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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	DF Donoghue Forlines Boston, Massachusetts	$15.7M	-$403K	2	1.3%	Reduced
577	CA CapWealth Advisors Franklin, Tennessee	$15.7M	+$100K	1	2.82%	Increased
578	KMC Kirr Marbach & Co Columbus, Indiana	$15.7M	-$249K	3	3.41%	Reduced
579	Nippon Life Global Investors Americas New York	$15.7M	-$1.58M	2	1.25%	Reduced
580	Pacer Advisors Malvern, Pennsylvania	$15.7M	+$6.88M	13	0.71%	Increased
581	GCA GSI Capital Advisors Newport Beach, California	$15.6M	+$1.09M	2	8.14%	Increased
582	2L 22NW LP Seattle, Washington	$15.6M	-$2.49K	1	8.08%	Reduced
583	LM Luminus Management Houston, Texas	$15.5M	-$167M	2	0.36%	Reduced
584	GF Greenhouse Funds Baltimore, Maryland	$15.5M	-$5.1M	1	4.04%	Reduced
585	Encompass Capital Advisors New York	$15.5M	+$9.68M	1	1.42%	Increased
586	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$15.5M	+$379K	5	2.73%	Increased
587	ESBC E.S. Barr & Co Lexington, Kentucky	$15.4M	-$21K	1	1.59%	Reduced
588	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$15.4M	+$331K	1	1.57%	Increased
589	Becker Capital Management Portland, Oregon	$15.3M	+$16.1M	1	0.51%	New
590	Aristotle Capital Management Los Angeles, California	$15.2M	-$3.07M	2	0.09%	Reduced
591	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$15.1M	+$15.8M	1	2.9%	New
592	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$15M	+$50.3K	2	1.67%	Increased
593	CCM Cadence Capital Management Boston, Massachusetts	$14.7M	+$2.37M	11	0.87%	Increased
594	CM CS McKee Pittsburgh, Pennsylvania	$14.6M	-$5.83M	1	1.24%	Reduced
595	CHAM Clear Harbor Asset Management Stamford, Connecticut	$14.6M	-$165K	1	2.73%	Reduced
596	MC Maplelane Capital New York	$14.6M	+$3.46M	1	0.31%	Increased
597	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$14.5M	+$1.44M	14	0.76%	Increased
598	FFA First Foundation Advisors Irvine, California	$14.4M	-$689K	1	0.85%	Reduced
599	Ameritas Investment Partners Lincoln, Nebraska	$14.4M	+$485K	20	0.69%	Increased
600	Sterling Capital Management Charlotte, North Carolina	$14.4M	-$171K	5	0.13%	Reduced