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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	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$21.8M	$0	1	0.7%	Maintained
677	Carnegie Investment Counsel Pepper Pike, Ohio	$21.8M	+$3.16M	3	0.79%	Increased
678	Abeille Asset Management France	$21.7M	+$18.4M	3	0.62%	Increased
679	AFIA America First Investment Advisors Omaha, Nebraska	$21.6M	-$560K	1	6.24%	Reduced
680	Central Securities New York	$21.6M	$0	1	2.29%	Maintained
681	TIAA FSB Jacksonville, Florida	$21.5M	-$14.6M	3	0.07%	Reduced
682	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$21.5M	-$2.98M	4	0.51%	Reduced
683	CapWealth Advisors Franklin, Tennessee	$21.5M	-$78.4K	1	2.2%	Reduced
684	Brandes Investment Partners La Jolla, California	$21.4M	+$8.2M	1	0.46%	Increased
685	Associated Banc-Corp Green Bay, Wisconsin	$21.4M	-$691K	1	0.82%	Reduced
686	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$21.4M	-$11.3M	2	0.94%	Reduced
687	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$21.4M	-$130K	1	1.04%	Reduced
688	E Ergoteles New York	$21.4M	-$3.08M	10	0.81%	Reduced
689	NXG Investment Management Dallas, Texas	$21.4M	+$3.14M	6	1.91%	Increased
690	TC Towle & Co Denver, Colorado	$21.2M	-$1.13M	2	2.71%	Reduced
691	Nan Shan Life Insurance Taipei City, Taiwan	$21.1M	-$22M	1	0.37%	Reduced
692	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$21.1M	-$485K	7	1.15%	Reduced
693	Foundry Partners Minneapolis, Minnesota	$21M	-$30.7M	5	1.07%	Reduced
694	BAM Broadcrest Asset Management Winter Park, Florida	$21M	+$8.89M	1	17.46%	Increased
695	Farmers & Merchants Investments Inc Lincoln, Nebraska	$20.8M	-$181K	11	0.79%	Reduced
696	Boston Trust Walden Boston, Massachusetts	$20.8M	+$1.12M	3	0.17%	Increased
697	Twin Tree Management Dallas, Texas	$20.7M	+$4.34M	6	0.03%	Increased
698	ARS Investment Partners New York	$20.6M	+$7.2M	2	1.99%	Increased
699	Personal Capital Advisors Redwood City, California	$20.6M	+$565K	3	0.1%	Increased
700	MWM Madison Wealth Management Cincinnati, Ohio	$20.6M	-$48.1K	1	4.33%	Reduced