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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	SM Stratton Management King Of Prussia, Pennsylvania	$16.3M	+$2.09M	3	1.87%	Increased
477	Capital Fund Management (CFM) Paris, France	$16.3M	+$8.61M	5	0.18%	Increased
478	Capital International Inc Los Angeles, California	$16.3M	+$189K	3	1.48%	Increased
479	SCM Stevens Capital Management Radnor, Pennsylvania	$16.3M	-$17.4M	8	0.75%	Reduced
480	GIM Greystone Investment Management Cincinnati, Ohio	$16.2M	+$97.6K	1	6.72%	Increased
481	PineBridge Investments New York	$16.1M	+$1.17M	8	0.69%	Increased
482	Jefferies Group New York	$16.1M	+$8.26M	8	0.09%	Increased
483	CPP Crow Point Partners Boston, Massachusetts	$16M	+$15.1M	3	2.37%	Increased
484	CC Curian Capital Denver, Colorado	$16M	-$12.3M	5	0.43%	Reduced
485	Jupiter Investment Management London, United Kingdom	$15.9M	+$17.4M	1	0.45%	Increased
486	Raymond James Financial Services Advisors St. Petersburg, Florida	$15.7M	+$12.6M	9	0.26%	Increased
487	AACA American Assets Capital Advisers San Diego, California	$15.7M	-$1.84M	3	10.68%	Reduced
488	JAM JCIC Asset Management Toronto, Ontario, Canada	$15.7M	-$1.43M	2	3.85%	Reduced
489	CA Claar Advisors New York	$15.5M	-$15.4M	2	8.51%	Reduced
490	Bradley Foster & Sargent Hartford, Connecticut	$15.3M	-$214K	2	0.75%	Reduced
491	W.H. Reaves & Co Jersey City, New Jersey	$15.3M	-$21.7M	1	0.59%	Reduced
492	New Mexico Educational Retirement Board Santa Fe, New Mexico	$15.2M	+$529K	7	0.74%	Increased
493	GAMCO Investors Greenwich, Connecticut	$15.1M	-$988K	3	0.1%	Reduced
494	QIM Quantitative Investment Management Charlottesville, Virginia	$15.1M	+$13.2M	3	1.13%	Increased
495	SCM SkyTop Capital Management Rutherford, New Jersey	$15M	$0	1	11.69%	Maintained
496	SC Skylands Capital Milwaukee, Wisconsin	$14.8M	-$1.2M	3	2%	Reduced
497	CCM Cadence Capital Management Boston, Massachusetts	$14.8M	-$1.6M	6	1.04%	Reduced
498	Chartwell Investment Partners Berywn, Pennsylvania	$14.8M	+$14.3M	1	0.32%	New
499	MAM Meeder Asset Management Dublin, Ohio	$14.7M	+$15.5M	5	1.44%	Increased
500	BFS Baskin Financial Services Toronto, Ontario, Canada	$14.6M	+$209K	1	4.95%	Increased