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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
376	Hancock Whitney Gulfport, Mississippi	$31.5M	+$49.6K	5	1.31%	Increased
377	CEP Chicago Equity Partners Chicago, Illinois	$31.3M	-$8.18M	3	0.91%	Reduced
378	Creative Planning Overland Park, Kansas	$30.4M	+$1.03M	22	0.22%	Increased
379	Fifth Third Bancorp Cincinnati, Ohio	$30.2M	+$661K	12	0.26%	Increased
380	ExxonMobil Investment Management Irving, Texas	$30.1M	+$5.54M	6	0.64%	Increased
381	Chilton Capital Management Houston, Texas	$29.9M	-$789K	2	2.9%	Reduced
382	DCM Daruma Capital Management New York	$29.8M	+$29.2M	1	1.95%	New
383	Advisors Asset Management Monument, Colorado	$29.8M	-$2.1M	12	0.48%	Reduced
384	Rothschild & Co Asset Management US Stamford, Connecticut	$29.7M	+$3.64M	2	0.54%	Increased
385	SIM Sadoff Investment Management Milwaukee, Wisconsin	$29.6M	+$3.66M	1	3.54%	Increased
386	CIM Calvert Investment Management Bethesda, Maryland	$29.4M	-$7.26M	5	1.18%	Reduced
387	Putnam Investments Boston, Massachusetts	$29.2M	-$1.61M	9	0.07%	Reduced
388	Fjarde Ap-fonden Stockholm, Sweden	$29M	-$616K	7	0.67%	Reduced
389	Meag Munich Ergo Munich, Germany	$28.9M	-$348K	4	2.62%	Reduced
390	GA GRS Advisors Chicago, Illinois	$28.8M	+$24.9M	1	8.05%	New
391	MC MIG Capital Newport Beach, California	$28.8M	$0	1	6.26%	Maintained
392	HCM Hoplite Capital Management New York	$28.7M	+$18.5M	1	1.42%	Increased
393	Diamond Hill Capital Management Columbus, Ohio	$28.7M	-$14.8M	1	0.18%	Reduced
394	O'Shaughnessy Asset Management Stamford, Connecticut	$28.6M	+$2.6M	12	0.74%	Increased
395	SAM Shell Asset Management The Hague, Netherlands	$28.5M	+$228K	8	0.66%	Increased
396	RIM Ranger Investment Management Dallas, Texas	$28.1M	-$21.4M	1	1.73%	Reduced
397	AWCI Alpine Woods Capital Investors Purchase, New York	$27.8M	+$55.7K	4	1.66%	Increased
398	Haverford Trust Company Radnor, Pennsylvania	$27.7M	+$425K	2	0.7%	Increased
399	Jacobs Levy Equity Management Florham Park, New Jersey	$27.3M	+$17.9M	7	0.57%	Increased
400	SCCM Schafer Cullen Capital Management New York	$27.2M	-$6.88M	2	0.33%	Reduced