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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
676	SM Saya Management New York	$12.5M	+$16M	1	7.12%	New
677	DI Dalton Investments Las Vegas, Nevada	$12.5M	-$6.18M	2	9.7%	Reduced
678	SAS Stelac Advisory Services New York	$12.5M	+$13.6M	2	6.04%	New
679	FM Foster & Motley Cincinnati, Ohio	$12.5M	+$4.76M	7	1.86%	Increased
680	CGM Capital Growth Management Boston, Massachusetts	$12.5M	-$17.9M	1	1.75%	Reduced
681	KA Kintegral Advisory New York	$12.5M	+$3.92M	6	2.43%	Increased
682	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$12.5M	+$1.69M	1	8.61%	Increased
683	Caxton Associates (New York) New York	$12.3M	+$11.5M	8	2.26%	Increased
684	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$12.3M	+$792K	2	1.29%	Increased
685	NIP Nicholas Investment Partners Rancho Santa Fe, California	$12.3M	+$1.06M	2	2.39%	Increased
686	SM Selkirk Management Chatham, New Jersey	$12.2M	$0	1	6.91%	Maintained
687	CIS Connors Investor Services Wyomissing, Pennsylvania	$12.2M	+$1.27K	1	2.12%	Increased
688	AIM AIA Investment Management Singapore	$12.1M	+$6.91M	5	2.5%	Increased
689	Atria Investments Charlotte, North Carolina	$12M	-$11M	7	0.92%	Reduced
690	FTI Fiduciary Trust International Lincoln, Massachusetts	$12M	+$1.29M	2	2.23%	Increased
691	GAI General American Investors New York	$12M	$0	1	1.62%	Maintained
692	GAMCO Investors Greenwich, Connecticut	$12M	+$2M	6	0.14%	Increased
693	Bragg Financial Advisors Charlotte, North Carolina	$11.9M	+$1.29M	2	1.6%	Increased
694	DAM Delta Asset Management Memphis, Tennessee	$11.8M	+$4.28M	5	1.87%	Increased
695	UONDDL University of Notre Dame du Lac South Bend, Indiana	$11.8M	+$15.4M	1	3.64%	New
696	IP Interval Partners New York	$11.8M	-$4.98M	2	0.9%	Reduced
697	TCM Twin Capital Management Mcmurray, Pennsylvania	$11.7M	-$5.52M	3	1.26%	Reduced
698	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$11.6M	-$1.35M	5	2.19%	Reduced
699	Two Sigma Investments New York	$11.6M	-$184M	8	0.09%	Reduced
700	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$11.6M	+$1.55M	2	2.02%	Increased