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Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
576	ZWJ Investment Counsel Atlanta, Georgia	$11.2M	+$198K	1	1.22%	Increased
577	AL Airain Ltd St. Peter Port, Guernsey	$11.2M	-$5.81M	5	0.77%	Reduced
578	QF QVT Financial New York	$11.1M	-$20.2M	1	0.62%	Reduced
579	DILH Dai-ichi Life Holdings Tokyo, Japan	$11M	-$238K	7	0.35%	Reduced
580	PC Pier Capital Stamford, Connecticut	$11M	-$4.34M	2	1.9%	Reduced
581	ESBC E.S. Barr & Co Lexington, Kentucky	$10.9M	-$200K	1	1.34%	Reduced
582	GIM Grassi Investment Management Santa Clara, California	$10.9M	+$783K	1	2.23%	Increased
583	Stephens Inc Little Rock, Arkansas	$10.9M	+$1.14M	4	0.55%	Increased
584	Adams Diversified Equity Fund Baltimore, Maryland	$10.8M	$0	1	0.74%	Maintained
585	PL Parkwood LLC Cleveland, Ohio	$10.7M	+$4.44M	3	1.69%	Increased
586	CI Global Investments Oakland, California	$10.6M	-$44M	1	0.23%	Reduced
587	SOAMC Spirit of America Management Corp Syosset, New York	$10.6M	-$1.8M	4	2.03%	Reduced
588	ACP Arrowgrass Capital Partners London, United Kingdom	$10.6M	+$10.2M	1	2.8%	New
589	LSCM Light Street Capital Management Palo Alto, California	$10.6M	-$15.1M	1	1.38%	Reduced
590	ACP Andalusian Capital Partners Greenwich, Connecticut	$10.5M	+$1.54M	1	4.82%	Increased
591	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$10.5M	-$96.7K	1	2.18%	Reduced
592	Ladenburg Thalmann Financial Services Miami, Florida	$10.5M	+$160K	21	0.19%	Increased
593	Bessemer Group Woodbridge, New Jersey	$10.4M	+$702K	9	0.06%	Increased
594	KA KLCM Advisors Milwaukee, Wisconsin	$10.3M	-$93.1K	2	3.71%	Reduced
595	CHA Cedar Hill Associates Chicago, Illinois	$10.2M	+$10.9M	1	1.8%	New
596	Jane Street New York	$10.2M	-$2.73M	14	0.06%	Reduced
597	Aristotle Capital Management Los Angeles, California	$10.1M	-$99.2K	2	0.12%	Reduced
598	Polar Asset Management Partners Toronto, Ontario, Canada	$10.1M	+$1.53M	1	0.53%	Increased
599	Kayne Anderson Rudnick Investment Management Los Angeles, California	$10.1M	+$2.64M	4	0.17%	Increased
600	HL Financial Services Louisville, Kentucky	$10M	+$582K	3	0.26%	Increased