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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	Meyer Handelman Company Rye Brook, New York	$13.6M	-$447K	2	0.65%	Reduced
677	DP Dearborn Partners Chicago, Illinois	$13.6M	+$403K	2	0.69%	Increased
678	Fred Alger Management New York	$13.6M	-$1.2M	5	0.05%	Reduced
679	WesBanco Bank Wheeling, West Virginia	$13.6M	+$48.1K	6	0.62%	Increased
680	Bridgeway Capital Management Houston, Texas	$13.6M	-$17.3M	6	0.18%	Reduced
681	Farmers & Merchants Investments Inc Lincoln, Nebraska	$13.5M	+$634K	10	0.83%	Increased
682	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$13.4M	-$205K	2	3.54%	Reduced
683	TAL TIG Advisors LLC New York	$13.4M	-$8.69M	1	0.78%	Reduced
684	FTI Fiduciary Trust International Lincoln, Massachusetts	$13.4M	+$4.04M	1	2.15%	Increased
685	Harris Associates Chicago, Illinois	$13.4M	-$1.29M	1	0.02%	Reduced
686	AEGON Asset Management (UK) Edinburgh, United Kingdom	$13.4M	+$5.98M	2	0.32%	Increased
687	GIM Goelzer Investment Management Carmel, Indiana	$13.3M	+$198K	4	1.14%	Increased
688	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$13.3M	-$704K	16	0.43%	Reduced
689	OAM Oxford Asset Management Oxford, United Kingdom	$13.3M	-$19.1M	10	0.37%	Reduced
690	SCM SKBA Capital Management San Francisco, California	$13.2M	-$859K	2	2.09%	Reduced
691	CS Central Securities New York	$13.2M	$0	1	1.88%	Maintained
692	YCMGA York Capital Management Global Advisors New York	$13.1M	-$34.7M	1	0.76%	Reduced
693	Gradient Investments Arden Hills, Minnesota	$13M	+$63.8K	7	0.58%	Increased
694	ExodusPoint Capital Management New York	$13M	+$4.54M	11	0.24%	Increased
695	LBC Lowe Brockenbrough & Co Richmond, Virginia	$12.9M	-$58.9K	3	1.6%	Reduced
696	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$12.9M	+$253K	3	1.55%	Increased
697	RCMC RK Capital Management (Colorado) Denver, Colorado	$12.8M	-$3.05M	1	4.78%	Reduced
698	AAIM Asset Advisors Investment Management Augusta, Georgia	$12.7M	-$4.28K	1	1.85%	Reduced
699	Encompass Capital Advisors New York	$12.7M	-$5.93K	1	0.81%	Reduced
700	MC Martin Currie Edinburgh, United Kingdom	$12.6M	-$8.3M	3	0.7%	Reduced