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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	Capstone Investment Advisors New York	$24.4M	+$15.5M	4	0.04%	Increased
702	Hudson Bay Capital Management Stamford, Connecticut	$24.4M	-$8.53M	5	0.25%	Reduced
703	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$24.3M	+$1.23M	6	1.51%	Increased
704	Kornitzer Capital Management Shawnee Mission, Kansas	$24.3M	-$14.7M	5	0.36%	Reduced
705	PCM Prelude Capital Management New York	$24.2M	+$2.13M	9	0.62%	Increased
706	AC AltraVue Capital Bellevue, Washington	$24.2M	-$97.7K	1	3.21%	Reduced
707	OGC Oak Grove Capital North Hampton, New Hampshire	$24.2M	-$367K	1	4.21%	Reduced
708	SGCM Sand Grove Capital Management London, United Kingdom	$24M	+$22.7M	1	3.05%	New
709	CS Central Securities New York	$23.8M	$0	1	2.36%	Maintained
710	CAPTRUST Financial Advisors Raleigh, North Carolina	$23.7M	+$574K	26	0.16%	Increased
711	Nicholas Company Milwaukee, Wisconsin	$23.7M	-$15.3M	4	0.39%	Reduced
712	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$23.7M	-$191K	7	1.2%	Reduced
713	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$23.6M	+$409K	1	2.67%	Increased
714	AFIA America First Investment Advisors Omaha, Nebraska	$23.6M	+$9.74K	1	6.68%	Increased
715	BCP BSN Capital Partners London, United Kingdom	$23.6M	+$27.6M	1	1.5%	New
716	Heard Capital LLC Chicago, Illinois	$23.6M	+$20.5M	2	3.69%	Increased
717	Ameritas Investment Partners Lincoln, Nebraska	$23.5M	-$543K	21	0.79%	Reduced
718	Kovitz Investment Group Partners Chicago, Illinois	$23.5M	+$3.38M	3	0.55%	Increased
719	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$23M	+$6.14M	3	0.45%	Increased
720	SIG Sargent Investment Group Bethesda, Maryland	$23M	+$2.54M	2	5.25%	Increased
721	LBC Lowe Brockenbrough & Co Richmond, Virginia	$22.9M	+$1.44M	3	1.68%	Increased
722	Kentucky Retirement Systems Frankfort, Kentucky	$22.9M	+$475K	7	0.93%	Increased
723	Nippon Life Global Investors Americas New York	$22.9M	-$214K	3	1.08%	Reduced
724	KA Kintegral Advisory New York	$22.8M	$0	6	2.37%	Maintained
725	VHMC Value Holdings Management Company Hampton Bays, New York	$22.8M	$0	1	4.87%	Maintained