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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	AssetMark Inc Concord, California	$57.6M	+$4.86M	25	0.14%	Increased
602	JLBC J.L. Bainbridge & Co Sarasota, Florida	$57.5M	-$757K	1	5.21%	Reduced
603	Kennedy Capital Management St Louis, Missouri	$57.1M	+$9.63M	6	1.36%	Increased
604	Crossmark Global Holdings Houston, Texas	$57M	-$380K	17	0.92%	Reduced
605	SCM Simcoe Capital Management New York	$57M	+$1.98M	1	5.65%	Increased
606	BFS Baskin Financial Services Toronto, Ontario, Canada	$56.9M	+$37.7K	1	4.3%	Increased
607	AustralianSuper Melbourne, Australia	$56M	-$2.31M	2	0.28%	Reduced
608	GIP Granite Investment Partners El Segundo, California	$55.9M	-$1.02M	3	2.73%	Reduced
609	WCP Waterfront Capital Partners New York	$55.6M	+$5.41M	3	13.61%	Increased
610	Kornitzer Capital Management Shawnee Mission, Kansas	$55.5M	-$3.38M	7	1.12%	Reduced
611	AI Aperture Investors New York	$55.5M	+$22.9M	5	7.24%	Increased
612	ROC Running Oak Capital Edina, Minnesota	$54.8M	-$5.26M	3	6.1%	Reduced
613	HCA Harbor Capital Advisors Chicago, Illinois	$54.6M	+$3.7M	16	2.29%	Increased
614	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$54.6M	+$1.89M	16	0.99%	Increased
615	Sapient Capital Indianapolis, Indiana	$54.5M	+$9.26M	4	0.98%	Increased
616	Sanibel Captiva Trust Company Sanibel, Florida	$54.2M	-$1.04M	5	1.67%	Reduced
617	Hantz Financial Services Southfield, Michigan	$54.1M	-$2.68M	21	0.87%	Reduced
618	CHAM Clear Harbor Asset Management Stamford, Connecticut	$53.9M	+$338K	7	4.04%	Increased
619	SAM Southernsun Asset Management Memphis, Tennessee	$53.3M	+$8.81M	2	7.49%	Increased
620	PEAK6 Chicago, Illinois	$53.3M	+$4.93M	14	0.1%	Increased
621	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$53.2M	-$146K	5	0.63%	Reduced
622	Vestcor Inc Fredericton, New Brunswick, Canada	$53.1M	-$10.1M	14	1.61%	Reduced
623	JGC J. Goldman & Co New York	$53.1M	+$10.5M	5	1.27%	Increased
624	Starboard Value New York	$52.8M	-$68.2M	1	0.92%	Reduced
625	Americana Partners Houston, Texas	$52.8M	+$80.5K	2	1.82%	Increased