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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
451	NA Navellier & Associates Reno, Nevada	$21.1M	+$2.84M	7	3.01%	Increased
452	IAM Impax Asset Management Portsmouth, New Hampshire	$21M	-$828K	2	1.2%	Reduced
453	Fisher Asset Management Camas, Washington	$20.9M	-$2.65M	7	0.04%	Reduced
454	Westwood Holdings Group Dallas, Texas	$20.8M	+$8.55M	3	0.18%	Increased
455	SM Selkirk Management Chatham, New Jersey	$20.7M	$0	1	12.72%	Maintained
456	MAA Matrix Asset Advisors White Plains, New York	$20.6M	+$1.56M	1	3.63%	Increased
457	Capital International Sarl Los Angeles, California	$20.5M	-$1.12M	3	1.73%	Reduced
458	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$20.5M	+$5.09M	6	0.22%	Increased
459	MSA Mason Street Advisors Milwaukee, Wisconsin	$20.3M	+$983K	12	0.58%	Increased
460	BTP Bloom Tree Partners New York	$20.2M	+$18.6M	1	1.56%	New
461	Cornerstone Investment Partners Atlanta, Georgia	$20.2M	$0	1	0.88%	Maintained
462	GAMCO Investors Greenwich, Connecticut	$20.1M	-$414K	2	0.13%	Reduced
463	WAM World Asset Management Detroit, Michigan	$20.1M	+$588K	11	0.71%	Increased
464	GC Globeflex Capital San Diego, California	$20M	-$476K	8	5.01%	Reduced
465	Ferguson Wellman Capital Management Portland, Oregon	$20M	+$12.1M	3	0.85%	Increased
466	Whale Rock Capital Management Boston, Massachusetts	$20M	-$22.9K	1	1.29%	Reduced
467	Trillium Asset Management Boston, Massachusetts	$19.9M	-$7.66M	2	1.27%	Reduced
468	PFC Phocas Financial Corp Alameda, California	$19.8M	-$71.2K	4	1.13%	Reduced
469	Sterling Capital Management Charlotte, North Carolina	$19.8M	-$6.74M	6	0.18%	Reduced
470	BSPF British Steel Pension Fund London, United Kingdom	$19.8M	$0	1	2.54%	Maintained
471	ORIO Old Republic International (ORI) Chicago, Illinois	$19.7M	$0	1	0.85%	Maintained
472	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$19.6M	+$84.9K	1	2.5%	Increased
473	RC Rivulet Capital Summit, New Jersey	$19.4M	-$10.9M	1	3.95%	Reduced
474	Axiom Investors Greenwich, Connecticut	$19.2M	+$1.02M	2	0.54%	Increased
475	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$19.2M	+$11.1M	1	1.98%	Increased