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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
426	CCM Cupps Capital Management Chicago, Illinois	$21.1M	+$4.83M	2	1.44%	Increased
427	Sarasin & Partners London, United Kingdom	$20.8M	+$3.54M	3	0.29%	Increased
428	Kennedy Capital Management St Louis, Missouri	$20.8M	-$5.46M	6	0.38%	Reduced
429	Dana Investment Advisors Waukesha, Wisconsin	$20.5M	-$1.11M	2	1.32%	Reduced
430	CAM Contour Asset Management New York	$20.4M	+$1.96M	1	1.12%	Increased
431	CIM Corbyn Investment Management Lutherville, Maryland	$20.3M	$0	1	3.61%	Maintained
432	HCMT Highland Capital Management (Texas) Dallas, Texas	$20.2M	-$5.2M	2	1.1%	Reduced
433	Oberweis Asset Management Lisle, Illinois	$20.1M	-$1.14M	1	4.87%	Reduced
434	GACM Green Arrow Capital Management New York	$20M	+$15.2M	2	1.41%	Increased
435	RCM Rutabaga Capital Management Boston, Massachusetts	$19.9M	+$961K	1	1.92%	Increased
436	TCM Tensile Capital Management Larkspur, California	$19.9M	+$18.6M	1	5.62%	New
437	ExxonMobil Investment Management Irving, Texas	$19.8M	-$401K	4	0.46%	Reduced
438	TCM Tekne Capital Management New York	$19.8M	+$17.8M	1	2.49%	New
439	CC Crosslink Capital Menlo Park, California	$19.7M	+$4.78M	2	1.78%	Increased
440	IIM Ivory Investment Management New York	$19.4M	+$13.9M	2	0.95%	Increased
441	Mitsubishi UFJ Asset Management Tokyo, Japan	$19.4M	-$3.94M	8	0.56%	Reduced
442	CCI Columbus Circle Investors	$18.6M	+$278K	1	0.13%	Increased
443	SONJCPFE State of New Jersey Common Pension Fund E Trenton, New Jersey	$18.6M	+$8.27M	2	3.1%	Increased
444	PFC Phocas Financial Corp Alameda, California	$18.4M	-$11.5M	3	0.82%	Reduced
445	IAM Impax Asset Management Portsmouth, New Hampshire	$18.4M	-$3.58M	1	1.17%	Reduced
446	Mutual of America Capital Management New York	$18.3M	+$160K	5	0.45%	Increased
447	DM Delphi Management Brookline, Massachusetts	$18.2M	-$726K	2	1.98%	Reduced
448	CAM Capstone Asset Management Houston, Texas	$18.1M	-$5.48M	13	0.53%	Reduced
449	SIC Schwartz Investment Counsel Plymouth, Michigan	$18.1M	$0	2	1.36%	Maintained
450	PIP Perennial Investment Partners Sydney, Australia	$18M	+$94.8K	2	5.18%	Increased