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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	FP Foundry Partners Minneapolis, Minnesota	$34.7M	-$7.67M	4	1.44%	Reduced
402	HS Hazelview Securities Toronto, Ontario, Canada	$34M	+$1.44M	3	9.95%	Increased
403	HCM Hahn Capital Management Walnut Creek, California	$33.7M	-$487K	1	3.17%	Reduced
404	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$33.6M	-$1.18M	6	0.83%	Reduced
405	Ferguson Wellman Capital Management Portland, Oregon	$33.4M	+$347K	4	1.15%	Increased
406	Commerce Bank Kansas City, Missouri	$33.3M	+$528K	6	0.43%	Increased
407	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$33.3M	-$811K	6	0.62%	Reduced
408	Avalon Investment & Advisory Houston, Texas	$33M	+$1.58M	3	1.03%	Increased
409	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$32.8M	+$2.86M	9	0.49%	Increased
410	Winton Group London, United Kingdom	$31.9M	+$12.7M	9	0.92%	Increased
411	Rafferty Asset Management New York	$31.8M	+$10.4M	8	0.55%	Increased
412	Dana Investment Advisors Waukesha, Wisconsin	$31.7M	+$173K	4	1.38%	Increased
413	Diamond Hill Capital Management Columbus, Ohio	$31.6M	+$75.8K	1	0.16%	Increased
414	OCM Osterweis Capital Management San Francisco, California	$31.5M	+$30.7M	1	2.24%	New
415	Hancock Whitney Gulfport, Mississippi	$31.4M	-$1.41M	7	1.3%	Reduced
416	Andra AP-fonden Goteborg, Sweden	$31.4M	-$1.57M	9	0.71%	Reduced
417	SAM Scopus Asset Management New York	$31.3M	-$12M	1	0.29%	Reduced
418	LPL Financial San Diego, California	$31.2M	+$3.11M	17	0.1%	Increased
419	GAMCO Investors Greenwich, Connecticut	$31.1M	-$4.38M	2	0.19%	Reduced
420	Meag Munich Ergo Munich, Germany	$31M	+$7.79M	7	1.2%	Increased
421	MSA Mason Street Advisors Milwaukee, Wisconsin	$30.7M	+$148K	13	0.69%	Increased
422	Fifth Third Bancorp Cincinnati, Ohio	$30.6M	+$886K	16	0.21%	Increased
423	Första AP-fonden Stockholm, Sweden	$30.5M	-$14.2M	6	1.11%	Reduced
424	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$30.5M	+$1.11M	13	0.36%	Increased
425	Nomura Holdings Tokyo, Japan	$30.5M	-$13.8M	9	0.05%	Reduced