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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	KA KLCM Advisors Milwaukee, Wisconsin	$12.7M	+$56.6K	1	3.47%	Increased
602	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$12.7M	-$15.9K	4	2.37%	Reduced
603	MPM Meritage Portfolio Management Overland Park, Kansas	$12.6M	-$216K	4	1.3%	Reduced
604	Castleark Management Chicago, Illinois	$12.5M	+$1.52M	2	0.41%	Increased
605	SAM Steinberg Asset Management New York	$12.5M	+$2M	1	4.57%	Increased
606	Cubist Systematic Strategies Stamford, Connecticut	$12.5M	+$7.34M	12	0.8%	Increased
607	HBK Investments Dallas, Texas	$12.5M	+$683K	4	0.08%	Increased
608	Profund Advisors Bethesda, Maryland	$12.3M	+$999K	16	0.56%	Increased
609	Brinker Capital Berwyn, Pennsylvania	$12.2M	+$2.79M	9	0.57%	Increased
610	AFIA America First Investment Advisors Omaha, Nebraska	$12.1M	+$235K	1	4.5%	Increased
611	GA GRS Advisors Chicago, Illinois	$12M	+$11.4M	1	6.48%	New
612	SIMC Stillwater Investment Management (California) Palo Alto, California	$12M	+$12.1M	1	3.14%	New
613	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$12M	+$44.8K	9	0.18%	Increased
614	CC Carlson Capital Dallas, Texas	$11.9M	-$21.8M	1	0.17%	Reduced
615	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$11.9M	$0	5	1.84%	Maintained
616	CCM Cadence Capital Management Boston, Massachusetts	$11.9M	+$114K	8	0.82%	Increased
617	Freestone Capital Holdings Seattle, Washington	$11.8M	+$648K	2	0.92%	Increased
618	Gratus Capital Atlanta, Georgia	$11.8M	+$131K	3	1.68%	Increased
619	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$11.7M	+$11.3M	1	1.67%	New
620	MPAM Monarch Partners Asset Management Boston, Massachusetts	$11.7M	+$5.86M	2	1.16%	Increased
621	FA Friess Associates Greenville, Delaware	$11.6M	+$8.01M	1	1.06%	Increased
622	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$11.5M	-$45.6K	1	2.5%	Reduced
623	Schonfeld Strategic Advisors New York	$11.5M	+$8.89M	5	1.19%	Increased
624	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$11.5M	+$32.2K	1	3.85%	Increased
625	Veritable Wilmington, Delaware	$11.5M	+$938K	7	0.26%	Increased