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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
701	Adams Diversified Equity Fund Baltimore, Maryland	$17.8M	-$11.5M	1	0.89%	Reduced
702	D.A. Davidson & Co Great Falls, Montana	$17.7M	+$899K	12	0.23%	Increased
703	Raymond James Trust St. Petersburg, Florida	$17.7M	+$582K	10	0.66%	Increased
704	CCA Cobblestone Capital Advisors Rochester, New York	$17.6M	+$161K	2	1.47%	Increased
705	Summit Partners Public Asset Management Boston, Massachusetts	$17.6M	-$55.1M	1	0.91%	Reduced
706	ICM Ionic Capital Management New York	$17.6M	+$6.65M	2	2.41%	Increased
707	Private Advisor Group Morristown, New Jersey	$17.5M	-$7.85M	12	0.2%	Reduced
708	ACM Atlanta Capital Management Atlanta, Georgia	$17.4M	-$1.21M	1	0.08%	Reduced
709	ECM Engine Capital Management New York	$17.4M	-$7.47M	1	5.78%	Reduced
710	Inspire Investing Meridian, Idaho	$17.4M	+$2.43M	9	2.45%	Increased
711	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$17.3M	+$5.86M	1	3.1%	Increased
712	Varma Mutual Pension Insurance Co Helsinki, Finland	$17.3M	+$9.79M	1	0.3%	Increased
713	Vestmark Advisory Solutions Wakefield, Massachusetts	$17.3M	+$3.17M	11	0.97%	Increased
714	Ethic Inc New York	$17.3M	+$923K	12	1.17%	Increased
715	Meitav Investment House Bene-Beraq, Israel	$17.3M	+$1.73M	3	0.3%	Increased
716	CMG Cavalry Management Group San Francisco, California	$17.3M	-$41.4M	1	2.17%	Reduced
717	CCP Corient Capital Partners Newport Beach, California	$17.3M	+$601K	9	1.29%	Increased
718	NIP Nicholas Investment Partners Rancho Santa Fe, California	$17.2M	-$11.6M	3	1.6%	Reduced
719	Capital International Sarl Los Angeles, California	$17.2M	-$1.02M	3	1.39%	Reduced
720	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$17.2M	+$486K	2	0.69%	Increased
721	RIM Redpoint Investment Management Sydney, NSW, Australia	$17.1M	-$445K	7	2.5%	Reduced
722	TP Toronado Partners San Francisco, California	$17.1M	-$2.22M	1	6.02%	Reduced
723	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$17M	-$6.49M	3	5.09%	Reduced
724	AP Archon Partners Princeton Junction, New Jersey	$17M	$0	1	3.22%	Maintained
725	GCIA Gabelli & Co Investment Advisers Rye, New York	$16.9M	+$10.5M	1	2.19%	Increased