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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
651	EULAV Asset Management Sarasota, Florida	$13.9M	+$1.13M	3	0.51%	Increased
652	H Hexavest Montreal, Quebec, Canada	$13.9M	-$4M	4	0.19%	Reduced
653	USAA United Services Automobile Association San Antonio, Texas	$13.9M	-$165M	5	0.17%	Reduced
654	Heritage Investors Management Corp Bethesda, Maryland	$13.9M	-$197K	4	0.79%	Reduced
655	RIG Roosevelt Investment Group New York	$13.8M	-$198K	2	1.58%	Reduced
656	Crawford Investment Counsel Atlanta, Georgia	$13.8M	+$2.56M	5	0.38%	Increased
657	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$13.8M	+$1.53M	7	0.99%	Increased
658	CIC Cornercap Investment Counsel Atlanta, Georgia	$13.7M	+$1.09M	6	1.94%	Increased
659	ECM EII Capital Management New York	$13.7M	-$360K	5	3.75%	Reduced
660	HIM HGC Investment Management Toronto, Ontario, Canada	$13.7M	-$1.83M	1	2.49%	Reduced
661	Washington Trust Westerly, Rhode Island	$13.7M	-$66.9K	2	0.73%	Reduced
662	FIG Fortress Investment Group New York	$13.6M	$0	1	1.43%	Maintained
663	Gradient Investments Arden Hills, Minnesota	$13.6M	-$9.21M	7	0.67%	Reduced
664	DnB Asset Management Oslo, Norway	$13.5M	+$1.05M	5	0.15%	Increased
665	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$13.4M	+$72.9K	16	0.51%	Increased
666	WCM Investment Management Laguna Beach, California	$13.4M	-$625K	2	0.08%	Reduced
667	NIP Nicholas Investment Partners Rancho Santa Fe, California	$13.4M	-$4.11M	1	1.12%	Reduced
668	PP Paloma Partners Greenwich, Connecticut	$13.4M	-$82.6K	14	0.28%	Reduced
669	WesBanco Bank Wheeling, West Virginia	$13.3M	+$230K	6	0.66%	Increased
670	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$13.2M	-$37.2M	1	6.88%	Reduced
671	Quantbot Technologies New York	$13.2M	+$5.5M	12	1.3%	Increased
672	UMB Bank Kansas City, Missouri	$13.1M	+$9.66M	3	0.31%	Increased
673	Granahan Investment Management Waltham, Massachusetts	$13M	+$639K	2	0.72%	Increased
674	Credit Agricole Montrouge Cedex, France	$13M	+$2.96M	9	0.63%	Increased
675	Northeast Financial Consultants Westport, Connecticut	$12.9M	$0	1	1.32%	Maintained