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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	AE Wealth Management Topeka, Kansas	$27.9M	-$2.11M	14	0.24%	Reduced
602	Synovus Financial Columbus, Georgia	$27.8M	+$88.5K	7	0.27%	Increased
603	Granahan Investment Management Waltham, Massachusetts	$27.7M	+$6.16M	2	0.52%	Increased
604	Tower Research Capital (TRC) New York	$27.6M	-$23.1M	35	0.72%	Reduced
605	SOAMC Spirit of America Management Corp Syosset, New York	$27.1M	-$400K	4	5.8%	Reduced
606	Prudential plc London, England, United Kingdom	$27.1M	-$67M	3	0.25%	Reduced
607	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$27M	-$128K	1	2.77%	Reduced
608	BPIM Brant Point Investment Management New York	$26.9M	-$2.06M	5	2.5%	Reduced
609	Kovitz Investment Group Partners Chicago, Illinois	$26.9M	+$882K	3	0.53%	Increased
610	Ferguson Wellman Capital Management Portland, Oregon	$26.7M	+$7.46M	3	0.87%	Increased
611	NAM NorthCoast Asset Management Greenwich, Connecticut	$26.5M	+$7.24M	3	0.95%	Increased
612	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$26.5M	-$2.87M	3	0.86%	Reduced
613	PHAM Pacific Heights Asset Management San Francisco, California	$26.2M	$0	2	2.4%	Maintained
614	ECM EII Capital Management New York	$26M	+$4.32M	6	12.2%	Increased
615	GCA GSI Capital Advisors Newport Beach, California	$25.9M	-$23.4M	2	11.95%	Reduced
616	Woodline Partners San Francisco, California	$25.8M	+$17.4M	2	0.48%	Increased
617	PCM Prelude Capital Management New York	$25.4M	-$512K	13	0.76%	Reduced
618	Great Lakes Advisors Chicago, Illinois	$25.4M	-$6.2M	4	0.38%	Reduced
619	Varma Mutual Pension Insurance Co Helsinki, Finland	$25.2M	+$2.88M	1	0.37%	Increased
620	NIP Nicholas Investment Partners Rancho Santa Fe, California	$25.2M	+$1.91M	2	1.58%	Increased
621	New Mexico Educational Retirement Board Santa Fe, New Mexico	$25M	+$1.72M	10	0.86%	Increased
622	CS Central Securities New York	$25M	$0	1	2.57%	Maintained
623	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$24.9M	+$5.07M	3	1.57%	Increased
624	Colony Group Boston, Massachusetts	$24.9M	-$2.06M	6	0.49%	Reduced
625	SCA Snowden Capital Advisors New York	$24.9M	+$2.23M	11	1.25%	Increased