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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	AAM ACK Asset Management Greenwich, Connecticut	$15.9M	+$16.3M	1	4.39%	New
602	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$15.8M	-$220K	1	1.93%	Reduced
603	Profund Advisors Bethesda, Maryland	$15.8M	+$4.51M	15	0.76%	Increased
604	Westfield Capital Management Boston, Massachusetts	$15.7M	-$14.6M	1	0.12%	Reduced
605	Jefferies Group New York	$15.6M	-$8.51M	8	0.13%	Reduced
606	RI Redwood Investments Boston, Massachusetts	$15.6M	-$2.78M	1	1.14%	Reduced
607	Granahan Investment Management Waltham, Massachusetts	$15.6M	+$902K	2	0.84%	Increased
608	CA Callahan Advisors Houston, Texas	$15.6M	+$864K	2	2.9%	Increased
609	Ameritas Investment Partners Lincoln, Nebraska	$15.5M	+$224K	20	0.72%	Increased
610	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$15.4M	-$310K	1	1.79%	Reduced
611	AFIA America First Investment Advisors Omaha, Nebraska	$15.3M	-$199K	1	4.7%	Reduced
612	CC Crosslink Capital Menlo Park, California	$15.3M	-$10.4M	2	3.79%	Reduced
613	SCP Sandhill Capital Partners Buffalo, New York	$15.2M	+$597K	1	2.13%	Increased
614	ECA Endeavour Capital Advisors Greenwich, Connecticut	$15.2M	+$1.72M	1	2.66%	Increased
615	ARTA A.R.T. Advisors New York	$15.1M	-$5.52M	12	0.91%	Reduced
616	PineBridge Investments New York	$15.1M	-$120K	11	0.31%	Reduced
617	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$15.1M	+$392K	13	0.26%	Increased
618	Sculptor Capital New York	$15M	$0	1	0.09%	Maintained
619	WAM World Asset Management Detroit, Michigan	$15M	+$1.33M	15	0.76%	Increased
620	H Hexavest Montreal, Quebec, Canada	$15M	+$13.3M	2	0.19%	Increased
621	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$15M	-$1.54M	1	4.12%	Reduced
622	Twin Tree Management Dallas, Texas	$15M	+$8.57M	3	0.08%	Increased
623	Azimuth Capital Management Bloomfield Hills, Michigan	$14.9M	+$4.94M	5	1%	Increased
624	SCA Summit Creek Advisors Minneapolis, Minnesota	$14.9M	+$1.63M	1	2.65%	Increased
625	PM Pembroke Management Montreal, Quebec, Canada	$14.8M	-$4.04M	1	1.6%	Reduced