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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
551	KAM Keeley Asset Management Chicago, Illinois	$11.4M	-$1.19M	1	0.32%	Reduced
552	RCM Rutabaga Capital Management Boston, Massachusetts	$11.4M	-$173K	1	1.41%	Reduced
553	GAI General American Investors New York	$11.2M	$0	1	1.01%	Maintained
554	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$11.2M	+$408K	1	2.32%	Increased
555	BREA Barings Real Estate Advisers Hartford, Connecticut	$11.2M	+$11.3M	1	6.14%	New
556	SOAMC Spirit of America Management Corp Syosset, New York	$11.2M	-$2.39M	4	2.33%	Reduced
557	GLI Guardian Life Insurance New York	$11.1M	+$117K	5	1.13%	Increased
558	ESBC E.S. Barr & Co Lexington, Kentucky	$11.1M	-$151K	1	1.42%	Reduced
559	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$11.1M	-$722K	2	1.19%	Reduced
560	GA Gagnon Advisors New York	$11M	$0	1	8.97%	Maintained
561	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$11M	-$46.8K	1	3.03%	Reduced
562	Bridgewater Associates Westport, Connecticut	$11M	+$7.78M	3	0.15%	Increased
563	ORIO Old Republic International (ORI) Chicago, Illinois	$10.9M	+$5.43M	1	0.59%	Increased
564	Nomura Holdings Tokyo, Japan	$10.9M	-$4.36M	5	0.04%	Reduced
565	Cubist Systematic Strategies Stamford, Connecticut	$10.9M	+$962K	15	0.55%	Increased
566	ACP Andalusian Capital Partners Greenwich, Connecticut	$10.8M	+$264K	1	4.06%	Increased
567	MSA Mason Street Advisors Milwaukee, Wisconsin	$10.8M	+$115K	10	0.36%	Increased
568	Ladenburg Thalmann Financial Services Miami, Florida	$10.8M	-$474K	21	0.22%	Reduced
569	PP Paloma Partners Greenwich, Connecticut	$10.7M	-$24.2M	12	0.25%	Reduced
570	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$10.4M	-$34.8K	1	2.58%	Reduced
571	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$10.3M	+$19.6K	1	1.42%	Increased
572	Aristotle Capital Management Los Angeles, California	$10.1M	-$2.02M	2	0.13%	Reduced
573	CCM Century Capital Management Boston, Massachusetts	$10.1M	+$1.54M	2	0.57%	Increased
574	DILH Dai-ichi Life Holdings Tokyo, Japan	$10.1M	+$917K	7	0.31%	Increased
575	Adams Diversified Equity Fund Baltimore, Maryland	$10.1M	$0	1	0.73%	Maintained