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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
526	FI Fosun International Hong Kong, China	$15.2M	-$5.42M	1	2.52%	Reduced
527	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$15M	+$816K	1	3.42%	Increased
528	Regions Financial Corp Birmingham, Alabama	$15M	-$15.4M	2	0.19%	Reduced
529	Meag Munich Ergo Munich, Germany	$14.9M	-$2.16M	3	0.68%	Reduced
530	CHAM Clear Harbor Asset Management Stamford, Connecticut	$14.8M	+$1.42M	2	3%	Increased
531	FAAM First Allied Asset Management San Diego, California	$14.8M	+$6.16M	3	2.06%	Increased
532	KA KLCM Advisors Milwaukee, Wisconsin	$14.8M	+$2.54M	2	3.81%	Increased
533	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$14.7M	+$57.6K	1	2.4%	Increased
534	REMS Real Estate Management Services	$14.7M	-$1.63M	1	2.44%	Reduced
535	Ninety One (UK) London, United Kingdom	$14.7M	+$14.6M	2	0.09%	Increased
536	SA Steadfast Advisors New York	$14.6M	+$1.41M	1	5.07%	Increased
537	BFS Baskin Financial Services Toronto, Ontario, Canada	$14.5M	+$223K	1	4.71%	Increased
538	GC Globeflex Capital San Diego, California	$14.4M	-$5.24M	6	2.79%	Reduced
539	Spot Trading Chicago, Illinois	$14.4M	-$4.04M	9	0.09%	Reduced
540	KCM KeyPoint Capital Management Dallas, Texas	$14.4M	-$2.5M	3	17%	Reduced
541	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$14.3M	+$13.9M	1	1.69%	New
542	Congress Asset Management Boston, Massachusetts	$14.2M	+$1.75M	2	0.36%	Increased
543	Manning & Napier Advisors Fairport, New York	$14.2M	-$32.1M	3	0.06%	Reduced
544	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$14.2M	+$1.28M	6	0.45%	Increased
545	EBIM Eagle Boston Investment Management Boston, Massachusetts	$14.1M	-$1.6M	2	0.93%	Reduced
546	LMR Partners London, United Kingdom	$14.1M	+$2.03M	2	1.84%	Increased
547	Perpetual Ltd Sydney, New South Wales, Australia	$14.1M	-$3.99M	3	1.65%	Reduced
548	Martingale Asset Management Boston, Massachusetts	$14M	+$8.91M	4	0.39%	Increased
549	D.A. Davidson & Co Great Falls, Montana	$13.9M	+$1.19M	14	0.46%	Increased
550	SCM Stevens Capital Management Radnor, Pennsylvania	$13.9M	-$28.8M	6	0.47%	Reduced