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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	Hantz Financial Services Southfield, Michigan	$28M	+$5.45M	8	0.92%	Increased
602	SCA Snowden Capital Advisors New York	$27.9M	+$30.4K	11	1.39%	Increased
603	AE Wealth Management Topeka, Kansas	$27.9M	-$425K	12	0.23%	Reduced
604	NIP Nicholas Investment Partners Rancho Santa Fe, California	$27.6M	-$4.17M	2	2.01%	Reduced
605	Sit Investment Associates Minneapolis, Minnesota	$27.6M	-$3.38M	4	0.71%	Reduced
606	SAM Shell Asset Management The Hague, Netherlands	$27.3M	-$5.03M	12	0.61%	Reduced
607	Stephens Inc Little Rock, Arkansas	$27.3M	-$2.44M	10	0.42%	Reduced
608	PHK Point72 Hong Kong Hong Kong	$27.2M	+$5.56M	13	0.88%	Increased
609	OCM OLP Capital Management Causeway Bay, Hong Kong	$27.1M	-$14.8M	1	5.78%	Reduced
610	DFO Duquesne Family Office New York	$27.1M	-$3.19M	1	0.88%	Reduced
611	PHAM Pacific Heights Asset Management San Francisco, California	$26.5M	$0	2	2.51%	Maintained
612	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$26.5M	+$4.26M	8	0.42%	Increased
613	Walleye Capital New York	$26.4M	-$1.97M	10	0.75%	Reduced
614	Ferguson Wellman Capital Management Portland, Oregon	$25.9M	+$195K	3	0.84%	Increased
615	GCA GSI Capital Advisors Newport Beach, California	$25.7M	-$245K	2	12.82%	Reduced
616	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$25.6M	+$3.39M	3	1.57%	Increased
617	Lockheed Martin Investment Management Bethesda, Maryland	$25.5M	+$8.31M	3	1.38%	Increased
618	MAI Capital Management Independence, Ohio	$25.4M	+$1.2M	5	0.49%	Increased
619	New Mexico Educational Retirement Board Santa Fe, New Mexico	$25.3M	-$402K	10	0.88%	Reduced
620	Kovitz Investment Group Partners Chicago, Illinois	$24.8M	-$2.34M	3	0.49%	Reduced
621	Colony Group Boston, Massachusetts	$24.8M	-$757K	6	0.48%	Reduced
622	PFC Phocas Financial Corp Alameda, California	$24.8M	-$2.41M	6	3.13%	Reduced
623	Achmea Investment Management Zeist, Netherlands	$24.7M	-$4.3M	7	0.75%	Reduced
624	Alpha Cubed Investments Irvine, California	$24.7M	+$1.42M	3	1.86%	Increased
625	Chartwell Investment Partners Berywn, Pennsylvania	$24.7M	+$12.4M	3	0.77%	Increased