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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
776	ZDA Zweig-DiMenna Associates New York	$64M	-$87.8K	5	5.81%	Reduced
777	CP CenterBook Partners Greenwich, Connecticut	$63.7M	-$3.04M	21	3.13%	Reduced
778	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$63.4M	+$64M	2	4.41%	Increased
779	HIC Hartline Investment Corp Winnetka, Illinois	$62.8M	-$13.7M	4	5.47%	Reduced
780	EI EAM Investors Solana Beach, California	$62.8M	+$2.27M	11	5.59%	Increased
781	HB Wealth Management Atlanta, Georgia	$62M	+$2.86M	20	0.35%	Increased
782	Munich Reinsurance Munich,	$61.8M	-$7.09M	4	1.35%	Reduced
783	Baker Avenue Asset Management San Francisco, California	$61.7M	-$7.1M	12	1.17%	Reduced
784	Davis Selected Advisers Tucson, Arizona	$61.6M	-$2.77M	4	0.26%	Reduced
785	Prospera Financial Services Dallas, Texas	$61.5M	+$14.4M	18	0.89%	Increased
786	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$61.4M	+$1.95M	6	0.66%	Increased
787	AE Wealth Management Topeka, Kansas	$61.1M	-$4.53M	22	0.29%	Reduced
788	Peregrine Capital Management Minneapolis, Minnesota	$61M	+$1.58M	4	1.98%	Increased
789	Callan Family Office Radnor, Pennsylvania	$60.7M	+$2.99M	20	1.19%	Increased
790	Annex Advisory Services Brookfield, Wisconsin	$60.5M	-$2.5M	5	1.03%	Reduced
791	BRIM Broad Run Investment Management Arlington, Virginia	$60.4M	-$359K	2	9.3%	Reduced
792	Pallas Capital Advisors Braintree, Massachusetts	$60.1M	-$4.65M	17	1.85%	Reduced
793	Apollon Wealth Management Mount Pleasant, South Carolina	$60.1M	+$17.1M	26	0.73%	Increased
794	iA Global Asset Management Quebec, Quebec, Canada	$60M	-$8.12M	6	0.71%	Reduced
795	Harvest Fund Management Beijing, China	$59.8M	+$19.5M	15	1.98%	Increased
796	KMC Kirr Marbach & Co Columbus, Indiana	$59.7M	-$343K	2	10.06%	Reduced
797	New Mexico Educational Retirement Board Santa Fe, New Mexico	$59.7M	+$1.54M	15	1.5%	Increased
798	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$59.5M	-$12.9M	6	1.39%	Reduced
799	Perigon Wealth Management San Francisco, California	$59.4M	+$8.51M	24	0.94%	Increased
800	GLCM Greenlea Lane Capital Management Weston, Connecticut	$59.3M	$0	1	16.29%	Maintained