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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	SCM SIR Capital Management New York	$39.4M	+$33.6M	4	3.46%	Increased
627	Delta Asset Management Memphis, Tennessee	$39.2M	-$904K	9	3.72%	Reduced
628	Kornitzer Capital Management Shawnee Mission, Kansas	$39M	-$54.2K	7	0.8%	Reduced
629	Chicago Capital Chicago, Illinois	$38.8M	+$236K	6	1.1%	Increased
630	Elo Mutual Pension Insurance Espoo, Finland	$38.5M	+$6.57M	6	0.86%	Increased
631	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$38.3M	+$2M	8	0.77%	Increased
632	Bragg Financial Advisors Charlotte, North Carolina	$38.2M	+$375K	4	1.57%	Increased
633	LGT Capital Partners Pfaeffikon, Switzerland	$38.2M	-$5.53M	1	1.7%	Reduced
634	SAM Scopus Asset Management New York	$38.1M	+$3.95M	5	0.75%	Increased
635	Clear Harbor Asset Management Stamford, Connecticut	$38.1M	+$408K	6	3.01%	Increased
636	Senator Investment Group New York	$38M	-$45.8M	3	2.01%	Reduced
637	Hennessy Advisors Inc Novato, California	$37.9M	-$5.33M	3	1.26%	Reduced
638	Connors Investor Services Wyomissing, Pennsylvania	$37.4M	+$11M	4	3.72%	Increased
639	Vinva Investment Management Sydney, Australia	$37.2M	+$4.23M	6	1.48%	Increased
640	Intact Investment Management Montreal, Quebec, Canada	$37.2M	-$11.7M	5	1.28%	Reduced
641	Ostrum Asset Management Paris, France	$37.1M	+$29.1M	12	1.95%	Increased
642	JSP Jackson Square Partners Larkspur, California	$37M	+$51.3M	2	4.98%	New
643	GCA GSI Capital Advisors Newport Beach, California	$36.8M	-$1.97M	3	19.31%	Reduced
644	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$36.8M	+$1.05M	4	0.12%	Increased
645	Becker Capital Management Portland, Oregon	$36.5M	+$2.33M	3	1.2%	Increased
646	AIA Group Hong Kong	$36.4M	-$13.1M	3	0.89%	Reduced
647	Cumberland Partners Toronto, Ontario, Canada	$36.3M	-$22.9M	2	2.8%	Reduced
648	SCM Simcoe Capital Management New York	$36.1M	-$6.6M	1	6.47%	Reduced
649	Country Trust Bank Bloomington, Illinois	$36.1M	+$6.88M	4	0.91%	Increased
650	Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$35.9M	-$104K	1	4.73%	Reduced