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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	WAM World Asset Management Detroit, Michigan	$14.4M	-$792K	15	0.7%	Reduced
602	IP Interval Partners New York	$14.4M	-$20.7M	1	0.53%	Reduced
603	LPU Lansdowne Partners (UK) London, United Kingdom	$14.3M	+$8.05M	1	0.14%	Increased
604	FIM Frontier Investment Management Dallas, Texas	$14.2M	-$2.7M	4	1.09%	Reduced
605	Advisor Group Phoenix, Arizona	$14.2M	-$296K	28	0.2%	Reduced
606	SICM Sustainable Insight Capital Management New York	$14.1M	+$8.21M	3	5.36%	Increased
607	Johnson Investment Counsel Cincinnati, Ohio	$14.1M	-$3.52M	5	0.34%	Reduced
608	Glazer Capital LLC New York	$14M	+$8.96M	1	1.39%	Increased
609	SC Skylands Capital Milwaukee, Wisconsin	$14M	-$4.69M	1	1.84%	Reduced
610	Tower Research Capital (TRC) New York	$14M	+$10.1M	26	0.78%	Increased
611	VHMC Value Holdings Management Company Hampton Bays, New York	$14M	-$1.16M	1	4.51%	Reduced
612	Eastern Bank Boston, Massachusetts	$13.8M	+$141K	1	0.95%	Increased
613	AFIA America First Investment Advisors Omaha, Nebraska	$13.8M	+$675K	1	4.5%	Increased
614	ICP Indus Capital Partners New York	$13.8M	-$3.01M	1	1.39%	Reduced
615	Kennedy Capital Management St Louis, Missouri	$13.8M	-$1.06M	3	0.26%	Reduced
616	Vident Investment Advisory Alpharetta, Georgia	$13.8M	+$3.14M	8	0.54%	Increased
617	Associated Banc-Corp Green Bay, Wisconsin	$13.7M	-$144K	1	0.8%	Reduced
618	Profund Advisors Bethesda, Maryland	$13.6M	-$67K	18	0.54%	Reduced
619	IA Icon Advisers Greenwood Village, Colorado	$13.5M	-$225K	2	1.02%	Reduced
620	Paradigm Capital Management Inc Albany, New York	$13.5M	+$6.16M	2	1.09%	Increased
621	Tocqueville Asset Management New York	$13.5M	-$1.47M	4	0.17%	Reduced
622	Foresters Investment Management New York	$13.5M	-$651K	5	0.23%	Reduced
623	JIR James Investment Research Alpha, Ohio	$13.5M	-$1.5M	4	0.52%	Reduced
624	SCA Summit Creek Advisors Minneapolis, Minnesota	$13.5M	-$1.2M	1	2.42%	Reduced
625	GIM Greystone Investment Management Cincinnati, Ohio	$13.4M	+$64.6K	1	6.15%	Increased