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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
351	United Capital Financial Advisors Irving, Texas	$35.9M	-$850K	6	0.37%	Reduced
352	TP Thunderbird Partners London, United Kingdom	$35.8M	$0	1	4.71%	Maintained
353	EA Euclid Advisors Hartford, Connecticut	$35.7M	+$25.8M	6	1.55%	Increased
354	LCM Lakewood Capital Management New York	$35.6M	$0	1	1.72%	Maintained
355	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$34.6M	+$833K	6	0.14%	Increased
356	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$34.4M	-$2.14M	1	0.7%	Reduced
357	State of Alaska Department of Revenue Juneau, Alaska	$34.3M	-$3.32M	6	3.58%	Reduced
358	ALPS Advisors Denver, Colorado	$33.8M	-$45M	5	0.3%	Reduced
359	SIC Schwartz Investment Counsel Plymouth, Michigan	$33.7M	+$581K	4	2.44%	Increased
360	CC Crosslink Capital Menlo Park, California	$33.7M	-$5.24M	2	6.06%	Reduced
361	Mitsubishi UFJ Asset Management Tokyo, Japan	$33.7M	+$3.79M	8	0.88%	Increased
362	Nisa Investment Advisors St. Louis, Missouri	$33.3M	+$4.36M	14	0.45%	Increased
363	PFMOSF Philadelphia Financial Management of San Francisco San Francisco, California	$33.3M	+$29.4M	3	7.64%	New
364	PIA Piedmont Investment Advisors Durham, North Carolina	$33.2M	+$27.6M	6	0.68%	Increased
365	Calamos Advisors Naperville, Illinois	$33.2M	-$8.82K	3	0.23%	Reduced
366	TGI Tradewinds Global Investors Los Angeles, California	$32.9M	-$2.96M	3	2.14%	Reduced
367	Rockefeller Financial Services New York	$32.5M	+$86.3K	5	0.65%	Increased
368	NRC North Run Capital Boston, Massachusetts	$32.4M	+$12.5M	1	5.34%	Increased
369	BCM Barometer Capital Management Toronto, Ontario, Canada	$32.4M	+$3.5M	2	3.21%	Increased
370	RC Rivulet Capital Summit, New Jersey	$32.4M	-$13.5M	1	8.74%	Reduced
371	CC Carlson Capital Dallas, Texas	$32.1M	-$13.1M	1	0.4%	Reduced
372	HighTower Advisors Chicago, Illinois	$32M	-$3.55M	8	0.4%	Reduced
373	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$31.8M	+$4.83M	8	0.67%	Increased
374	BREA Barings Real Estate Advisers Hartford, Connecticut	$31.8M	-$564K	3	10.49%	Reduced
375	JCM Janney Capital Management Pittsburgh, Pennsylvania	$31.6M	-$190K	1	1.67%	Reduced