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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
576	AC Asturias Capital New York	$13.2M	+$1.67M	1	5.51%	Increased
577	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$13.2M	-$564K	10	0.51%	Reduced
578	ESBC E.S. Barr & Co Lexington, Kentucky	$13.1M	-$134K	1	1.5%	Reduced
579	Anchor Capital Advisors Boston, Massachusetts	$13.1M	+$505K	3	0.45%	Increased
580	Capital International Sarl Los Angeles, California	$13M	-$1.41M	2	1.12%	Reduced
581	Första AP-fonden Stockholm, Sweden	$13M	-$22.7M	6	0.42%	Reduced
582	Granahan Investment Management Waltham, Massachusetts	$13M	-$36.6M	3	1.3%	Reduced
583	GIM Greystone Investment Management Cincinnati, Ohio	$12.9M	-$12.9K	1	6.27%	Reduced
584	Avalon Investment & Advisory Houston, Texas	$12.9M	+$12.4M	1	0.44%	Increased
585	TIP Torray Investment Partners Bethesda, Maryland	$12.9M	+$38.9K	1	1.35%	Increased
586	SICM Sustainable Insight Capital Management New York	$12.8M	+$5.09K	1	6.36%	Increased
587	Ameritas Investment Partners Lincoln, Nebraska	$12.7M	+$1.48M	16	0.63%	Increased
588	Boston Financial Management Boston, Massachusetts	$12.6M	+$871K	1	0.94%	Increased
589	Robeco Schweiz Zurich, Switzerland	$12.5M	+$4.59M	2	1.06%	Increased
590	Ancora Advisors Cleveland, Ohio	$12.5M	+$944K	6	0.84%	Increased
591	MPM Meritage Portfolio Management Overland Park, Kansas	$12.5M	+$2.13M	4	1.31%	Increased
592	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$12.2M	+$1.16M	2	2.39%	Increased
593	HBK Investments Dallas, Texas	$12.1M	+$2.28M	3	0.1%	Increased
594	HR Howe & Rusling Rochester, New York	$12.1M	+$719K	8	2.43%	Increased
595	RAM RWC Asset Management London, United Kingdom	$12.1M	-$7.89M	1	0.7%	Reduced
596	RCM Riverhead Capital Management Wilmington, Delaware	$12.1M	-$1.58M	15	0.66%	Reduced
597	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$12M	-$1.63K	1	2.62%	Reduced
598	DP Dearborn Partners Chicago, Illinois	$12M	+$530K	2	0.93%	Increased
599	AP Archon Partners Princeton Junction, New Jersey	$11.9M	$0	1	2.8%	Maintained
600	NCGI Next Century Growth Investors Plymouth, Minnesota	$11.9M	-$4.02M	2	1.01%	Reduced