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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	BM Bridger Management New York	$26.7M	-$29.5M	1	3.09%	Reduced
477	CQS Credential Qtrade Securities Vancouver,	$26.5M	+$4.09M	4	4.32%	Increased
478	NPIC Neumeier Poma Investment Counsel Carmel, California	$26.4M	+$511K	1	2.72%	Increased
479	Hamlin Capital Management New York	$26.4M	-$36.6M	1	1.58%	Reduced
480	CT Cambridge Trust Cambridge, Massachusetts	$26.1M	+$957K	4	1.79%	Increased
481	GLCM Greenlea Lane Capital Management Weston, Connecticut	$26M	-$6.09M	1	17.04%	Reduced
482	SAM Shell Asset Management The Hague, Netherlands	$25.8M	-$912K	11	0.72%	Reduced
483	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$25.8M	+$1.55M	6	0.88%	Increased
484	Tiedemann Advisors New York	$25.6M	+$27M	2	1.65%	Increased
485	IM Islet Management New York	$25.3M	+$17.5M	3	3.7%	Increased
486	RA RMR Advisors Newton, Massachusetts	$25.1M	+$3.28M	6	12.68%	Increased
487	ESBC E.S. Barr & Co Lexington, Kentucky	$25M	+$898K	1	2.88%	Increased
488	Första AP-fonden Stockholm, Sweden	$24.9M	-$6.51M	6	0.89%	Reduced
489	Homestead Advisers Arlington, Virginia	$24.7M	+$17.8M	3	0.73%	Increased
490	UBS O'Connor Chicago, Illinois	$24.6M	+$4.64M	5	0.51%	Increased
491	Oppenheimer Asset Management New York	$24.6M	-$371K	16	0.6%	Reduced
492	Driehaus Capital Management Chicago, Illinois	$24.5M	+$4.08M	2	0.82%	Increased
493	BFS Baskin Financial Services Toronto, Ontario, Canada	$24.4M	+$70.4K	1	4.44%	Increased
494	PHAM Pacific Heights Asset Management San Francisco, California	$24.4M	-$2.67M	2	4.11%	Reduced
495	ICOM Investment Counselors of Maryland Baltimore, Maryland	$24.4M	-$22.4K	3	1.59%	Reduced
496	Signature Estate & Investment Advisors Los Angeles, California	$24.4M	-$808K	1	1.94%	Reduced
497	TCM Tran Capital Management San Rafael, California	$24.3M	-$14M	2	3.54%	Reduced
498	HIM HughesLittle Investment Management Vancouver,	$24.3M	+$4.21M	1	10.3%	Increased
499	Adams Diversified Equity Fund Baltimore, Maryland	$24M	+$5.96M	2	1.52%	Increased
500	CIBC World Markets New York	$23.9M	-$11.8M	7	0.31%	Reduced