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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	LI Leeward Investments Boston, Massachusetts	$37.1M	+$671K	2	1.7%	Increased
627	SIC Schwartz Investment Counsel Plymouth, Michigan	$37.1M	-$2.09M	4	1.37%	Reduced
628	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$37M	+$151K	10	0.57%	Increased
629	GIM Grassi Investment Management Santa Clara, California	$37M	+$44.5K	2	3.28%	Increased
630	KC Kadensa Capital Central, Hong Kong	$37M	+$12.7M	2	8.71%	Increased
631	MPM MBB Public Markets Chicago, Illinois	$36.9M	+$34.7M	10	0.75%	Increased
632	Oribel Capital Management New York	$36.8M	+$31.3M	1	4.93%	Increased
633	SRFM Shannon River Fund Management New York	$36.7M	-$19.1M	1	5.91%	Reduced
634	Natixis Paris, France	$36.5M	-$16.1M	10	0.21%	Reduced
635	Comgest Global Investors Paris, France	$36.4M	+$1.8M	2	0.5%	Increased
636	CIA CCM Investment Advisers Columbia, South Carolina	$36.4M	+$465K	3	4.27%	Increased
637	SCM Stanley Capital Management Houston, Texas	$36.2M	-$12.7M	1	7.4%	Reduced
638	Hancock Whitney Gulfport, Mississippi	$35.9M	-$2.17M	8	1.22%	Reduced
639	HP Highlander Partners Dallas, Texas	$35.8M	+$246K	1	23.84%	Increased
640	Burney Company Reston, Virginia	$35.8M	-$749K	8	1.37%	Reduced
641	Becker Capital Management Portland, Oregon	$35.6M	-$2.43M	3	1.22%	Reduced
642	Bragg Financial Advisors Charlotte, North Carolina	$35.6M	-$944K	3	1.59%	Reduced
643	Munro Partners Melbourne, Australia	$35.5M	+$23.5M	4	1.32%	Increased
644	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$35.5M	-$1.99M	8	0.58%	Reduced
645	UBV United Bank (Virginia) Vienna, Virginia	$35.4M	-$3.3M	2	4.39%	Reduced
646	Woodline Partners San Francisco, California	$35.4M	+$161K	2	0.34%	Increased
647	SW SVB Wealth Boston, Massachusetts	$35.2M	-$5.14M	8	0.87%	Reduced
648	PWAM Park West Asset Management San Francisco, California	$35.1M	-$35.5M	1	2.57%	Reduced
649	Stratos Wealth Partners Beachwood, Ohio	$35M	+$2.12M	12	0.56%	Increased
650	AE Wealth Management Topeka, Kansas	$34.9M	+$5.49M	5	0.35%	Increased