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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	AFM Anson Funds Management Dallas, Texas	$28.6M	+$22.5M	6	3.41%	Increased
577	Becker Capital Management Portland, Oregon	$28.6M	-$5.44M	4	1.29%	Reduced
578	MTC McDaniel Terry & Co Austin, Texas	$28.4M	+$150K	1	3.48%	Increased
579	KC Kadensa Capital Central, Hong Kong	$28.4M	-$19M	1	14.65%	Reduced
580	SAM Shell Asset Management The Hague, Netherlands	$28.2M	+$3.04M	14	0.56%	Increased
581	Cooperman Leon G	$28M	+$2.02M	1	1.75%	Increased
582	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$28M	-$2.8M	14	0.73%	Reduced
583	Oppenheimer & Co New York	$27.8M	-$482K	13	0.55%	Reduced
584	RiverFront Investment Group Richmond, Virginia	$27.7M	+$744K	1	0.59%	Increased
585	AHC Adell Harriman & Carpenter Houston, Texas	$27.5M	+$882K	4	3.33%	Increased
586	AC Avenir Corporation Alexandria, Virginia	$27.4M	-$30.6K	4	2.37%	Reduced
587	AE Wealth Management Topeka, Kansas	$27.1M	+$402K	9	0.27%	Increased
588	Nishkama Capital LLC Dorado, Puerto Rico	$27.1M	-$32.3M	1	7.31%	Reduced
589	MNBTD Moody National Bank Trust Division Galveston, Texas	$27.1M	-$14.5K	4	0.64%	Reduced
590	Tiedemann Advisors New York	$26.7M	-$1.73M	2	1.17%	Reduced
591	First National Trust Hermitage, Pennsylvania	$26.7M	-$1.37M	4	1.75%	Reduced
592	PHK Point72 Hong Kong Hong Kong	$26.7M	-$2.63M	12	0.9%	Reduced
593	Aristotle Atlantic Partners Sarasota, Florida	$26.6M	-$314K	2	1.95%	Reduced
594	JCM Jag Capital Management St Louis, Missouri	$26.6M	+$1.54M	3	2.35%	Increased
595	Illinois Municipal Retirement Fund Oak Brook, Illinois	$26.5M	+$737K	10	1.16%	Increased
596	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$26.5M	+$1.85M	2	0.71%	Increased
597	SIM Sadoff Investment Management Milwaukee, Wisconsin	$26.4M	-$50.9K	1	1.85%	Reduced
598	Norinchukin Bank Tokyo, Japan	$26.3M	+$1.46M	7	0.36%	Increased
599	BPIM Brant Point Investment Management New York	$26.3M	-$4.23M	5	2.86%	Reduced
600	Achmea Investment Management Zeist, Netherlands	$26.2M	-$2.95M	4	0.91%	Reduced