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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	Advisor Group Phoenix, Arizona	$10.5M	+$3.33M	20	0.21%	Increased
627	AHC Adell Harriman & Carpenter Houston, Texas	$10.4M	+$184K	1	2.4%	Increased
628	2L 22NW LP Seattle, Washington	$10.4M	+$768K	1	5.99%	Increased
629	Alpha Cubed Investments Irvine, California	$10.3M	+$3.33M	1	2.11%	Increased
630	HAM Hillcrest Asset Management Plano, Texas	$10.3M	+$701K	1	1.89%	Increased
631	GGHC Gilder Gagnon Howe & Co New York	$10.3M	+$9.65M	2	0.17%	Increased
632	Freestone Capital Holdings Seattle, Washington	$10.3M	+$3.55M	2	0.79%	Increased
633	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$10.2M	+$3.61M	3	0.06%	Increased
634	GIM Goelzer Investment Management Carmel, Indiana	$10.2M	-$11.8K	2	1.27%	Reduced
635	BCM Basswood Capital Management New York	$10.2M	$0	1	0.52%	Maintained
636	Castleark Management Chicago, Illinois	$10.1M	-$12.8M	1	0.32%	Reduced
637	KTA Keeley-Teton Advisors Chicago, Illinois	$10.1M	+$10M	1	0.46%	New
638	BAM Baring Asset Management London, United Kingdom	$10.1M	$0	1	0.7%	Maintained
639	TPCM Three Peaks Capital Management Castle Rock, Colorado	$10M	-$206K	1	1.49%	Reduced
640	FBP Flippin Bruce & Porter Lynchburg, Virginia	$9.97M	+$611K	1	2.31%	Increased
641	Highbridge Capital Management New York	$9.93M	-$4.94M	5	0.14%	Reduced
642	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$9.89M	-$1M	1	1.06%	Reduced
643	RIG Roosevelt Investment Group New York	$9.86M	-$2.36M	1	0.9%	Reduced
644	CA Callahan Advisors Houston, Texas	$9.82M	+$62.3K	2	2.21%	Increased
645	TAM Tealwood Asset Management Minneapolis, Minnesota	$9.82M	+$309K	2	3.88%	Increased
646	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$9.76M	-$40.1K	2	0.8%	Reduced
647	Veritable Wilmington, Delaware	$9.72M	+$1.38M	6	0.23%	Increased
648	MCM McRae Capital Management Morristown, New Jersey	$9.72M	+$24.9K	1	4%	Increased
649	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$9.69M	-$1.37M	6	0.38%	Reduced
650	Candriam SCA Strassen, Luxembourg, Luxembourg	$9.55M	+$3.05M	5	0.18%	Increased