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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	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$26.2M	-$2.12M	1	2.52%	Reduced
602	Cannell & Spears New York	$26.1M	+$4.16M	6	2.02%	Increased
603	ACM Atlanta Capital Management Atlanta, Georgia	$25.9M	-$342K	1	0.09%	Reduced
604	PEAK6 Investments Chicago, Illinois	$25.9M	+$5.55M	14	0.06%	Increased
605	WCM Investment Management Laguna Beach, California	$25.9M	+$3.06M	2	0.07%	Increased
606	Stephens Inc Little Rock, Arkansas	$25.9M	-$3.62M	9	0.42%	Reduced
607	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$25.8M	-$1.62M	2	1.49%	Reduced
608	FFA First Foundation Advisors Irvine, California	$25.8M	-$651K	3	1.11%	Reduced
609	LMR Partners London, United Kingdom	$25.8M	+$8.59M	6	0.64%	Increased
610	Synovus Financial Columbus, Georgia	$25.6M	+$255K	8	0.29%	Increased
611	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$25.6M	-$569K	4	0.9%	Reduced
612	ANI American National Insurance Galveston, Texas	$25.6M	-$16.6K	3	1.04%	Reduced
613	SOAMC Spirit of America Management Corp Syosset, New York	$24.7M	-$1.04M	4	5.85%	Reduced
614	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$24.7M	-$14.2M	6	0.25%	Reduced
615	NP NS Partners London, United Kingdom	$24.7M	-$4.87M	2	1.43%	Reduced
616	IFM Investors Melbourne, Australia	$24.3M	+$2.78M	6	0.65%	Increased
617	Davidson Kempner Capital Management New York	$24.2M	+$24.6M	2	0.24%	New
618	Colony Group Boston, Massachusetts	$24.2M	+$3.44M	6	0.51%	Increased
619	PCM Prelude Capital Management New York	$24.2M	+$14.6M	12	0.62%	Increased
620	Atria Investments Charlotte, North Carolina	$23.9M	+$1.63M	7	0.53%	Increased
621	RIG Roosevelt Investment Group New York	$23.9M	+$4.98M	4	1.57%	Increased
622	Krane Funds Advisors New York	$23.9M	-$2.61M	5	0.9%	Reduced
623	PHAM Pacific Heights Asset Management San Francisco, California	$23.8M	-$12M	2	2.18%	Reduced
624	Kovitz Investment Group Partners Chicago, Illinois	$23.8M	-$1.57M	3	0.56%	Reduced
625	CA Cullinan Associates Louisville, Kentucky	$23.8M	-$2.92M	3	1.37%	Reduced