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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
476	LBC Lowe Brockenbrough & Co Richmond, Virginia	$14.4M	+$13.8M	3	2.67%	New
477	HCMT Highland Capital Management (Texas) Dallas, Texas	$14.3M	+$14M	1	1.09%	New
478	Nicholas Company Milwaukee, Wisconsin	$14.1M	+$15.1M	1	0.43%	New
479	Obermeyer Wealth Partners Aspen, Colorado	$14.1M	+$14.3M	2	3.91%	New
480	CC Caspian Capital New York	$14M	+$18.4M	1	6.66%	New
481	REMS Real Estate Management Services	$14M	+$15M	2	3.4%	New
482	Mutual of America Capital Management New York	$14M	+$14.8M	6	0.41%	New
483	GC Gratry & Company Beachwood, Ohio	$14M	+$14M	2	5.43%	New
484	VAM Visium Asset Management New York	$13.9M	+$13.3M	4	0.33%	New
485	Cullen/Frost Bankers San Antonio, Texas	$13.9M	+$13.3M	2	0.73%	New
486	F&C Asset Management Edinburgh, Scotland, United Kingdom	$13.9M	+$15.2M	6	0.19%	New
487	State of Alaska Department of Revenue Juneau, Alaska	$13.8M	+$14.8M	3	3.64%	New
488	Palisade Capital Management Fort Lee, New Jersey	$13.7M	+$14.8M	2	0.39%	New
489	MTC McDaniel Terry & Co Austin, Texas	$13.6M	+$13.1M	1	4.04%	New
490	WesBanco Bank Wheeling, West Virginia	$13.5M	+$13M	4	0.88%	New
491	Adams Diversified Equity Fund Baltimore, Maryland	$13.5M	+$12.9M	1	1.07%	New
492	MPM Meritage Portfolio Management Overland Park, Kansas	$13.5M	+$13.3M	4	1.93%	New
493	Royal London Asset Management United Kingdom	$13.5M	+$14.4M	5	0.39%	New
494	Snyder Capital Management San Francisco, California	$13.4M	+$17.6M	1	0.72%	New
495	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$13.4M	+$13.4M	2	2.06%	New
496	SCM Suffolk Capital Management New York	$13.4M	+$12.9M	2	1.93%	New
497	KAM Keeley Asset Management Chicago, Illinois	$13.3M	+$15.5M	3	0.26%	New
498	SCM Sigma Capital Management Stamford, Connecticut	$13.3M	+$14.1M	3	0.61%	New
499	Kornitzer Capital Management Shawnee Mission, Kansas	$13.1M	+$13.9M	3	0.17%	New
500	People's United Financial Bridgeport, Connecticut	$13.1M	+$12.6M	2	0.85%	New