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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	PFC Phocas Financial Corp Alameda, California	$17.3M	+$3.65M	5	1.33%	Increased
477	Vident Investment Advisory Alpharetta, Georgia	$17.3M	+$7.73M	4	1.07%	Increased
478	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$17.3M	-$410K	1	3.88%	Reduced
479	CHA Cedar Hill Associates Chicago, Illinois	$17.3M	+$5.29M	1	3%	Increased
480	MAA Matrix Asset Advisors White Plains, New York	$17.3M	-$304K	1	3.41%	Reduced
481	AP Archon Partners Princeton Junction, New Jersey	$17.2M	$0	1	4.74%	Maintained
482	CCM Century Capital Management Boston, Massachusetts	$17M	-$2.01M	2	1.87%	Reduced
483	CIM Corbyn Investment Management Lutherville, Maryland	$16.9M	-$178K	2	5.3%	Reduced
484	GIM Greystone Investment Management Cincinnati, Ohio	$16.7M	-$191K	1	7.08%	Reduced
485	CC Colrain Capital Boston, Massachusetts	$16.7M	-$20.3M	2	2.9%	Reduced
486	HCS Harvest Capital Strategies San Francisco, California	$16.6M	-$10.6M	2	1.96%	Reduced
487	BFS Baskin Financial Services Toronto, Ontario, Canada	$16.6M	+$126K	1	4.82%	Increased
488	JAM JCIC Asset Management Toronto, Ontario, Canada	$16.6M	+$2.29M	2	4.6%	Increased
489	IIA IPG Investment Advisors San Diego, California	$16.6M	-$3.58K	1	7.46%	Reduced
490	Chartwell Investment Partners Berywn, Pennsylvania	$16.5M	-$2.36M	1	0.31%	Reduced
491	OAM Oxford Asset Management Oxford, United Kingdom	$16.5M	-$396K	6	0.47%	Reduced
492	Oregon Public Employees Retirement Fund Tigard, Oregon	$16.4M	+$696K	8	0.38%	Increased
493	SCM Stevens Capital Management Radnor, Pennsylvania	$16.1M	-$4.12M	7	0.64%	Reduced
494	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$16.1M	+$532K	1	2.66%	Increased
495	HBK Investments Dallas, Texas	$16M	+$129K	9	0.15%	Increased
496	WAM World Asset Management Detroit, Michigan	$15.9M	-$175K	10	0.63%	Reduced
497	New Mexico Educational Retirement Board Santa Fe, New Mexico	$15.8M	-$2.19M	7	0.76%	Reduced
498	Artemis Investment Management Edinburgh, United Kingdom	$15.6M	+$8.34M	2	0.39%	Increased
499	ECM EII Capital Management New York	$15.6M	+$478K	1	4.3%	Increased
500	MC Martin Currie Edinburgh, United Kingdom	$15.6M	-$166K	1	1.49%	Reduced