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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	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$23.6M	+$132K	1	2.69%	Increased
627	HVCM Hel Ved Capital Management Central, Hong Kong	$23.6M	+$59.9M	1	20.18%	New
628	Brandywine Global Investment Management Philadelphia, Pennsylvania	$23.3M	+$3.33M	3	0.18%	Increased
629	Adams Diversified Equity Fund Baltimore, Maryland	$23.2M	-$6.03M	2	0.99%	Reduced
630	EP Edgestream Partners Princeton, New Jersey	$22.9M	+$2.95M	5	1.28%	Increased
631	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$22.8M	+$3.17M	3	2.19%	Increased
632	OCM Osterweis Capital Management San Francisco, California	$22.7M	-$5.67M	1	1.24%	Reduced
633	Maryland State Retirement & Pension System Baltimore, Maryland	$22.6M	+$18.6M	10	0.79%	Increased
634	CM Cartica Management Washington, District of Columbia	$22.4M	-$24.8M	1	6%	Reduced
635	CS Central Securities New York	$22.3M	+$2.14M	1	2.55%	Increased
636	HAM Harber Asset Management Asheville, North Carolina	$22.3M	+$3.48M	1	6.37%	Increased
637	NIP Nicholas Investment Partners Rancho Santa Fe, California	$21.9M	+$2.29M	2	1.53%	Increased
638	Alpha Cubed Investments Irvine, California	$21.9M	-$597K	3	1.7%	Reduced
639	TU TDAM USA Toronto, Ontario, Canada	$21.9M	-$878K	2	1.33%	Reduced
640	Granahan Investment Management Waltham, Massachusetts	$21.8M	+$15.3M	2	0.46%	Increased
641	Capital Fund Management (CFM) Paris, France	$21.7M	+$20.4M	7	0.24%	Increased
642	DAM Delta Asset Management Memphis, Tennessee	$21.7M	+$180K	6	2.2%	Increased
643	Eastern Bank Boston, Massachusetts	$21.6M	-$1.31M	1	1.17%	Reduced
644	MAI Capital Management Independence, Ohio	$21.5M	+$449K	5	0.48%	Increased
645	Amalgamated Bank New York	$21.4M	-$979K	16	0.8%	Reduced
646	Bridgewater Associates Westport, Connecticut	$21.3M	-$13.6M	3	0.19%	Reduced
647	AC AltraVue Capital Bellevue, Washington	$21.1M	+$4.24M	1	4.67%	Increased
648	ICOM Investment Counselors of Maryland Baltimore, Maryland	$21M	-$12.4M	3	0.54%	Reduced
649	New Mexico Educational Retirement Board Santa Fe, New Mexico	$21M	-$1.71M	10	0.83%	Reduced
650	Bragg Financial Advisors Charlotte, North Carolina	$20.9M	+$115K	2	1.41%	Increased