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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	AFIA America First Investment Advisors Omaha, Nebraska	$12.8M	-$92.2K	1	4.27%	Reduced
602	Encompass Capital Advisors New York	$12.8M	+$4.76M	1	1.41%	Increased
603	B BP London, United Kingdom	$12.7M	-$4.66M	6	0.53%	Reduced
604	TIP Torray Investment Partners Bethesda, Maryland	$12.6M	+$771K	2	1.5%	Increased
605	2L 22NW LP Seattle, Washington	$12.6M	$0	1	7.86%	Maintained
606	CEP Chicago Equity Partners Chicago, Illinois	$12.6M	-$3.39M	7	0.51%	Reduced
607	Mariner Overland Park, Kansas	$12.6M	+$5.18M	6	0.22%	Increased
608	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$12.5M	+$8.15M	1	0.98%	Increased
609	SCP Sandhill Capital Partners Buffalo, New York	$12.5M	+$771K	1	2.06%	Increased
610	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$12.4M	-$3.69M	14	0.24%	Reduced
611	Credit Agricole Montrouge Cedex, France	$12.3M	+$3.14M	8	0.7%	Increased
612	NIP Nicholas Investment Partners Rancho Santa Fe, California	$12.2M	+$629K	1	1.32%	Increased
613	CIM Corbyn Investment Management Lutherville, Maryland	$12.2M	-$133K	3	5.48%	Reduced
614	Jane Street New York	$12.2M	-$5.31M	13	0.03%	Reduced
615	Wolverine Asset Management Chicago, Illinois	$12.1M	-$339K	7	0.15%	Reduced
616	CA Callahan Advisors Houston, Texas	$12.1M	+$15.1K	2	2.59%	Increased
617	Zurich Insurance Group Zurich, Switzerland	$12.1M	-$21.1M	3	0.29%	Reduced
618	RCM Riverhead Capital Management Wilmington, Delaware	$12.1M	+$4.22M	16	0.54%	Increased
619	TCM Tygh Capital Management Portland, Oregon	$12.1M	+$683K	2	2.53%	Increased
620	Associated Banc-Corp Green Bay, Wisconsin	$11.9M	-$673K	1	0.78%	Reduced
621	Smith Salley Wealth Management Greensboro, North Carolina	$11.9M	+$174K	3	2.2%	Increased
622	GCP GSA Capital Partners London, United Kingdom	$11.8M	-$5.04M	12	1.36%	Reduced
623	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$11.8M	+$18.3K	1	2.36%	Increased
624	PineBridge Investments New York	$11.8M	-$36.2M	11	0.26%	Reduced
625	KMC Kirr Marbach & Co Columbus, Indiana	$11.8M	+$99.9K	2	3.27%	Increased