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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	Steward Partners Investment Advisory New York	$16.1M	+$347K	18	0.54%	Increased
602	KMC Kirr Marbach & Co Columbus, Indiana	$15.9M	-$127K	1	3.84%	Reduced
603	Mariner Overland Park, Kansas	$15.9M	-$3.08M	4	0.19%	Reduced
604	Johnson Investment Counsel Cincinnati, Ohio	$15.9M	-$504K	5	0.32%	Reduced
605	CRCP Copper Rock Capital Partners Boston, Massachusetts	$15.8M	-$6.03M	1	1.42%	Reduced
606	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$15.8M	+$3M	1	2.8%	Increased
607	PC Passport Capital San Francisco, California	$15.7M	+$14.7M	2	24.16%	New
608	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$15.7M	-$206K	3	1.25%	Reduced
609	Atria Investments Charlotte, North Carolina	$15.7M	+$1.14M	6	0.56%	Increased
610	RIM Redpoint Investment Management Sydney, NSW, Australia	$15.5M	-$637K	8	0.82%	Reduced
611	PEAK6 Investments Chicago, Illinois	$15.5M	+$8.9M	12	0.1%	Increased
612	Profund Advisors Bethesda, Maryland	$15.5M	-$3.46M	17	0.78%	Reduced
613	Hillsdale Investment Management Toronto, Ontario, Canada	$15.4M	-$4.42M	3	1.35%	Reduced
614	TIP Torray Investment Partners Bethesda, Maryland	$15.3M	-$16.1K	2	1.67%	Reduced
615	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$15.3M	-$16M	1	1.14%	Reduced
616	Sculptor Capital New York	$15.3M	$0	1	0.16%	Maintained
617	EP Wealth Advisors Torrance, California	$15.3M	+$10.9M	3	0.76%	Increased
618	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$15.2M	-$1.06M	2	1.37%	Reduced
619	Acadian Asset Management Boston, Massachusetts	$15.2M	+$4.92M	10	0.07%	Increased
620	DI Dalton Investments Las Vegas, Nevada	$15.2M	-$4.26M	2	9.62%	Reduced
621	GGI Godsey & Gibb Inc Richmond, Virginia	$15.2M	+$182K	1	2.32%	Increased
622	IECM Intrinsic Edge Capital Management Chicago, Illinois	$15.2M	+$16.4M	1	1.7%	New
623	VHMC Value Holdings Management Company Hampton Bays, New York	$15.1M	$0	1	5.19%	Maintained
624	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$15.1M	-$343K	1	4.02%	Reduced
625	KS Karpas Strategies Litchfield, Connecticut	$15M	+$821K	1	6.07%	Increased