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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
301	AIG American International Group New York	$53.6M	-$13.2M	22	0.22%	Reduced
302	CC Colrain Capital Boston, Massachusetts	$53.5M	-$1.55M	2	4.46%	Reduced
303	Nomura Asset Management Tokyo, Japan	$53.1M	-$577K	8	0.95%	Reduced
304	Obermeyer Wealth Partners Aspen, Colorado	$53.1M	+$18.2M	3	4.34%	Increased
305	Sentry Investments Toronto, Ontario, Canada	$53M	-$3.4M	1	0.67%	Reduced
306	Addenda Capital Montreal, Quebec, Canada	$52.7M	-$1.52M	1	4.46%	Reduced
307	Pinnacle Associates New York	$52.5M	-$417K	5	0.98%	Reduced
308	Aberdeen Asset Management Aberdeen, United Kingdom	$52.5M	+$2.79M	7	0.14%	Increased
309	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$52.1M	-$2.09M	2	2.15%	Reduced
310	Conestoga Capital Advisors Wayne, Pennsylvania	$50.9M	-$1.01M	1	3.48%	Reduced
311	TCG Tremblant Capital Group West Palm Beach, Florida	$50.4M	-$3.78M	1	3.26%	Reduced
312	WM WS Management Jacksonville, Florida	$50M	+$45.9M	1	1.67%	New
313	NSCM New South Capital Management Memphis, Tennessee	$49.9M	+$10.6M	1	1.26%	Increased
314	Gabelli Funds Rye, New York	$49.6M	-$646K	7	0.25%	Reduced
315	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$49M	-$9.71M	2	0.69%	Reduced
316	ProShare Advisors Bethesda, Maryland	$47.8M	-$1.83M	14	0.56%	Reduced
317	VCM V3 Capital Management Dallas, Texas	$47.6M	+$47.4M	2	8.73%	New
318	Moore Capital Management New York	$47.5M	+$28.4M	5	1.04%	Increased
319	Granahan Investment Management Waltham, Massachusetts	$47.3M	+$3.82M	3	1.35%	Increased
320	US Bancorp Minneapolis, Minnesota	$47.1M	-$4.84M	19	0.18%	Reduced
321	NRC North Run Capital Boston, Massachusetts	$46.7M	-$24.9M	1	5.11%	Reduced
322	MAMU Marathon Asset Management (UK) London, United Kingdom	$45.9M	+$328K	1	1.11%	Increased
323	VFA Virtus Fund Advisers Hartford, Connecticut	$45.4M	-$730K	5	0.34%	Reduced
324	SCCM Schafer Cullen Capital Management New York	$45.3M	+$4.91M	2	0.45%	Increased
325	Zacks Investment Management Chicago, Illinois	$45.1M	+$2.22M	2	1.43%	Increased