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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	Suntrust Banks Atlanta, Georgia	$40.6M	-$4.98M	9	0.24%	Reduced
377	HighTower Advisors Chicago, Illinois	$40.4M	-$182K	12	0.33%	Reduced
378	BA Boston Advisors Boston, Massachusetts	$40.2M	+$1.71M	5	0.87%	Increased
379	IAM Impax Asset Management Portsmouth, New Hampshire	$39.3M	-$2.32M	3	2.26%	Reduced
380	Advisors Asset Management Monument, Colorado	$39.2M	+$5.09M	13	0.64%	Increased
381	Mitsubishi UFJ Asset Management Tokyo, Japan	$39M	+$1.03M	9	0.85%	Increased
382	BB&T Securities Richmond, Virginia	$38.5M	+$4.56M	10	0.5%	Increased
383	MCIM Meadow Creek Investment Management Atlanta, Georgia	$38.3M	+$2.93M	12	0.83%	Increased
384	FM Forward Management San Francisco, California	$37.4M	-$2.35M	5	4.22%	Reduced
385	TC Towle & Co Denver, Colorado	$37.4M	+$698K	1	3.69%	Increased
386	Cincinnati Insurance Fairfield, Ohio	$37.2M	$0	1	1.07%	Maintained
387	Swiss Life Asset Management Zurich,	$37M	+$2.79M	7	0.83%	Increased
388	CCM Corsair Capital Management New York	$36.7M	+$18.1M	2	6.55%	Increased
389	CC Crosslink Capital Menlo Park, California	$36.1M	+$9.97M	2	6.95%	Increased
390	SGAM Smith Group Asset Management Dallas, Texas	$36.1M	+$2.11M	5	1.13%	Increased
391	Haverford Trust Company Radnor, Pennsylvania	$35.8M	-$349K	2	0.7%	Reduced
392	MLICM Metropolitan Life Insurance Company (MetLife) New York	$35.7M	-$68.4M	17	0.47%	Reduced
393	JCM Janney Capital Management Pittsburgh, Pennsylvania	$35.7M	-$324K	2	1.52%	Reduced
394	HCM Hodges Capital Management Dallas, Texas	$35.6M	+$4.37M	2	2.61%	Increased
395	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$35.6M	+$250K	2	3.91%	Increased
396	CIBC World Markets New York	$35.6M	+$13M	6	0.26%	Increased
397	Susquehanna International Group Bala Cynwyd, Pennsylvania	$35.3M	+$14M	22	0.01%	Increased
398	Natixis Paris, France	$35.2M	+$17.8M	4	0.27%	Increased
399	Vaughan Nelson Investment Management Houston, Texas	$35.2M	+$9.69M	1	0.41%	Increased
400	Utah Retirement Systems Salt Lake City, Utah	$34.7M	+$999K	8	0.73%	Increased