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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
676	KS Karpas Strategies Litchfield, Connecticut	$12.5M	+$54.9K	1	5.26%	Increased
677	GAI General American Investors New York	$12.4M	$0	1	1.23%	Maintained
678	SCM SKBA Capital Management San Francisco, California	$12.2M	-$955K	2	1.96%	Reduced
679	RIM Rampart Investment Management Hartford, Connecticut	$12.1M	+$9.83M	6	1.38%	Increased
680	WCM Investment Management Laguna Beach, California	$12.1M	+$3.55M	2	0.08%	Increased
681	RIG Roosevelt Investment Group New York	$12.1M	-$418K	2	1.51%	Reduced
682	RCM Riverpark Capital Management New York	$12.1M	-$8.06M	1	2.75%	Reduced
683	PFC Phocas Financial Corp Alameda, California	$12M	-$5.14M	3	1.14%	Reduced
684	MC Martin Currie Edinburgh, United Kingdom	$12M	-$5.82K	2	0.84%	Reduced
685	Loews Corp New York	$11.9M	+$232K	3	0.1%	Increased
686	LPU Lansdowne Partners (UK) London, United Kingdom	$11.8M	-$7.09M	1	0.26%	Reduced
687	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$11.8M	-$3.09M	16	0.79%	Reduced
688	SCM Spyglass Capital Management San Francisco, California	$11.7M	+$4.45M	1	4.54%	Increased
689	DnB Asset Management Oslo, Norway	$11.7M	-$1.5M	5	0.13%	Reduced
690	Heritage Investors Management Corp Bethesda, Maryland	$11.7M	+$1.13M	5	0.69%	Increased
691	WesBanco Bank Wheeling, West Virginia	$11.7M	-$92K	5	0.58%	Reduced
692	Glazer Capital LLC New York	$11.6M	+$4.51M	2	1.71%	Increased
693	BCM Bourgeon Capital Management Darien, Connecticut	$11.5M	+$1.61M	2	6.72%	Increased
694	AC Albar Capital London, United Kingdom	$11.5M	+$10.7M	2	3.99%	New
695	Washington Trust Westerly, Rhode Island	$11.4M	+$215K	2	0.64%	Increased
696	EULAV Asset Management Sarasota, Florida	$11.4M	+$3.52M	3	0.47%	Increased
697	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$11.3M	-$93.6K	1	4.05%	Reduced
698	CIM Corbyn Investment Management Lutherville, Maryland	$11.3M	-$3.25M	2	4.64%	Reduced
699	Penserra Capital Management Orinda, California	$11.3M	+$7.95M	8	0.9%	Increased
700	HAM Highstreet Asset Management London, Ontario, Canada	$11.3M	-$334K	4	0.65%	Reduced