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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
1201	SM Senvest Management New York	$25.8M	-$21.7M	2	0.76%	Reduced
1202	PIM Plato Investment Management Sydney, NSW, Australia	$25.7M	+$826K	9	1.47%	Increased
1203	BWP Barlow Wealth Partners Louisville, Kentucky	$25.7M	-$3.79M	3	2.78%	Reduced
1204	TCA Troluce Capital Advisors Dorado, Puerto Rico	$25.7M	-$62M	2	2.65%	Reduced
1205	UCMOK United Capital Management of KS Salina, Kansas	$25.7M	-$7.18M	1	3.37%	Reduced
1206	Fulton Bank Lancaster, Pennsylvania	$25.7M	+$70.6K	13	0.79%	Increased
1207	TS Triglav Skladi Ljubljana, Slovenia	$25.6M	+$3.47M	9	1.35%	Increased
1208	CF CNA Financial Chicago, Illinois	$25.6M	+$9.75M	2	10.69%	Increased
1209	PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen,	$25.5M	-$127M	1	0.58%	Reduced
1210	SignatureFD Atlanta, Georgia	$25.5M	+$1.15M	41	0.34%	Increased
1211	WAS WESPAC Advisors SoCal Pasadena, California	$25.5M	+$1.27M	4	4.55%	Increased
1212	JMFC J.M. Forbes & Co Boston, Massachusetts	$25.4M	-$127K	2	2%	Reduced
1213	TCM Tensile Capital Management Larkspur, California	$25.4M	-$2.14M	1	3.51%	Reduced
1214	MAMHA MY.Alpha Management HK Advisors Hong Kong	$25.4M	-$293K	1	9.78%	Reduced
1215	RAM Robinhood Asset Management Menlo Park, California	$25.3M	+$24.3M	2	1.36%	New
1216	AF Alerus Financial Grand Forks, North Dakota	$25.3M	-$4.99M	10	1.11%	Reduced
1217	SCGE Management Menlo Park, California	$25.3M	+$27.5M	1	0.43%	New
1218	Capital Investment Advisors Atlanta, Georgia	$25.2M	-$186K	9	0.33%	Reduced
1219	NFT Nan Fung Trinity Central, Hong Kong, Hong Kong	$25.2M	+$24.1M	2	2.49%	New
1220	FFM Fullerton Fund Management Singapore	$25.2M	-$3.65M	4	1.62%	Reduced
1221	Parallel Advisors San Francisco, California	$25.2M	+$2.94M	44	0.38%	Increased
1222	KC Kadensa Capital Central, Hong Kong	$25.2M	-$4.29M	2	5.37%	Reduced
1223	SIG Sargent Investment Group Bethesda, Maryland	$25M	-$2.04M	5	3.01%	Reduced
1224	Greenleaf Trust Kalamazoo, Michigan	$25M	+$506K	18	0.24%	Increased
1225	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$25M	+$15.3M	10	1.88%	Increased