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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	TCM Tygh Capital Management Portland, Oregon	$16.1M	+$6.97M	3	3.37%	Increased
477	GA GRS Advisors Chicago, Illinois	$16.1M	+$15.1M	1	0.93%	New
478	TC Towle & Co Denver, Colorado	$16M	+$5.19M	1	3.06%	Increased
479	CC Caspian Capital New York	$16M	-$5.54M	1	5.59%	Reduced
480	Magnetar Financial Evanston, Illinois	$16M	+$7.75M	3	0.33%	Increased
481	Fort Washington Investment Advisors Cincinnati, Ohio	$16M	+$11.2M	4	0.36%	Increased
482	People's United Financial Bridgeport, Connecticut	$15.9M	+$128K	2	0.91%	Increased
483	KAM Keeley Asset Management Chicago, Illinois	$15.9M	+$2.97M	3	0.27%	Increased
484	SAM Shell Asset Management The Hague, Netherlands	$15.8M	-$4.35M	7	0.27%	Reduced
485	Oppenheimer & Co New York	$15.7M	+$3.43M	7	0.5%	Increased
486	Klingenstein Fields & Co New York	$15.6M	-$654K	3	0.56%	Reduced
487	Adams Diversified Equity Fund Baltimore, Maryland	$15.6M	$0	1	1.1%	Maintained
488	WesBanco Bank Wheeling, West Virginia	$15.6M	-$86.2K	4	0.89%	Reduced
489	TU TDAM USA Toronto, Ontario, Canada	$15.5M	+$13.8M	1	0.67%	Increased
490	Verition Fund Management Greenwich, Connecticut	$15.4M	-$9.82M	5	2.74%	Reduced
491	LNB Ledyard National Bank	$15.4M	-$3.65M	4	2.56%	Reduced
492	CC Chubb Corp Warren, New Jersey	$15.3M	$0	1	0.86%	Maintained
493	PCM Penn Capital Management Philadelphia, Pennsylvania	$15.3M	+$1.5M	2	0.55%	Increased
494	VBCP Vollero Beach Capital Partners New York	$15.3M	+$2.22M	1	1.02%	Increased
495	HHC Hutchin Hill Capital New York	$15.3M	+$4.36M	4	1.04%	Increased
496	Braun Stacey Associates New York	$15.1M	+$570K	1	0.87%	Increased
497	Obermeyer Wealth Partners Aspen, Colorado	$15.1M	+$15.9K	1	3.85%	Increased
498	LFFS La Francaise Forum Securities Old Greenwich, Connecticut	$14.9M	-$11.4K	2	8.5%	Reduced
499	Greenleaf Trust Kalamazoo, Michigan	$14.9M	-$832K	1	0.51%	Reduced
500	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$14.9M	-$4.12M	7	0.24%	Reduced