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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	IP Interval Partners New York	$10.6M	-$6.71M	1	1.32%	Reduced
627	NPPM North Point Portfolio Managers Orange Village, Ohio	$10.5M	+$33.5K	1	1.94%	Increased
628	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$10.4M	-$5.58M	6	0.19%	Reduced
629	GCM Grisanti Capital Management New York	$10.4M	-$16K	1	3.88%	Reduced
630	PR Payden & Rygel Los Angeles, California	$10M	+$9.95M	3	1.31%	Increased
631	CP Cumberland Partners Toronto, Ontario, Canada	$9.99M	-$606K	1	1.1%	Reduced
632	Advisors Capital Management Ridgewood, New Jersey	$9.96M	+$935K	2	1.11%	Increased
633	GIM Groesbeck Investment Management Paramus, New Jersey	$9.96M	-$497K	3	4.83%	Reduced
634	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$9.95M	-$813K	1	1.26%	Reduced
635	TCM Twin Capital Management Mcmurray, Pennsylvania	$9.92M	+$880K	3	0.87%	Increased
636	BHTS Bar Harbor Trust Services Ellsworth, Maine	$9.91M	+$172K	3	4.25%	Increased
637	CC Clearline Capital New York	$9.9M	$0	1	1.48%	Maintained
638	SCP Scoria Capital Partners Stamford, Connecticut	$9.9M	+$6.49M	2	2.79%	Increased
639	APCM Arbiter Partners Capital Management New York	$9.87M	-$8.31M	1	0.85%	Reduced
640	BIM Barton Investment Management West Conshohocken, Pennsylvania	$9.7M	+$1M	1	3.58%	Increased
641	JAM Jacobs Asset Management New York	$9.7M	-$2.62M	1	2.2%	Reduced
642	MC Martin Currie Edinburgh, United Kingdom	$9.58M	-$9.82K	2	0.86%	Reduced
643	EverPoint Asset Management Stamford, Connecticut	$9.58M	+$3.61M	2	0.18%	Increased
644	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$9.52M	-$2.87M	10	0.45%	Reduced
645	SAM Scopus Asset Management New York	$9.51M	-$8.47M	1	0.19%	Reduced
646	GLI Guardian Life Insurance New York	$9.48M	-$39.6K	5	0.9%	Reduced
647	CA Callahan Advisors Houston, Texas	$9.47M	+$324K	2	2.76%	Increased
648	LNB Ledyard National Bank	$9.4M	-$177K	4	1.69%	Reduced
649	WBG Wharton Business Group Malvern, Pennsylvania	$9.38M	+$714K	1	0.77%	Increased
650	SCM Simcoe Capital Management New York	$9.35M	+$1M	1	6.74%	Increased