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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	CAM ClariVest Asset Management San Diego, California	$23.7M	+$288K	8	0.41%	Increased
477	Crossmark Global Holdings Houston, Texas	$23.6M	-$123K	16	0.57%	Reduced
478	CEP Chicago Equity Partners Chicago, Illinois	$23.6M	-$5.4M	6	0.72%	Reduced
479	Advisors Capital Management Ridgewood, New Jersey	$23.5M	-$2.46M	2	1.86%	Reduced
480	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$23.3M	+$3.28M	2	1.22%	Increased
481	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$23.3M	+$625K	6	0.29%	Increased
482	TCM Tekne Capital Management New York	$23.3M	$0	1	4.7%	Maintained
483	CM CS McKee Pittsburgh, Pennsylvania	$23.2M	-$843K	1	1.74%	Reduced
484	Nissay Asset Management Tokyo, Japan	$23.2M	+$23.4M	9	0.71%	New
485	RHBC R.H. Bluestein & Co Birmingham, Michigan	$23.2M	+$1.57M	2	1.2%	Increased
486	MMEA MEAG MUNICH ERGO AssetManagement Munich, Germany	$23.1M	$0	1	10.15%	Maintained
487	BFS Baskin Financial Services Toronto, Ontario, Canada	$22.9M	+$24.3K	1	4.35%	Increased
488	ARTA A.R.T. Advisors New York	$22.9M	+$18.2M	10	1.01%	Increased
489	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$22.9M	+$135K	1	2.59%	Increased
490	Wolverine Asset Management Chicago, Illinois	$22.8M	+$20.7M	7	0.23%	Increased
491	Artemis Investment Management Edinburgh, United Kingdom	$22.8M	-$9.96M	2	0.38%	Reduced
492	RCM Riverpark Capital Management New York	$22.8M	-$4.08M	1	3.27%	Reduced
493	OAM Oxford Asset Management Oxford, United Kingdom	$22.6M	+$8.6M	12	0.49%	Increased
494	SCM Stevens Capital Management Radnor, Pennsylvania	$22.4M	+$15.8M	5	0.87%	Increased
495	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$22.2M	-$1.1M	1	0.49%	Reduced
496	South Dakota Investment Council Sioux Falls, South Dakota	$22.2M	-$2.75M	5	0.49%	Reduced
497	WI WBI Investments Red Bank, New Jersey	$22.1M	+$18.4M	1	1.02%	Increased
498	Sterling Capital Management Charlotte, North Carolina	$22.1M	+$6.38M	8	0.2%	Increased
499	MTC McDaniel Terry & Co Austin, Texas	$22.1M	-$177K	1	3.91%	Reduced
500	ACB Aristotle Capital Boston Boston, Massachusetts	$21.8M	+$1.56M	2	1.59%	Increased