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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	$33.6M	+$1.3M	4	1.43%	Increased
402	Commerce Bank Kansas City, Missouri	$33.5M	+$151K	6	0.44%	Increased
403	BB&T Securities Richmond, Virginia	$33.3M	-$2.09M	11	0.38%	Reduced
404	Utah Retirement Systems Salt Lake City, Utah	$32.5M	+$35.9K	8	0.69%	Increased
405	CC Crosslink Capital Menlo Park, California	$32.4M	+$436K	2	6.5%	Increased
406	GC GMT Capital Atlanta, Georgia	$32.2M	-$62.5M	1	0.77%	Reduced
407	Highbridge Capital Management New York	$31.9M	+$4.98M	4	0.52%	Increased
408	Nomura Holdings Tokyo, Japan	$31.8M	+$2.49M	8	0.05%	Increased
409	MCIM Meadow Creek Investment Management Atlanta, Georgia	$31.7M	-$5.59M	12	0.69%	Reduced
410	MN Services Vermogensbeheer The Hague, Netherlands	$31.7M	+$4.64M	9	0.83%	Increased
411	Ferguson Wellman Capital Management Portland, Oregon	$31.6M	-$950K	3	1.12%	Reduced
412	GAMCO Investors Greenwich, Connecticut	$31.3M	-$1.28M	2	0.21%	Reduced
413	Avalon Investment & Advisory Houston, Texas	$31.3M	+$1.53M	2	0.97%	Increased
414	Hancock Whitney Gulfport, Mississippi	$31M	+$591K	5	1.39%	Increased
415	TC Towle & Co Denver, Colorado	$30.6M	-$3.7M	1	3.25%	Reduced
416	TCM Twin Capital Management Mcmurray, Pennsylvania	$30.5M	-$9.81M	3	1.58%	Reduced
417	Achmea Investment Management Zeist, Netherlands	$30.3M	+$1.33M	5	1.02%	Increased
418	ORIO Old Republic International (ORI) Chicago, Illinois	$30.2M	$0	1	0.97%	Maintained
419	Calamos Advisors Naperville, Illinois	$29.9M	+$546K	4	0.19%	Increased
420	Vaughan Nelson Investment Management Houston, Texas	$29.9M	-$416K	1	0.37%	Reduced
421	Obermeyer Wealth Partners Aspen, Colorado	$29.8M	-$452K	2	2.7%	Reduced
422	LPL Financial San Diego, California	$29.8M	+$1.87M	16	0.08%	Increased
423	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$29.8M	+$127K	13	0.36%	Increased
424	MSA Mason Street Advisors Milwaukee, Wisconsin	$29.7M	+$455K	13	0.68%	Increased
425	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$29.3M	-$2.65M	6	0.58%	Reduced