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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
501	FCM Flinton Capital Management Philadelphia, Pennsylvania	$18.4M	+$8.94M	10	0.71%	Increased
502	TCM Twin Capital Management Mcmurray, Pennsylvania	$18.3M	+$9.4M	4	1.14%	Increased
503	Zurich Insurance Group Zurich, Switzerland	$18.3M	+$698K	5	0.53%	Increased
504	BCM Barometer Capital Management Toronto, Ontario, Canada	$18.3M	+$3.01M	2	1.59%	Increased
505	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$18.2M	+$130K	1	2.6%	Increased
506	MTC McDaniel Terry & Co Austin, Texas	$18M	+$285K	1	3.52%	Increased
507	BIM Barton Investment Management West Conshohocken, Pennsylvania	$17.9M	+$949K	1	5.2%	Increased
508	SC Skylands Capital Milwaukee, Wisconsin	$17.9M	-$1.2M	1	2.46%	Reduced
509	MTIP Magee Thomson Investment Partners San Diego, California	$17.8M	-$5.86M	3	6.87%	Reduced
510	MC Martin Currie Edinburgh, United Kingdom	$17.6M	+$561K	1	1.45%	Increased
511	SCP Sandhill Capital Partners Buffalo, New York	$17.4M	+$753K	1	4.08%	Increased
512	OAM Oxford Asset Management Oxford, United Kingdom	$17.4M	+$11.8M	8	0.42%	Increased
513	Stephens Inc Little Rock, Arkansas	$17.3M	+$1.64M	6	0.63%	Increased
514	Oppenheimer Asset Management New York	$17.3M	+$16.5M	13	0.49%	New
515	VIA Virtus Investment Advisers Hartford, Connecticut	$17.2M	-$2.44M	6	1.52%	Reduced
516	JP Morgan Private Wealth Advisors San Francisco, California	$17.2M	+$1.17M	7	0.13%	Increased
517	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$17.1M	+$453K	1	3.61%	Increased
518	Johnson Investment Counsel Cincinnati, Ohio	$17M	-$1.92M	5	0.49%	Reduced
519	AL AJO LP Philadelphia, Pennsylvania	$16.9M	-$10.3M	4	0.07%	Reduced
520	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$16.8M	+$838K	7	0.17%	Increased
521	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$16.8M	+$3.93M	4	0.4%	Increased
522	IAM Impax Asset Management Portsmouth, New Hampshire	$16.7M	-$254K	2	0.93%	Reduced
523	GF Greenhouse Funds Baltimore, Maryland	$16.5M	+$1.4M	2	6.94%	Increased
524	Westwood Holdings Group Dallas, Texas	$16.3M	-$9.79M	3	0.13%	Reduced
525	Martingale Asset Management Boston, Massachusetts	$16.3M	-$20.9M	5	0.24%	Reduced