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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	Hantz Financial Services Southfield, Michigan	$46.6M	-$1.56M	9	1.17%	Reduced
477	Horizon Kinetics Asset Management New York	$45.9M	-$25.8M	4	0.99%	Reduced
478	VCM V3 Capital Management Dallas, Texas	$45.7M	+$713K	1	14.61%	Increased
479	LM Lincluden Management Mississauga, Ontario, Canada	$45.4M	+$5.2M	2	5.23%	Increased
480	SLF Sun Life Financial Toronto, Ontario, Canada	$45.2M	$0	1	2.76%	Maintained
481	GIC GFI Investment Counsel Toronto, Ontario, Canada	$45M	+$821K	1	6.84%	Increased
482	Carlyle Group Washington, District of Columbia	$44.8M	$0	1	1.59%	Maintained
483	Ancora Advisors Cleveland, Ohio	$44.6M	+$13.6K	11	1.17%	Increased
484	Thompson Siegel & Walmsley Richmond, Virginia	$44.4M	-$7.21M	6	0.71%	Reduced
485	SFG Sather Financial Group Victoria, Texas	$44.4M	+$674K	1	3.55%	Increased
486	Ninety One (UK) London, United Kingdom	$44.2M	+$4.24M	2	0.13%	Increased
487	LBP AM Paris, France	$44.2M	+$13.5M	4	1.04%	Increased
488	GLCM Greenlea Lane Capital Management Weston, Connecticut	$44.1M	+$11.6M	1	16.07%	Increased
489	CP Cumberland Partners Toronto, Ontario, Canada	$43.5M	+$51K	2	3.99%	Increased
490	ZP Zimmer Partners New York	$43.5M	-$44.7M	2	1.03%	Reduced
491	CQS Credential Qtrade Securities Vancouver,	$43.2M	+$1.45M	3	2.72%	Increased
492	Private Management Group Irvine, California	$43.1M	+$6.17M	2	1.83%	Increased
493	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$43M	+$3.85M	2	0.99%	Increased
494	GF Greenhouse Funds Baltimore, Maryland	$42.9M	-$5.87M	1	3.35%	Reduced
495	Oregon Public Employees Retirement Fund Tigard, Oregon	$42.9M	+$2.24M	13	0.51%	Increased
496	ACM Argent Capital Management St Louis, Missouri	$42.8M	-$507K	1	1.39%	Reduced
497	Czech National Bank Prague, Czech Republic	$42.8M	+$375K	7	0.97%	Increased
498	MAI Capital Management Independence, Ohio	$42.7M	+$910K	9	0.63%	Increased
499	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$42.2M	+$3.69M	4	2.82%	Increased
500	Vaughan David Investments Peoria, Illinois	$42.1M	+$505K	1	1.23%	Increased