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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
401	Perpetual Ltd Sydney, New South Wales, Australia	$30.1M	-$1.69M	4	2.35%	Reduced
402	H Hexavest Montreal, Quebec, Canada	$29.9M	+$2.55M	3	0.39%	Increased
403	Personal Capital Advisors Redwood City, California	$29.9M	-$7.65M	2	0.65%	Reduced
404	Hancock Whitney Gulfport, Mississippi	$29.8M	-$1.17M	4	1.26%	Reduced
405	Andra AP-fonden Goteborg, Sweden	$29.8M	-$125K	9	0.74%	Reduced
406	Commerce Bank Kansas City, Missouri	$29.7M	+$936K	5	0.42%	Increased
407	HS Hazelview Securities Toronto, Ontario, Canada	$29.7M	+$2.8M	3	9.24%	Increased
408	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$29.6M	-$4.01M	1	0.61%	Reduced
409	Cincinnati Insurance Fairfield, Ohio	$29.6M	$0	1	0.92%	Maintained
410	PIMC Praesidium Investment Management Company New York	$29.6M	-$25.9M	1	2.34%	Reduced
411	GAMCO Investors Greenwich, Connecticut	$29.6M	-$878K	2	0.19%	Reduced
412	ORIO Old Republic International (ORI) Chicago, Illinois	$29.4M	$0	1	0.96%	Maintained
413	Martingale Asset Management Boston, Massachusetts	$29.2M	+$11.4M	7	0.41%	Increased
414	Dana Investment Advisors Waukesha, Wisconsin	$29.1M	-$275K	4	1.37%	Reduced
415	Obermeyer Wealth Partners Aspen, Colorado	$29.1M	+$186K	2	2.58%	Increased
416	Meag Munich Ergo Munich, Germany	$28.9M	+$1.18M	5	1.28%	Increased
417	Fifth Third Bancorp Cincinnati, Ohio	$28.8M	+$3.21M	13	0.21%	Increased
418	GGHC Gilder Gagnon Howe & Co New York	$28.6M	+$17.5M	3	0.42%	Increased
419	CIBC Private Wealth Group Atlanta, Georgia	$28.3M	+$539K	5	0.18%	Increased
420	IAM Impax Asset Management Portsmouth, New Hampshire	$28.1M	+$10M	2	1.59%	Increased
421	LPL Financial San Diego, California	$27.8M	+$4.96M	14	0.11%	Increased
422	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$27.7M	+$1.73M	2	3.56%	Increased
423	Gotham Asset Management New York	$27.7M	+$1.25M	6	0.39%	Increased
424	DnB Asset Management Oslo, Norway	$27.6M	-$3.51M	7	0.4%	Reduced
425	HCM Hodges Capital Management Dallas, Texas	$27.6M	+$4.5M	2	1.63%	Increased