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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	Cornerstone Investment Partners Atlanta, Georgia	$20.1M	-$5.87M	3	1.42%	Reduced
577	RIM Redpoint Investment Management Sydney, NSW, Australia	$19.9M	-$646K	8	1.1%	Reduced
578	MTC McDaniel Terry & Co Austin, Texas	$19.8M	-$525K	1	3.02%	Reduced
579	MKP Capital Management New York	$19.7M	+$18.8M	2	7.97%	New
580	Kennedy Capital Management St Louis, Missouri	$19.6M	-$3.88M	4	0.57%	Reduced
581	Colony Group Boston, Massachusetts	$19.5M	+$1.49M	6	0.57%	Increased
582	SM Saya Management New York	$19.5M	-$144K	1	9.93%	Reduced
583	AHC Adell Harriman & Carpenter Houston, Texas	$19.4M	+$2.57M	3	3.32%	Increased
584	GHA GW Henssler & Associates Kennesaw, Georgia	$19.4M	-$61.3K	3	1.71%	Reduced
585	ACM Argent Capital Management St Louis, Missouri	$19.4M	-$2.71M	1	0.81%	Reduced
586	SCCM Schafer Cullen Capital Management New York	$19.4M	+$1.12M	1	0.3%	Increased
587	First National Trust Hermitage, Pennsylvania	$19.4M	+$925K	3	1.64%	Increased
588	Polar Asset Management Partners Toronto, Ontario, Canada	$19.3M	-$6.4M	4	0.32%	Reduced
589	Ameritas Investment Partners Lincoln, Nebraska	$19.3M	+$352K	20	0.92%	Increased
590	MML Investors Services Springfield, Massachusetts	$19.2M	+$3.97M	8	0.26%	Increased
591	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$19.1M	-$718K	2	2.14%	Reduced
592	SC Sasco Capital Fairfield, Connecticut	$19.1M	+$11.3K	1	3%	Increased
593	Amalgamated Bank New York	$19M	-$17.8M	16	0.88%	Reduced
594	LFDLE La Financiere de L'Echiquier Paris, France	$19M	+$6.84M	2	1.51%	Increased
595	WCM Woodson Capital Management Greenwich, Connecticut	$19M	-$15.6M	1	1.46%	Reduced
596	FFA First Foundation Advisors Irvine, California	$18.9M	+$398K	1	0.98%	Increased
597	AE Wealth Management Topeka, Kansas	$18.9M	+$2.85M	8	0.29%	Increased
598	TIAA FSB Jacksonville, Florida	$18.8M	-$1.84M	2	0.09%	Reduced
599	IECM Intrinsic Edge Capital Management Chicago, Illinois	$18.8M	-$45.3M	4	1.74%	Reduced
600	RIM Ranger Investment Management Dallas, Texas	$18.8M	+$279K	1	1.29%	Increased