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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	Burney Company Reston, Virginia	$14.1M	+$682K	2	0.93%	Increased
552	Nordea Investment Management Stockholm, Sweden	$14.1M	-$3.08M	4	0.04%	Reduced
553	GAI General American Investors New York	$14M	$0	1	1.37%	Maintained
554	Bahl & Gaynor Cincinnati, Ohio	$14M	+$1.15M	3	0.16%	Increased
555	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$14M	-$36K	1	1.63%	Reduced
556	Huntington National Bank Columbus, Ohio	$14M	-$281K	12	0.25%	Reduced
557	SOAMC Spirit of America Management Corp Syosset, New York	$14M	+$815K	5	1.48%	Increased
558	CCI Columbus Circle Investors	$13.9M	+$432K	3	0.2%	Increased
559	KMC Kirr Marbach & Co Columbus, Indiana	$13.9M	-$665K	2	3.09%	Reduced
560	AC AFAM Capital Austin, Texas	$13.8M	-$159K	2	1.92%	Reduced
561	Ferguson Wellman Capital Management Portland, Oregon	$13.8M	-$10.4M	3	0.53%	Reduced
562	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$13.8M	+$969K	13	0.69%	Increased
563	LPU Lansdowne Partners (UK) London, United Kingdom	$13.7M	+$3.2M	1	0.12%	Increased
564	Oppenheimer & Co New York	$13.7M	+$416K	9	0.39%	Increased
565	CHA Cedar Hill Associates Chicago, Illinois	$13.7M	-$4.63M	1	2.85%	Reduced
566	O'Shaughnessy Asset Management Stamford, Connecticut	$13.5M	-$22.3M	9	0.32%	Reduced
567	Meyer Handelman Company Rye Brook, New York	$13.5M	$0	1	0.58%	Maintained
568	ACB Aristotle Capital Boston Boston, Massachusetts	$13.5M	-$370K	2	1.8%	Reduced
569	CC ClearArc Capital Cincinnati, Ohio	$13.5M	+$3.82M	6	2.25%	Increased
570	NA Navellier & Associates Reno, Nevada	$13.4M	+$311K	5	1.96%	Increased
571	Amalgamated Bank New York	$13.4M	-$440K	12	0.67%	Reduced
572	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$13.4M	+$1.76M	13	0.63%	Increased
573	JAM JCIC Asset Management Toronto, Ontario, Canada	$13.4M	-$2.69M	1	4.7%	Reduced
574	Associated Banc-Corp Green Bay, Wisconsin	$13.3M	+$44.9K	1	0.79%	Increased
575	Mirae Asset Global Investments Seoul, South Korea	$13.2M	+$1.55M	7	0.25%	Increased