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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
376	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$32.6M	+$31.1M	1	1.47%	New
377	CCM Century Capital Management Boston, Massachusetts	$32.1M	-$6.92M	3	1.85%	Reduced
378	SC Salzman & Co Pittsford, New York	$31.9M	+$624K	1	7.13%	Increased
379	Gateway Investment Advisers Cincinnati, Ohio	$31.8M	-$11.4M	4	0.26%	Reduced
380	HCM HMI Capital Management San Francisco, California	$31.1M	+$2.03M	1	14.69%	Increased
381	Robeco Institutional Asset Management Rotterdam, Netherlands	$30.9M	-$956K	6	0.22%	Reduced
382	Natixis Advisors Boston, Massachusetts	$30.9M	+$6.27M	8	0.58%	Increased
383	CC Crosslink Capital Menlo Park, California	$30.2M	+$1.87M	3	4.19%	Increased
384	EC EMS Capital New York	$29.9M	+$28.5M	1	5.21%	New
385	AIP ARS Investment Partners New York	$29.6M	+$20.4M	2	5.03%	Increased
386	MAA Matrix Asset Advisors White Plains, New York	$29.5M	+$1.74M	1	3.33%	Increased
387	AIM Allen Investment Management New York	$29.5M	+$7.63M	2	2.23%	Increased
388	RCM Rutabaga Capital Management Boston, Massachusetts	$29.3M	+$961K	2	2.81%	Increased
389	Ferguson Wellman Capital Management Portland, Oregon	$29.3M	-$7.97M	3	1.18%	Reduced
390	Gulf International Bank (UK) London, United Kingdom	$29.2M	+$717K	6	0.52%	Increased
391	Locust Wood Capital Advisers New York	$29M	+$845K	1	3.84%	Increased
392	WC Walthausen & Co Malta, New York	$28.8M	+$2.83M	2	2.22%	Increased
393	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$28.8M	-$5.97M	5	0.22%	Reduced
394	CC Carlson Capital Dallas, Texas	$28.7M	+$25.9M	1	0.28%	New
395	Jericho Capital Asset Management New York	$28.6M	-$24.2M	1	1.85%	Reduced
396	UBS O'Connor Chicago, Illinois	$28.5M	+$24.3M	4	0.5%	Increased
397	GAMCO Investors Greenwich, Connecticut	$28.5M	-$823K	3	0.15%	Reduced
398	Nisa Investment Advisors St. Louis, Missouri	$28.4M	-$842K	7	0.39%	Reduced
399	Creative Planning Overland Park, Kansas	$28.1M	-$17.3K	18	0.29%	Reduced
400	CI Global Investments Oakland, California	$27.8M	+$26.5M	1	0.57%	New