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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	Aristotle Capital Management Los Angeles, California	$11.9M	+$58.8K	2	0.11%	Increased
602	FA FDx Advisors Chicago, Illinois	$11.9M	+$1.2M	9	0.36%	Increased
603	GIPM G2 Investment Partners Management New York	$11.8M	+$7.91M	2	4.65%	Increased
604	SI Sensato Investors San Francisco, California	$11.7M	-$514K	1	1.93%	Reduced
605	GH GAM Holding Zurich, Switzerland	$11.6M	+$301K	8	0.18%	Increased
606	JCM Jag Capital Management St Louis, Missouri	$11.5M	-$30.4K	1	2.38%	Reduced
607	Squarepoint New York	$11.4M	+$1.25M	8	0.31%	Increased
608	SCM SKBA Capital Management San Francisco, California	$11.4M	-$1.92M	2	1.52%	Reduced
609	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$11.3M	+$2.78M	9	0.19%	Increased
610	CCM Cadence Capital Management Boston, Massachusetts	$11.2M	-$1.76M	8	0.78%	Reduced
611	CMG Cavalry Management Group San Francisco, California	$11.2M	-$1.86M	1	4.56%	Reduced
612	GL GLG LLC New York	$11.2M	+$5.06M	5	0.62%	Increased
613	NPPM North Point Portfolio Managers Orange Village, Ohio	$11.1M	-$118K	1	2%	Reduced
614	SCA Summit Creek Advisors Minneapolis, Minnesota	$11M	-$6.47M	1	2.32%	Reduced
615	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$11M	+$1.42M	5	1.63%	Increased
616	AFIA America First Investment Advisors Omaha, Nebraska	$11M	+$193K	2	4.12%	Increased
617	CA Cumberland Advisors Sarasota, Florida	$11M	+$3M	1	6.89%	Increased
618	AAC Asset Advisors Corp Augusta, Georgia	$10.9M	+$272K	1	1.99%	Increased
619	Gratus Capital Atlanta, Georgia	$10.9M	+$1.12M	3	1.57%	Increased
620	GIM Grassi Investment Management Santa Clara, California	$10.9M	$0	1	1.89%	Maintained
621	SAM Steinberg Asset Management New York	$10.8M	-$1.59M	1	3.64%	Reduced
622	Profund Advisors Bethesda, Maryland	$10.8M	+$633K	16	0.48%	Increased
623	LSCM Light Street Capital Management Palo Alto, California	$10.8M	-$17.8M	1	0.86%	Reduced
624	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$10.7M	+$25.8K	1	3.61%	Increased
625	SRCM Swift Run Capital Management Charlottesville, Virginia	$10.6M	+$7.15M	1	6.24%	Increased