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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	OCM Osterweis Capital Management San Francisco, California	$24.7M	-$1.6M	1	1.35%	Reduced
627	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$24.5M	-$1.98M	2	0.8%	Reduced
628	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$24.4M	-$36.7M	2	0.65%	Reduced
629	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$24.4M	+$10.5M	9	0.5%	Increased
630	Brandywine Global Investment Management Philadelphia, Pennsylvania	$24.4M	-$396K	3	0.18%	Reduced
631	ZP Zimmer Partners New York	$23.8M	-$136M	3	0.37%	Reduced
632	AJ Ashburton (Jersey) St Helier, Jersey	$23.7M	-$457K	1	10.48%	Reduced
633	WhitTier Trust Company Reno, Nevada	$23.7M	+$315K	10	0.97%	Increased
634	Eastern Bank Boston, Massachusetts	$23.7M	+$105K	1	1.14%	Increased
635	Bailard Foster City, California	$23.6M	+$460K	9	0.81%	Increased
636	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$23.6M	$0	2	0.25%	Maintained
637	AP Archon Partners Princeton Junction, New Jersey	$23.5M	$0	1	2.96%	Maintained
638	DAM Delta Asset Management Memphis, Tennessee	$23.5M	+$162K	7	2.27%	Increased
639	Heritage Wealth Advisors Richmond, Virginia	$23.5M	+$1.13M	3	1.44%	Increased
640	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$23.4M	-$93.5K	3	1.57%	Reduced
641	ACM Atlanta Capital Management Atlanta, Georgia	$23.3M	-$793K	1	0.08%	Reduced
642	DCP Diameter Capital Partners New York	$23.2M	+$6.39M	1	2.1%	Increased
643	CA CapWealth Advisors Franklin, Tennessee	$23.2M	-$110K	1	2.54%	Reduced
644	CS Central Securities New York	$23M	$0	1	2.44%	Maintained
645	TCM Tributary Capital Management Omaha, Nebraska	$23M	+$3.21M	3	1.77%	Increased
646	Shelton Capital Management Denver, Colorado	$22.9M	-$129K	9	0.89%	Reduced
647	SCM Segantii Capital Management Hong Kong	$22.8M	+$3.32M	2	0.74%	Increased
648	CA Callahan Advisors Houston, Texas	$22.8M	+$928K	3	2.88%	Increased
649	Heritage Investors Management Corp Bethesda, Maryland	$22.8M	+$42.7K	5	0.96%	Increased
650	NAM NorthCoast Asset Management Greenwich, Connecticut	$22.8M	+$198K	6	0.83%	Increased