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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
326	FP Foundry Partners Minneapolis, Minnesota	$49.6M	+$2.36M	5	2.04%	Increased
327	KeyBank National Association Cleveland, Ohio	$48.8M	-$802K	10	0.29%	Reduced
328	FM Forward Management San Francisco, California	$48.4M	+$1.56M	5	4.12%	Increased
329	Arizona State Retirement System Phoenix, Arizona	$48.2M	+$1.35M	13	0.67%	Increased
330	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$47.4M	-$362K	1	9.04%	Reduced
331	Calamos Advisors Naperville, Illinois	$47.1M	-$1.93M	4	0.35%	Reduced
332	Nisa Investment Advisors St. Louis, Missouri	$47M	+$3.56M	13	0.55%	Increased
333	Saturna Capital Bellingham, Washington	$46.9M	+$35.9K	2	1.55%	Increased
334	WCP Waterfront Capital Partners New York	$46.2M	-$1.99M	2	6.5%	Reduced
335	Numeric Investors Boston, Massachusetts	$46.2M	+$2M	11	0.41%	Increased
336	First Eagle Investment Management New York	$45.3M	+$15.7M	1	0.11%	Increased
337	William Blair & Company Chicago, Illinois	$44.1M	+$2.75M	10	0.33%	Increased
338	EP Elkfork Partners Portland, Oregon	$43.9M	-$790K	11	1.32%	Reduced
339	Hennessy Advisors Inc Novato, California	$43.8M	-$1.65M	3	1.35%	Reduced
340	Ninety One (UK) London, United Kingdom	$43.7M	+$4.32M	5	0.21%	Increased
341	South Texas Money Management San Antonio, Texas	$43.6M	+$8.35M	2	2.14%	Increased
342	FAS Formuepleje A/S Aarhus C, Denmark	$43.3M	-$242K	1	4.52%	Reduced
343	Suntrust Banks Atlanta, Georgia	$42.9M	-$574K	7	0.26%	Reduced
344	SG Americas Securities New York	$42.4M	+$8.32M	17	0.38%	Increased
345	SIM Sadoff Investment Management Milwaukee, Wisconsin	$41.3M	+$320K	1	3.92%	Increased
346	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$40.8M	-$645K	3	2.37%	Reduced
347	Kayne Anderson Rudnick Investment Management Los Angeles, California	$40.4M	+$4.94M	6	0.4%	Increased
348	Janney Montgomery Scott Philadelphia, Pennsylvania	$40.1M	-$4.47M	9	0.5%	Reduced
349	DZ Bank Frankfurt Am Main, Germany	$40M	+$32.5M	7	0.19%	Increased
350	HI Honeywell International Charlotte, North Carolina	$39.8M	-$1.44M	7	1.5%	Reduced