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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
701	Hotchkis & Wiley Capital Management Los Angeles, California	$19M	+$2.28M	3	0.06%	Increased
702	Farmers & Merchants Investments Inc Lincoln, Nebraska	$19M	+$44.4K	11	0.85%	Increased
703	Ziegler Capital Management Chicago, Illinois	$18.9M	-$1.33M	4	0.63%	Reduced
704	DF Dent & Co Baltimore, Maryland	$18.9M	+$1.7M	2	0.2%	Increased
705	Meiji Yasuda Asset Management Tokyo, Japan	$18.9M	-$979K	5	0.9%	Reduced
706	DDD Partners Bellevue, Washington	$18.8M	+$571K	1	2.86%	Increased
707	Empyrean Capital Partners Los Angeles, California	$18.8M	$0	1	0.43%	Maintained
708	AWCI Alpine Woods Capital Investors Purchase, New York	$18.7M	-$31.1K	3	1.94%	Reduced
709	MWM Madison Wealth Management Cincinnati, Ohio	$18.7M	+$548K	1	4.12%	Increased
710	RIM Redpoint Investment Management Sydney, NSW, Australia	$18.7M	+$110K	9	1.52%	Increased
711	South Dakota Investment Council Sioux Falls, South Dakota	$18.7M	-$1.3M	4	0.33%	Reduced
712	Twin Capital Management Mcmurray, Pennsylvania	$18.6M	+$2.69M	5	1.72%	Increased
713	Verition Fund Management Greenwich, Connecticut	$18.6M	+$757K	14	0.17%	Increased
714	Northeast Financial Consultants Westport, Connecticut	$18.5M	-$121K	1	1.25%	Reduced
715	BCM Barometer Capital Management Toronto, Ontario, Canada	$18.5M	+$3.42M	1	3.53%	Increased
716	BCM Brasada Capital Management Houston, Texas	$18.4M	+$1.6M	4	3.61%	Increased
717	Highbridge Capital Management New York	$18.4M	+$12.5M	2	0.51%	Increased
718	Lockheed Martin Investment Management Bethesda, Maryland	$18.4M	+$14.2M	3	0.96%	Increased
719	VDBMI Van Den Berg Management I Austin, Texas	$18.3M	-$628K	1	3.61%	Reduced
720	CA Cullinan Associates Louisville, Kentucky	$18.3M	-$7.54M	3	1.03%	Reduced
721	KCM Kingdon Capital Management New York	$18.3M	-$22.3M	1	2.12%	Reduced
722	Foster & Motley Cincinnati, Ohio	$18.2M	-$1.61M	7	1.53%	Reduced
723	Kentucky Retirement Systems Frankfort, Kentucky	$18.2M	-$693K	7	0.86%	Reduced
724	Torray Investment Partners Bethesda, Maryland	$18.1M	-$2.04M	2	2.66%	Reduced
725	MPAM Monarch Partners Asset Management Boston, Massachusetts	$18.1M	+$8.41M	2	2.6%	Increased