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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	Tiger Global Management New York	$16.4M	+$16.4M	1	0.13%	New
577	1C 1060 Capital Denver, Colorado	$16.4M	+$4.18M	1	5.39%	Increased
578	Foresters Investment Management New York	$16.3M	-$528K	6	0.25%	Reduced
579	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$16.3M	-$317K	13	0.74%	Reduced
580	VHMC Value Holdings Management Company Hampton Bays, New York	$16.2M	$0	1	5.68%	Maintained
581	Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$16M	-$11.3K	1	1.69%	Reduced
582	Alpha Cubed Investments Irvine, California	$15.9M	+$2M	1	2.08%	Increased
583	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$15.9M	+$1.31M	9	0.22%	Increased
584	VEPM Vista Equity Partners Management San Francisco, California	$15.9M	+$16M	1	1.81%	New
585	Carillon Tower Advisers St. Petersburg, Florida	$15.9M	+$16.1M	3	0.17%	New
586	Aristotle Capital Management Los Angeles, California	$15.8M	-$467K	2	0.11%	Reduced
587	Waratah Capital Advisors Toronto, Ontario, Canada	$15.7M	-$4.94M	2	1.82%	Reduced
588	BSPF British Steel Pension Fund London, United Kingdom	$15.6M	$0	2	1.82%	Maintained
589	E.S. Barr & Co Lexington, Kentucky	$15.3M	-$193K	1	1.56%	Reduced
590	Oppenheimer & Co New York	$15.3M	-$478K	10	0.39%	Reduced
591	Eastern Bank Boston, Massachusetts	$15.3M	+$11.3M	1	1.02%	Increased
592	Nordea Investment Management Stockholm, Sweden	$15.2M	-$729K	4	0.04%	Reduced
593	AFAM Capital Austin, Texas	$15.1M	+$63.7K	2	1.66%	Increased
594	HL Financial Services Louisville, Kentucky	$15.1M	-$369K	3	0.29%	Reduced
595	DAC Dividend Assets Capital Ridgeland, South Carolina	$15.1M	-$74.5K	1	0.68%	Reduced
596	CCM Cadence Capital Management Boston, Massachusetts	$15M	+$331K	10	0.95%	Increased
597	Candriam SCA Strassen, Luxembourg, Luxembourg	$15M	+$6.36M	5	0.26%	Increased
598	GCA GSI Capital Advisors Newport Beach, California	$15M	+$6.1M	2	8.28%	Increased
599	Highstreet Asset Management London, Ontario, Canada	$14.9M	+$10.1M	3	0.88%	Increased
600	GIM Greystone Investment Management Cincinnati, Ohio	$14.8M	-$256K	1	6.71%	Reduced