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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	AFM Anson Funds Management Dallas, Texas	$24.6M	-$4.23M	7	2.34%	Reduced
627	Capital Fund Management (CFM) Paris, France	$24.2M	+$1.1M	4	0.19%	Increased
628	RI Redwood Investments Boston, Massachusetts	$24.1M	-$11.8M	4	1.94%	Reduced
629	AC Albar Capital London, United Kingdom	$24M	+$23.1M	2	9.59%	New
630	Brandywine Global Investment Management Philadelphia, Pennsylvania	$24M	-$1.44M	3	0.18%	Reduced
631	AJ Ashburton (Jersey) St Helier, Jersey	$24M	+$4.43M	1	10.1%	Increased
632	AP Archon Partners Princeton Junction, New Jersey	$23.9M	$0	1	2.99%	Maintained
633	Alpha Cubed Investments Irvine, California	$23.7M	+$225K	3	1.71%	Increased
634	MAI Capital Management Independence, Ohio	$23.7M	+$606K	5	0.47%	Increased
635	CA CapWealth Advisors Franklin, Tennessee	$23.6M	-$805K	1	2.57%	Reduced
636	AC AltraVue Capital Bellevue, Washington	$23.6M	+$2.13M	1	4.19%	Increased
637	KS Karpas Strategies Litchfield, Connecticut	$23.4M	-$151K	1	8.32%	Reduced
638	Nippon Life Global Investors Americas New York	$23.4M	+$6.52M	3	1.17%	Increased
639	Eastern Bank Boston, Massachusetts	$23.4M	+$204K	1	1.15%	Increased
640	DAM Delta Asset Management Memphis, Tennessee	$23.2M	-$48.7K	7	2.23%	Reduced
641	Heritage Investors Management Corp Bethesda, Maryland	$23.1M	+$14.6K	4	0.97%	Increased
642	Emerald Advisers Leola, Pennsylvania	$23.1M	+$202K	2	0.84%	Increased
643	ACM Atlanta Capital Management Atlanta, Georgia	$23.1M	-$85.8K	1	0.08%	Reduced
644	Nomura Holdings Tokyo, Japan	$23.1M	+$4.9M	10	0.06%	Increased
645	Bailard Foster City, California	$22.9M	-$138K	9	0.79%	Reduced
646	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$22.8M	+$22.9M	1	1.24%	New
647	VHMC Value Holdings Management Company Hampton Bays, New York	$22.8M	$0	2	5.13%	Maintained
648	Bragg Financial Advisors Charlotte, North Carolina	$22.8M	-$68.7K	2	1.45%	Reduced
649	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$22.7M	+$19M	2	0.24%	Increased
650	Paradigm Capital Management Inc Albany, New York	$22.6M	+$8.12M	2	1.08%	Increased