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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
626	TAM Tealwood Asset Management Minneapolis, Minnesota	$9.86M	+$3.77M	2	4.44%	Increased
627	RIM Ranger International Management Lake Forest, Illinois	$9.82M	+$4.59M	3	4.16%	Increased
628	CCM Cadence Capital Management Boston, Massachusetts	$9.8M	-$2.52M	8	0.74%	Reduced
629	MTIP Magee Thomson Investment Partners San Diego, California	$9.79M	+$8.81M	2	3.42%	New
630	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$9.66M	+$5.87M	2	0.96%	Increased
631	AMI Amica Mutual Insurance Providence, Rhode Island	$9.53M	$0	7	0.92%	Maintained
632	Rafferty Asset Management New York	$9.52M	-$4.22M	7	0.64%	Reduced
633	Atalanta Sosnoff Capital New York	$9.5M	+$8.27M	1	0.32%	New
634	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$9.49M	+$1.17M	2	0.82%	Increased
635	OI Oakbrook Investments Lisle, Illinois	$9.47M	+$2.27M	6	0.52%	Increased
636	OCM Oskie Capital Management New York	$9.45M	+$3.3M	1	5.66%	Increased
637	CC Colrain Capital Boston, Massachusetts	$9.38M	-$9.31M	1	1.87%	Reduced
638	TPCM Three Peaks Capital Management Castle Rock, Colorado	$9.38M	+$340K	1	1.62%	Increased
639	Mirae Asset Global Investments Seoul, South Korea	$9.26M	+$4.83M	7	0.24%	Increased
640	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$9.23M	-$605K	1	3.07%	Reduced
641	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$9.23M	+$1.81M	12	0.5%	Increased
642	Fort Washington Investment Advisors Cincinnati, Ohio	$9.23M	+$111K	6	0.17%	Increased
643	TAAM Top Ace Asset Management Hong Kong	$9.19M	+$5.61M	1	13.05%	Increased
644	AAC Asset Advisors Corp Augusta, Georgia	$9.18M	+$567K	1	1.91%	Increased
645	AFIA America First Investment Advisors Omaha, Nebraska	$9.13M	-$157K	1	3.81%	Reduced
646	QIM Quantitative Investment Management Charlottesville, Virginia	$9.12M	-$13.5M	6	0.43%	Reduced
647	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$9.09M	+$5.97M	6	0.41%	Increased
648	Gratus Capital Atlanta, Georgia	$9.07M	+$2.82M	2	1.33%	Increased
649	Brandes Investment Partners La Jolla, California	$9.05M	-$831K	2	0.14%	Reduced
650	Congress Asset Management Boston, Massachusetts	$9M	-$14.2M	1	0.21%	Reduced