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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	Carillon Tower Advisers St. Petersburg, Florida	$11.8M	+$955K	1	0.1%	Increased
627	RIM Redpoint Investment Management Sydney, NSW, Australia	$11.6M	+$177K	8	0.68%	Increased
628	Granahan Investment Management Waltham, Massachusetts	$11.6M	+$1.44M	2	0.82%	Increased
629	HL Financial Services Louisville, Kentucky	$11.6M	-$129K	3	0.2%	Reduced
630	Tocqueville Asset Management New York	$11.5M	+$1.45M	4	0.17%	Increased
631	GCA GSI Capital Advisors Newport Beach, California	$11.5M	-$927K	1	6.48%	Reduced
632	DP Dearborn Partners Chicago, Illinois	$11.4M	-$352K	2	0.88%	Reduced
633	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$11.4M	+$4.47M	5	0.97%	Increased
634	WAM World Asset Management Detroit, Michigan	$11.4M	-$1.81M	12	0.7%	Reduced
635	SCA Summit Creek Advisors Minneapolis, Minnesota	$11.3M	-$365K	1	2.29%	Reduced
636	SCM SKBA Capital Management San Francisco, California	$11.3M	-$864K	2	1.83%	Reduced
637	Eastern Bank Boston, Massachusetts	$11.2M	-$1.29M	1	0.83%	Reduced
638	CGI Calixto Global Investors Coral Gables, Florida	$11.1M	-$27.7M	1	6.56%	Reduced
639	BSPF British Steel Pension Fund London, United Kingdom	$11.1M	+$11.5M	2	1.89%	New
640	DnB Asset Management Oslo, Norway	$11.1M	+$821K	5	0.14%	Increased
641	Paradigm Capital Management Inc Albany, New York	$11.1M	-$115K	2	1.09%	Reduced
642	Synovus Financial Columbus, Georgia	$10.9M	-$315K	12	0.2%	Reduced
643	ING Group Amsterdam, Netherlands	$10.9M	-$987K	4	0.24%	Reduced
644	ECM EII Capital Management New York	$10.8M	+$619K	5	6.15%	Increased
645	DCCA D.C. Capital Advisors New York	$10.8M	$0	1	8.5%	Maintained
646	EP Edgestream Partners Princeton, New Jersey	$10.8M	-$26.5K	3	1.89%	Reduced
647	BA Boston Advisors Boston, Massachusetts	$10.8M	-$1.94M	6	0.62%	Reduced
648	Meyer Handelman Company Rye Brook, New York	$10.7M	+$23.5K	2	0.6%	Increased
649	FBP Flippin Bruce & Porter Lynchburg, Virginia	$10.6M	+$1M	1	2.09%	Increased
650	GAI General American Investors New York	$10.6M	+$1.87M	1	1.11%	Increased