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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
651	PineBridge Investments New York	$13.3M	-$6.64M	8	0.31%	Reduced
652	KS Karpas Strategies Litchfield, Connecticut	$13.2M	-$405K	1	7.18%	Reduced
653	RIG Roosevelt Investment Group New York	$13.2M	+$788K	3	1.51%	Increased
654	MML Investors Services Springfield, Massachusetts	$13.2M	+$486K	8	0.23%	Increased
655	TCM Tygh Capital Management Portland, Oregon	$13.2M	-$5.59M	2	2.95%	Reduced
656	Erste Asset Management Vienna, Austria	$13.1M	+$2.02M	5	0.76%	Increased
657	Eastern Bank Boston, Massachusetts	$13.1M	-$304K	1	0.98%	Reduced
658	SSP Sixth Street Partners Dallas, Texas	$13.1M	+$13.8M	1	12.88%	New
659	Mercer Global Advisors Denver, Colorado	$13.1M	+$3.59M	10	0.29%	Increased
660	NCGI Next Century Growth Investors Plymouth, Minnesota	$13M	+$3.9M	3	2.11%	Increased
661	EULAV Asset Management Sarasota, Florida	$13M	+$221K	2	0.52%	Increased
662	MWM Madison Wealth Management Cincinnati, Ohio	$13M	-$738K	1	5.2%	Reduced
663	Squarepoint New York	$13M	-$13.3M	12	0.33%	Reduced
664	TCM Tributary Capital Management Omaha, Nebraska	$12.9M	+$13.5M	2	1.32%	Increased
665	SCM SkyTop Capital Management Rutherford, New Jersey	$12.9M	+$3.49M	2	13.34%	Increased
666	AFIA America First Investment Advisors Omaha, Nebraska	$12.9M	-$768K	1	4.68%	Reduced
667	Rafferty Asset Management New York	$12.9M	-$19.6M	7	0.54%	Reduced
668	MCM Matarin Capital Management New York	$12.8M	-$5.12M	2	1.98%	Reduced
669	BPIM Brant Point Investment Management New York	$12.8M	-$3.39M	3	1.61%	Reduced
670	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$12.7M	-$113K	3	1.81%	Reduced
671	PP Paloma Partners Greenwich, Connecticut	$12.7M	-$3.05M	8	0.71%	Reduced
672	Gratus Capital Atlanta, Georgia	$12.7M	+$874K	3	2.36%	Increased
673	GIM Goelzer Investment Management Carmel, Indiana	$12.6M	-$140K	4	1.44%	Reduced
674	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$12.6M	+$1.2M	1	2.47%	Increased
675	Jasper Ridge Partners Menlo Park, California	$12.5M	$0	1	1%	Maintained