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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
851	Advisory Services Network Atlanta, Georgia	$16.1M	-$319K	12	0.46%	Reduced
852	CP Centerbridge Partners New York	$16M	+$1.65M	1	0.91%	Increased
853	DF Dent & Co Baltimore, Maryland	$16M	+$68K	2	0.16%	Increased
854	Jasper Ridge Partners Menlo Park, California	$16M	$0	1	0.6%	Maintained
855	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$15.9M	+$997K	5	1.06%	Increased
856	ACM Afton Capital Management Charlotte, North Carolina	$15.8M	+$14.1M	1	31.03%	New
857	2L 22NW LP Seattle, Washington	$15.8M	$0	1	4.89%	Maintained
858	Hawk Ridge Capital Management Los Angeles, California	$15.7M	+$968K	1	0.97%	Increased
859	BSCM Berry Street Capital Management London, United Kingdom	$15.7M	+$9.97M	1	1.62%	Increased
860	Hotchkis & Wiley Capital Management Los Angeles, California	$15.6M	-$1.52M	3	0.05%	Reduced
861	Lincoln National Corp Radnor, Pennsylvania	$15.5M	+$588K	7	0.31%	Increased
862	Kayne Anderson Capital Advisors Los Angeles, California	$15.5M	-$428K	4	0.46%	Reduced
863	TD Private Client Wealth New York	$15.4M	-$767K	12	0.64%	Reduced
864	Haverford Trust Company Radnor, Pennsylvania	$15.4M	-$109K	3	0.17%	Reduced
865	South Dakota Investment Council Sioux Falls, South Dakota	$15.3M	-$3.85M	5	0.26%	Reduced
866	EWM Executive Wealth Management Brighton, Michigan	$15.3M	-$382K	2	1.52%	Reduced
867	CA Cornerstone Advisors Asheville, North Carolina	$15.2M	+$2.99M	3	0.83%	Increased
868	AC Albar Capital London, United Kingdom	$15.2M	-$3.6M	2	4.81%	Reduced
869	PCA Private Capital Advisors Darien, Connecticut	$15.2M	-$225K	1	2.42%	Reduced
870	Engineers Gate Manager New York	$15.1M	-$704K	14	0.68%	Reduced
871	Cresset Asset Management Chicago, Illinois	$15M	+$3.02M	12	0.15%	Increased
872	TCM Thames Capital Management Roseland, New Jersey	$15M	-$26.5K	1	2.87%	Reduced
873	Avantax Advisory Services Dallas, Texas	$14.9M	+$900K	6	0.23%	Increased
874	Parallax Volatility Advisers San Francisco, California	$14.9M	+$3.66M	9	0.01%	Increased
875	NPPM North Point Portfolio Managers Orange Village, Ohio	$14.8M	-$415K	1	1.94%	Reduced