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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
601	LBIM Land & Buildings Investment Management Stamford, Connecticut	$104M	+$12.2M	3	17.87%	Increased
602	MCI McDonald Capital Investors Orinda, California	$104M	-$9.17M	1	7.58%	Reduced
603	SRFM Shannon River Fund Management New York	$104M	+$38.9M	4	9.26%	Increased
604	Allstate Corporation Northbrook, Illinois	$103M	-$18.5M	22	1.03%	Reduced
605	Sterling Capital Management Charlotte, North Carolina	$103M	-$8.91M	42	1.75%	Reduced
606	Rakuten Investment Management Tokyo, Japan	$103M	+$12.4M	7	0.3%	Increased
607	AHC Adell Harriman & Carpenter Houston, Texas	$102M	+$1.6M	6	5.24%	Increased
608	DF Dent & Co Baltimore, Maryland	$102M	-$23.4M	4	1.94%	Reduced
609	Atreides Management Boston, Massachusetts	$102M	+$88.1M	2	0.71%	New
610	PGH Partners Group Holding Baar-Zug, Switzerland	$101M	-$4.38M	2	6.88%	Reduced
611	Nicholas Company Milwaukee, Wisconsin	$101M	-$4.73M	4	1.84%	Reduced
612	CFM Catalyst Funds Management Sydney NSW, Australia	$100M	+$84.6M	15	5.63%	Increased
613	Brinker Capital Investments Berwyn, Pennsylvania	$99.6M	+$225K	23	0.76%	Increased
614	Tema ETFs New York	$99.2M	+$27M	11	3.21%	Increased
615	VAM Vert Asset Management Sausalito, California	$99M	+$2.28M	4	27.1%	Increased
616	GC Gillson Capital Chicago, Illinois	$99M	+$30.1M	9	5.83%	Increased
617	Prudential plc London, England, United Kingdom	$98.5M	+$8.95M	12	0.54%	Increased
618	NIG NFJ Investment Group Dallas, Texas	$98.3M	-$27.9M	7	3.33%	Reduced
619	SIG Senator Investment Group New York	$97.4M	-$76.8M	5	3.56%	Reduced
620	Ancora Advisors Cleveland, Ohio	$97.1M	-$10.8M	23	1.87%	Reduced
621	United Capital Financial Advisors Irving, Texas	$96.7M	+$5.58M	20	0.53%	Increased
622	Aviso Financial Toronto, Ontario, Canada	$96.3M	-$604K	2	3.35%	Reduced
623	Snyder Capital Management San Francisco, California	$95.8M	-$2.29M	1	1.65%	Reduced
624	Park Avenue Securities New York	$95.7M	+$17.3M	20	0.6%	Increased
625	Concurrent Investment Advisors Tampa, Florida	$95.4M	+$19.9M	31	0.81%	Increased