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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	Granahan Investment Management Waltham, Massachusetts	$51.7M	-$1.52M	3	1.77%	Reduced
302	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$51.6M	-$9.61M	1	2.95%	Reduced
303	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$51.4M	+$50.5M	5	18.41%	New
304	HCM HMI Capital Management San Francisco, California	$50.7M	$0	1	7.91%	Maintained
305	Zevenbergen Capital Investments Edmonds, Washington	$50.6M	-$2.36M	2	2.38%	Reduced
306	Saturna Capital Bellingham, Washington	$50.6M	-$1.13M	2	1.78%	Reduced
307	Fidelity International Hamilton, Bermuda	$50.6M	+$1.1M	3	0.15%	Increased
308	Gulf International Bank (UK) London, United Kingdom	$50.3M	+$32.2K	8	0.77%	Increased
309	Manning & Napier Advisors Fairport, New York	$50M	+$8.19M	5	0.33%	Increased
310	DCM Daruma Capital Management New York	$49.7M	+$2.12M	1	2.83%	Increased
311	Conestoga Capital Advisors Wayne, Pennsylvania	$49.1M	+$192K	1	3.27%	Increased
312	Suntrust Banks Atlanta, Georgia	$48.8M	-$2.25M	11	0.29%	Reduced
313	Calamos Advisors Naperville, Illinois	$47.8M	+$10.7M	4	0.38%	Increased
314	MC MIG Capital Newport Beach, California	$47.5M	+$1.67M	1	8.26%	Increased
315	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$47.3M	+$3M	1	2.12%	Increased
316	Hennessy Advisors Inc Novato, California	$46.1M	+$38.1M	3	1.37%	Increased
317	TPSF Texas Permanent School Fund Austin, Texas	$45.7M	-$1.05M	12	0.61%	Reduced
318	SFM Systematic Financial Management Teaneck, New Jersey	$45.4M	-$17.3M	4	0.72%	Reduced
319	TCG Tremblant Capital Group West Palm Beach, Florida	$45.4M	-$9.01M	1	2.88%	Reduced
320	QS Investors New York	$45M	+$5.22M	14	0.37%	Increased
321	United Capital Financial Advisors Irving, Texas	$45M	+$1.73M	8	0.44%	Increased
322	Gabelli Funds Rye, New York	$44.6M	+$1.02M	8	0.26%	Increased
323	Private Management Group Irvine, California	$44.4M	+$11.1M	2	2.51%	Increased
324	KeyBank National Association Cleveland, Ohio	$44.3M	-$1.88M	10	0.28%	Reduced
325	NIMC NWQ Investment Management Company Los Angeles, California	$43.7M	+$8.24M	3	0.59%	Increased