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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	CCM Criterion Capital Management San Francisco, California	$57.3M	-$10.3M	1	4.3%	Reduced
327	Mairs & Power Inc St Paul, Minnesota	$56.1M	+$58.1M	1	0.7%	New
328	Vaughan Nelson Investment Management Houston, Texas	$55.8M	+$21.8M	2	0.67%	Increased
329	Eagle Asset Management St Petersburg, Florida	$55.7M	-$7.34M	5	0.3%	Reduced
330	SJIC St. James Investment Company Southlake, Texas	$54.8M	-$2.88M	1	6.49%	Reduced
331	Saturna Capital Bellingham, Washington	$53.7M	-$2.62K	2	1.72%	Reduced
332	TPSF Texas Permanent School Fund Austin, Texas	$52.9M	-$544K	14	0.72%	Reduced
333	Nisa Investment Advisors St. Louis, Missouri	$52.8M	+$1.96M	14	0.54%	Increased
334	CC Cannell & Co New York	$52.8M	+$504K	2	1.97%	Increased
335	Ceredex Value Advisors Orlando, Florida	$52.8M	-$36.3M	2	0.6%	Reduced
336	Addenda Capital Montreal, Quebec, Canada	$52.1M	-$1.64M	1	4.23%	Reduced
337	Advisors Asset Management Monument, Colorado	$51.9M	+$9.02M	16	0.88%	Increased
338	Martingale Asset Management Boston, Massachusetts	$51.9M	+$1.46M	5	0.64%	Increased
339	KeyBank National Association Cleveland, Ohio	$51.3M	-$211K	10	0.3%	Reduced
340	Fort Washington Investment Advisors Cincinnati, Ohio	$51.2M	-$5.04M	8	0.52%	Reduced
341	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$50.5M	-$17.8M	11	0.34%	Reduced
342	Copeland Capital Management Conshohocken, Pennsylvania	$50.4M	+$2.58M	4	2.95%	Increased
343	SF Schooner Foundation Boston, Massachusetts	$50.3M	$0	1	100%	Maintained
344	Gabelli Funds Rye, New York	$49.6M	+$3.02M	9	0.29%	Increased
345	Gateway Investment Advisers Cincinnati, Ohio	$49.5M	+$1.02M	7	0.44%	Increased
346	MetLife Investment Management Whippany, New Jersey	$49.3M	-$3.59M	15	0.58%	Reduced
347	FP Foundry Partners Minneapolis, Minnesota	$49.2M	+$15.7M	6	2.01%	Increased
348	Welch & Forbes Boston, Massachusetts	$49M	-$6.16M	2	1.27%	Reduced
349	PP Paloma Partners Greenwich, Connecticut	$48.6M	+$29.9M	11	0.89%	Increased
350	DZ Bank Frankfurt Am Main, Germany	$48.5M	-$37.2M	8	0.18%	Reduced