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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	FAS Formuepleje A/S Aarhus C, Denmark	$46.4M	+$1.6M	1	5.1%	Increased
327	SCM Stevens Capital Management Radnor, Pennsylvania	$45.9M	+$20.2M	8	2.36%	Increased
328	KeyBank National Association Cleveland, Ohio	$45.8M	-$2.44M	8	0.3%	Reduced
329	NPIC Neumeier Poma Investment Counsel Carmel, California	$45.7M	-$542K	1	4.34%	Reduced
330	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$45.2M	-$23.3K	1	8.86%	Reduced
331	Welch & Forbes Boston, Massachusetts	$44.8M	-$681K	2	1.26%	Reduced
332	Fort Washington Investment Advisors Cincinnati, Ohio	$44.6M	-$2.38M	8	0.55%	Reduced
333	ACM Argent Capital Management St Louis, Missouri	$44.4M	-$20.8M	4	2.24%	Reduced
334	Copeland Capital Management Conshohocken, Pennsylvania	$43.9M	+$186K	4	3.14%	Increased
335	Railway Pension Investments London, United Kingdom	$43.8M	+$48.4M	4	0.87%	New
336	Third Point New York	$43.6M	-$276M	1	0.67%	Reduced
337	Bridgeway Capital Management Houston, Texas	$43.5M	+$2.14M	4	0.58%	Increased
338	Advisors Asset Management Monument, Colorado	$43.3M	-$3.67M	15	0.87%	Reduced
339	TPSF Texas Permanent School Fund Austin, Texas	$43.1M	-$2.75M	14	0.76%	Reduced
340	Saturna Capital Bellingham, Washington	$42.4M	$0	2	1.43%	Maintained
341	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$42.4M	-$1.7M	1	2.69%	Reduced
342	Great Lakes Advisors Chicago, Illinois	$42.3M	+$16.7M	7	1%	Increased
343	Fjarde Ap-fonden Stockholm, Sweden	$42.1M	+$8.99M	7	0.73%	Increased
344	Hamlin Capital Management New York	$42.1M	-$16.2M	1	1.96%	Reduced
345	Martingale Asset Management Boston, Massachusetts	$41.8M	-$634K	5	0.55%	Reduced
346	Gabelli Funds Rye, New York	$41.6M	+$1.16M	9	0.29%	Increased
347	HCM Hahn Capital Management Walnut Creek, California	$41.6M	+$9.05M	2	6.02%	Increased
348	Janney Montgomery Scott Philadelphia, Pennsylvania	$41.6M	-$1.83M	10	0.4%	Reduced
349	Creative Planning Overland Park, Kansas	$41.2M	+$1.32M	15	0.17%	Increased
350	EP Elkfork Partners Portland, Oregon	$39.9M	+$7.2M	11	1.13%	Increased