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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	$21.4M	+$833K	10	0.69%	Increased
502	CC Carlson Capital Dallas, Texas	$21.3M	-$32M	2	0.3%	Reduced
503	DI Dalton Investments Las Vegas, Nevada	$21.2M	-$3.86M	2	9.11%	Reduced
504	IC Intel Corp Santa Clara, California	$21M	+$23.6M	1	4.95%	New
505	CEP Chicago Equity Partners Chicago, Illinois	$21M	-$2.34M	6	0.64%	Reduced
506	BFS Baskin Financial Services Toronto, Ontario, Canada	$21M	-$364K	1	3.92%	Reduced
507	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$20.9M	+$1.56M	1	1.99%	Increased
508	Dai-ichi Life Insurance Company Tokyo, Japan	$20.9M	+$3.17M	9	0.5%	Increased
509	Nissay Asset Management Tokyo, Japan	$20.9M	-$302K	9	0.61%	Reduced
510	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$20.6M	-$8.68M	6	0.64%	Reduced
511	RCM Riverpark Capital Management New York	$20.6M	-$5.19M	1	4.11%	Reduced
512	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$20.5M	-$126K	1	2.76%	Reduced
513	Parallax Volatility Advisers San Francisco, California	$20.5M	+$19.5M	8	0.03%	Increased
514	GIM Grassi Investment Management Santa Clara, California	$20.4M	+$89.2K	2	3.28%	Increased
515	PCM Penn Capital Management Philadelphia, Pennsylvania	$20.4M	+$6.2M	2	1.52%	Increased
516	Crossmark Global Holdings Houston, Texas	$19.8M	-$1.12M	16	0.53%	Reduced
517	RI Redwood Investments Boston, Massachusetts	$19.8M	-$1.06M	1	1.37%	Reduced
518	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$19.7M	+$2.05M	13	0.27%	Increased
519	SFG Sather Financial Group Victoria, Texas	$19.7M	+$223K	1	4.36%	Increased
520	Bahl & Gaynor Cincinnati, Ohio	$19.6M	-$2.48M	4	0.21%	Reduced
521	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$19.6M	+$1.96M	1	4.13%	Increased
522	W.H. Reaves & Co Jersey City, New Jersey	$19.5M	+$3.89M	2	0.66%	Increased
523	LCM LVM Capital Management Portage, Michigan	$19.2M	-$135K	1	4.63%	Reduced
524	EC Eminence Capital New York	$19.1M	+$18M	1	0.26%	New
525	DCCA D.C. Capital Advisors New York	$19M	$0	2	8.65%	Maintained