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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
401	Wedge Capital Management Charlotte, North Carolina	$28.1M	+$463K	3	0.3%	Increased
402	RCM Rutabaga Capital Management Boston, Massachusetts	$27.8M	+$6.61M	2	2.77%	Increased
403	Nisa Investment Advisors St. Louis, Missouri	$27.4M	+$1.47M	8	0.38%	Increased
404	Gulf International Bank (UK) London, United Kingdom	$27.4M	-$7.66M	6	0.51%	Reduced
405	HCM HMI Capital Management San Francisco, California	$27.1M	+$687K	1	12.66%	Increased
406	Adams Diversified Equity Fund Baltimore, Maryland	$27.1M	$0	2	1.79%	Maintained
407	AWCI Alpine Woods Capital Investors Purchase, New York	$27M	+$9.02M	6	1.44%	Increased
408	KBC Group Brussels, Belgium	$26.6M	-$31.1M	13	0.93%	Reduced
409	CAM Cortina Asset Management Milwaukee, Wisconsin	$26.5M	-$3.25M	3	1.13%	Reduced
410	VanEck Associates New York	$26.2M	-$1.3M	3	0.14%	Reduced
411	MAA Matrix Asset Advisors White Plains, New York	$25.8M	+$4.23M	1	3.01%	Increased
412	CC Cannell & Co New York	$25.8M	-$29.4M	4	0.81%	Reduced
413	GAMCO Investors Greenwich, Connecticut	$25.7M	+$952K	3	0.14%	Increased
414	CC Crosslink Capital Menlo Park, California	$25.6M	-$710K	2	3.28%	Reduced
415	Jacobs Levy Equity Management Florham Park, New Jersey	$25.3M	+$11.8M	4	0.42%	Increased
416	Fjarde Ap-fonden Stockholm, Sweden	$25.1M	+$7.34M	7	0.54%	Increased
417	LA LBN Advisers Central, Hong Kong	$25M	+$36.6M	1	21.12%	New
418	Carson Wealth (CWM LLC) Omaha, Nebraska	$25M	+$3.26M	2	3.63%	Increased
419	AIM Allen Investment Management New York	$25M	+$9.04M	1	2.07%	Increased
420	Cullen/Frost Bankers San Antonio, Texas	$24.4M	+$1.99M	2	0.99%	Increased
421	TCM Tensile Capital Management Larkspur, California	$24.4M	$0	1	5.96%	Maintained
422	GH GAM Holding Zurich, Switzerland	$24.2M	+$2.73M	12	0.35%	Increased
423	TSU TD Securities (USA) New York	$23.8M	-$145K	4	0.38%	Reduced
424	Placemark Investments Chicago, Illinois	$23.2M	+$763K	13	0.43%	Increased
425	Commerce Bank Kansas City, Missouri	$23M	+$520K	3	0.38%	Increased