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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	LPL Financial San Diego, California	$30.5M	-$650K	16	0.08%	Reduced
402	Cerity Partners New York	$30.5M	+$547K	6	2.04%	Increased
403	MSA Mason Street Advisors Milwaukee, Wisconsin	$30.3M	+$403K	14	0.74%	Increased
404	Swiss Life Asset Management Zurich,	$30.2M	-$26.2M	3	0.61%	Reduced
405	Westfield Capital Management Boston, Massachusetts	$30.2M	+$13.9M	2	0.26%	Increased
406	EC Eminence Capital New York	$30M	+$14.8M	1	0.58%	Increased
407	Ancora Advisors Cleveland, Ohio	$29.8M	-$1.82M	7	1.43%	Reduced
408	Haverford Trust Company Radnor, Pennsylvania	$29.7M	+$534K	2	0.63%	Increased
409	Bridgewater Associates Westport, Connecticut	$29.6M	+$11.6M	5	0.27%	Increased
410	PIP Permian Investment Partners Dallas, Texas	$29.2M	-$29.4M	1	4.86%	Reduced
411	AG Aravt Global New York	$29.1M	$0	1	4.17%	Maintained
412	Hancock Whitney Gulfport, Mississippi	$28.8M	-$3.14M	8	0.97%	Reduced
413	Commerce Bank Kansas City, Missouri	$28.6M	+$1.41M	7	0.36%	Increased
414	Kennedy Capital Management St Louis, Missouri	$28.5M	+$15M	5	0.71%	Increased
415	VC Vision Capital Toronto, Ontario, Canada	$28.3M	+$31.1M	2	21.32%	New
416	JCM Janney Capital Management Pittsburgh, Pennsylvania	$28.1M	-$1.32M	2	1.52%	Reduced
417	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$28M	+$12.5M	5	0.63%	Increased
418	Chicago Capital Chicago, Illinois	$27.7M	-$933K	2	2.26%	Reduced
419	Polar Capital London, United Kingdom	$27.5M	-$76.9M	2	0.29%	Reduced
420	South Dakota Investment Council Sioux Falls, South Dakota	$27.5M	+$1.4M	5	0.69%	Increased
421	HCM HMI Capital Management San Francisco, California	$27.4M	-$57.8M	1	3.12%	Reduced
422	Natixis Paris, France	$27.2M	+$24M	5	0.22%	Increased
423	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$27.2M	+$2.11M	14	0.37%	Increased
424	RIM Ranger Investment Management Dallas, Texas	$27.1M	+$2.05M	1	2.21%	Increased
425	BOK Financial Tulsa, Oklahoma	$27M	-$802K	12	0.77%	Reduced