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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	MAM Myriad Asset Management North Point, Hong Kong	$12.8M	+$12.9M	1	1.32%	New
677	LBIM Land & Buildings Investment Management Stamford, Connecticut	$12.8M	+$12M	1	2.83%	New
678	Veritable Wilmington, Delaware	$12.8M	+$358K	8	0.25%	Increased
679	GAI General American Investors New York	$12.8M	$0	1	1.26%	Maintained
680	PFC Phocas Financial Corp Alameda, California	$12.8M	-$206K	3	1.29%	Reduced
681	Harris Associates Chicago, Illinois	$12.7M	-$10.4M	1	0.02%	Reduced
682	SRAM Stone Ridge Asset Management New York	$12.7M	-$3.66M	11	0.76%	Reduced
683	Bartlett & Co Cincinnati, Ohio	$12.7M	+$11.3M	8	0.33%	Increased
684	Bartlett & Co Wealth Management Cincinnati, Ohio	$12.7M	+$11.3M	8	0.33%	Increased
685	FM Forward Management San Francisco, California	$12.6M	-$74K	4	1.92%	Reduced
686	GIM Goelzer Investment Management Carmel, Indiana	$12.5M	-$2.33M	4	1.15%	Reduced
687	CCA Cobblestone Capital Advisors Rochester, New York	$12.5M	+$163K	2	1.25%	Increased
688	RIM Ranger Investment Management Dallas, Texas	$12.5M	-$549K	1	0.9%	Reduced
689	Eagle Global Advisors Houston, Texas	$12.4M	-$71.6K	1	0.53%	Reduced
690	FBP Flippin Bruce & Porter Lynchburg, Virginia	$12.4M	+$2.19M	1	2.21%	Increased
691	SCM SKBA Capital Management San Francisco, California	$12.4M	+$24.5K	2	1.97%	Increased
692	TU TDAM USA Toronto, Ontario, Canada	$12.4M	-$1.69M	2	0.88%	Reduced
693	Meyer Handelman Company Rye Brook, New York	$12.4M	-$281K	2	0.63%	Reduced
694	SCA Summit Creek Advisors Minneapolis, Minnesota	$12.3M	-$4.6M	1	2.07%	Reduced
695	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$12.3M	-$303K	2	1.56%	Reduced
696	PC Periscope Capital Toronto, Ontario, Canada	$12.3M	-$6.29M	1	1.6%	Reduced
697	MFAM Motley Fool Asset Management Alexandria, Virginia	$12.3M	-$102K	1	1.43%	Reduced
698	Curi RMB Capital Chicago, Illinois	$12.2M	+$964K	3	0.32%	Increased
699	Encompass Capital Advisors New York	$12.2M	+$2.64M	1	0.84%	Increased
700	CIA CCM Investment Advisers Columbia, South Carolina	$12.2M	+$326K	1	2%	Increased