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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
726	OCM OLP Capital Management Causeway Bay, Hong Kong	$22.8M	+$209K	1	10.64%	Increased
727	PS Pensionfund Sabic Sittard, Netherlands	$22.7M	$0	6	4.26%	Maintained
728	PM Pembroke Management Montreal, Quebec, Canada	$22.7M	+$1.13M	2	1.66%	Increased
729	BL BWCP LP Dallas, Texas	$22.6M	+$22.7M	1	12.12%	New
730	Cookson Peirce & Co Pittsburgh, Pennsylvania	$22.6M	+$18M	5	1.26%	Increased
731	DP DDD Partners Bellevue, Washington	$22.6M	+$340K	1	3.1%	Increased
732	Polar Asset Management Partners Toronto, Ontario, Canada	$22.5M	+$286K	6	0.24%	Increased
733	Bragg Financial Advisors Charlotte, North Carolina	$22.5M	$0	2	1.44%	Maintained
734	Temasek Holdings Singapore	$22.4M	$0	1	0.08%	Maintained
735	CCP Corient Capital Partners Newport Beach, California	$22.1M	+$169K	9	1.47%	Increased
736	GA GRS Advisors Chicago, Illinois	$22.1M	+$19.9M	2	5.33%	New
737	MWM Madison Wealth Management Cincinnati, Ohio	$22M	-$240K	1	4.41%	Reduced
738	PCA Providence Capital Advisors Charlotte, North Carolina	$21.9M	+$4.43M	4	6.04%	Increased
739	VDBMI Van Den Berg Management I Austin, Texas	$21.9M	+$185K	2	3.98%	Increased
740	NIM NXG Investment Management Dallas, Texas	$21.9M	-$2.67M	7	2.13%	Reduced
741	BCM Brasada Capital Management Houston, Texas	$21.9M	-$134K	4	4.13%	Reduced
742	Boston Trust Walden Boston, Massachusetts	$21.9M	-$15.4M	2	0.18%	Reduced
743	BPIM Brant Point Investment Management New York	$21.9M	-$346K	4	3.43%	Reduced
744	AWCI Alpine Woods Capital Investors Purchase, New York	$21.8M	-$62.1K	3	2.16%	Reduced
745	TC Towle & Co Denver, Colorado	$21.8M	-$249K	1	2.66%	Reduced
746	WMC Westwood Management Corporation Chicago, Illinois	$21.8M	+$10.4M	1	1.67%	Increased
747	FA FDx Advisors Chicago, Illinois	$21.7M	+$147K	10	0.6%	Increased
748	CCA Cobblestone Capital Advisors Rochester, New York	$21.6M	-$3.61M	2	1.39%	Reduced
749	Kestra Advisory Services Austin, Texas	$21.6M	-$2.75M	9	0.22%	Reduced
750	Elo Mutual Pension Insurance Espoo, Finland	$21.6M	+$1.47M	5	0.6%	Increased