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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	HL Financial Services Louisville, Kentucky	$13.3M	-$1.79M	3	0.24%	Reduced
627	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$13.2M	-$7.3M	1	0.96%	Reduced
628	MC Maplelane Capital New York	$13.1M	+$14.5M	1	0.34%	New
629	AR Advisory Research Chicago, Illinois	$13.1M	+$200K	2	0.23%	Increased
630	GIM Greystone Investment Management Cincinnati, Ohio	$12.9M	-$292K	1	6.01%	Reduced
631	UR USCA RIA Houston, Texas	$12.9M	+$3.29M	5	1.42%	Increased
632	Weiss Multi-Strategy Advisers New York	$12.8M	-$27.8M	3	0.41%	Reduced
633	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$12.8M	+$406K	13	0.62%	Increased
634	SCA Summit Creek Advisors Minneapolis, Minnesota	$12.7M	+$1.19K	1	2.32%	Increased
635	Winton Group London, United Kingdom	$12.7M	-$17.4M	15	0.36%	Reduced
636	Profund Advisors Bethesda, Maryland	$12.7M	-$982K	16	0.51%	Reduced
637	Candriam SCA Strassen, Luxembourg, Luxembourg	$12.7M	-$1.46M	5	0.22%	Reduced
638	AFIA America First Investment Advisors Omaha, Nebraska	$12.7M	+$125K	1	4.68%	Increased
639	BCM Basswood Capital Management New York	$12.6M	$0	1	0.54%	Maintained
640	CCM Cadence Capital Management Boston, Massachusetts	$12.6M	-$1.31M	9	0.82%	Reduced
641	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$12.6M	+$12.7M	2	1.9%	Increased
642	Meitav Investment House Bene-Beraq, Israel	$12.5M	+$12.4M	2	0.64%	New
643	AP Archon Partners Princeton Junction, New Jersey	$12.5M	$0	1	2.72%	Maintained
644	SCP Sandhill Capital Partners Buffalo, New York	$12.4M	-$7.1M	1	2.03%	Reduced
645	IA Icon Advisers Greenwood Village, Colorado	$12.3M	-$286K	2	0.93%	Reduced
646	NPPM North Point Portfolio Managers Orange Village, Ohio	$12.3M	-$134K	1	2.11%	Reduced
647	DP Dearborn Partners Chicago, Illinois	$12.2M	-$333K	2	0.94%	Reduced
648	Freestone Capital Holdings Seattle, Washington	$12.1M	+$3.34M	3	0.71%	Increased
649	RA RMR Advisors Newton, Massachusetts	$12.1M	-$528K	5	5.06%	Reduced
650	GH GAM Holding Zurich, Switzerland	$12.1M	-$1.74M	6	0.43%	Reduced