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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
626	ICP Indus Capital Partners New York	$7.35M	+$7.88M	1	1.64%	New
627	NC Northpointe Capital Bloomfield Hills, Michigan	$7.21M	+$6.39M	1	0.83%	New
628	Verition Fund Management Greenwich, Connecticut	$7.21M	+$7.06M	5	1.32%	New
629	RA Rational Advisors Huntington, New York	$7.16M	+$7M	7	0.6%	New
630	IA Icon Advisers Greenwood Village, Colorado	$7.12M	+$6.83M	2	0.55%	New
631	WAM Winslow Asset Management Beachwood, Ohio	$7.12M	+$6.31M	1	1.41%	New
632	JCP Jabre Capital Partners Geneva, Switzerland	$7.11M	+$8.13M	1	0.89%	New
633	Zurich Cantonal Bank Zurich, Switzerland	$7.08M	+$7.52M	9	0.25%	New
634	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$7.04M	+$7.15M	2	1.99%	New
635	LM Luminus Management Houston, Texas	$7.02M	+$6.73M	1	0.59%	New
636	CCC Cincinnati Casualty Company Fairfield, Ohio	$6.99M	+$6.72M	1	8.83%	New
637	TAM Tealwood Asset Management Minneapolis, Minnesota	$6.98M	+$8.21M	2	3.48%	New
638	HT HAP Trading New York	$6.97M	+$7.98M	2	0.24%	New
639	ACM Axial Capital Management New York	$6.96M	+$7.51M	1	1.23%	New
640	DIA Dean Investment Associates Beavercreek, Ohio	$6.89M	+$6.96M	4	1.97%	New
641	Stephens Inc Little Rock, Arkansas	$6.88M	+$7.38M	5	0.38%	New
642	AIA Alerus Investment Advisors Wayzata, Minnesota	$6.85M	+$6.56M	1	1.06%	New
643	Profund Advisors Bethesda, Maryland	$6.81M	+$7.21M	8	0.48%	New
644	AMI Amica Mutual Insurance Providence, Rhode Island	$6.79M	+$6.94M	4	0.59%	New
645	TCM Tributary Capital Management Omaha, Nebraska	$6.79M	+$6.91M	2	1.11%	New
646	RA RiverPark Advisors New York	$6.78M	+$7.63M	1	5.83%	New
647	PCM Perritt Capital Management Chicago, Illinois	$6.76M	+$6.78M	2	1.52%	New
648	PIM Progressive Investment Management Lake Oswego, Oregon	$6.72M	+$6.44M	1	2.61%	New
649	TBA Train Babcock Advisors New York	$6.72M	+$6.46M	1	2.54%	New
650	CPIM Columbia Partners Investment Management Alexandria, Virginia	$6.71M	+$7.24M	2	0.32%	New