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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	Profund Advisors Bethesda, Maryland	$10.4M	+$230K	9	0.43%	Increased
627	GCM Grisanti Capital Management New York	$10.4M	-$5.27K	1	3.9%	Reduced
628	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$10.4M	+$72.1K	1	1.33%	Increased
629	CTI Community Trust & Investment Versailles, Kentucky	$10.3M	+$9.48M	2	1.42%	Increased
630	Westwood Holdings Group Dallas, Texas	$10.3M	-$13.1K	2	0.08%	Reduced
631	AACA American Assets Capital Advisers San Diego, California	$10.3M	+$9.4M	2	10.21%	New
632	BPBT Boston Private Bank & Trust Boston, Massachusetts	$10.3M	-$1.95M	9	0.47%	Reduced
633	WCP Waterfront Capital Partners New York	$10.2M	+$9.69M	1	2.92%	New
634	Ladenburg Thalmann Financial Services Miami, Florida	$10.2M	+$89.7K	19	0.23%	Increased
635	Tudor Investment Corp Stamford, Connecticut	$10.1M	-$3.9M	7	0.35%	Reduced
636	Sculptor Capital New York	$10.1M	+$6.52M	1	0.03%	Increased
637	CP Cumberland Partners Toronto, Ontario, Canada	$9.96M	-$1.45M	1	1.04%	Reduced
638	MC Martin Currie Edinburgh, United Kingdom	$9.85M	+$1.7M	2	0.85%	Increased
639	FM Forward Management San Francisco, California	$9.85M	-$213K	5	0.54%	Reduced
640	PEAK6 Group Chicago, Illinois	$9.78M	+$963K	6	0.07%	Increased
641	NAM Nichols Asset Management Sudbury, Massachusetts	$9.78M	-$222K	1	1.92%	Reduced
642	Fred Alger Management New York	$9.71M	-$37.5M	3	0.05%	Reduced
643	Intact Investment Management Montreal, Quebec, Canada	$9.63M	-$63.5K	2	0.38%	Reduced
644	Global X Management Company New York	$9.62M	+$2.68M	5	0.53%	Increased
645	LNB Ledyard National Bank	$9.59M	-$453K	4	1.77%	Reduced
646	CC Clearline Capital New York	$9.57M	+$903K	1	1.48%	Increased
647	PL Parkwood LLC Cleveland, Ohio	$9.57M	+$3.86M	2	1.3%	Increased
648	GC Gratry & Company Beachwood, Ohio	$9.51M	+$5.4M	1	3.11%	Increased
649	Burney Company Reston, Virginia	$9.5M	+$492K	2	0.75%	Increased
650	AAC Asset Advisors Corp Augusta, Georgia	$9.49M	-$34.5K	1	2.1%	Reduced