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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	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$40.1M	-$6.89K	2	4.04%	Reduced
402	State of Michigan Retirement System Lansing, Michigan	$39.9M	-$7.69M	9	0.36%	Reduced
403	FI Fosun International Hong Kong, China	$39.9M	-$14.9M	2	2.63%	Reduced
404	MSA Mason Street Advisors Milwaukee, Wisconsin	$39.1M	+$327K	14	0.82%	Increased
405	QS Investors New York	$39.1M	-$2.94M	13	0.42%	Reduced
406	Haverford Trust Company Radnor, Pennsylvania	$38.9M	+$887K	3	0.7%	Increased
407	HS Hazelview Securities Toronto, Ontario, Canada	$38.7M	-$461K	3	8.4%	Reduced
408	Pacer Advisors Malvern, Pennsylvania	$38.2M	+$16.4M	12	0.93%	Increased
409	HI Honeywell International Charlotte, North Carolina	$38.1M	-$2.47M	5	14.77%	Reduced
410	Fort Washington Investment Advisors Cincinnati, Ohio	$38M	-$8.52M	7	0.42%	Reduced
411	GL Governors Lane New York	$37.8M	-$1.4M	1	2.97%	Reduced
412	Commonwealth Equity Services Waltham, Massachusetts	$37.6M	+$2.99M	15	0.17%	Increased
413	Commerce Bank Kansas City, Missouri	$37.5M	-$691K	8	0.42%	Reduced
414	VanEck Associates New York	$37.1M	+$7.46M	7	0.18%	Increased
415	South Dakota Investment Council Sioux Falls, South Dakota	$36.6M	-$1.31M	4	0.76%	Reduced
416	Segall Bryant & Hamill Chicago, Illinois	$35.8M	+$20.1M	8	0.54%	Increased
417	Sands Capital Management Arlington, Virginia	$35.5M	+$21.9M	1	0.11%	Increased
418	Ancora Advisors Cleveland, Ohio	$35.2M	+$2.64M	7	1.58%	Increased
419	Hancock Whitney Gulfport, Mississippi	$35M	-$1.71M	9	1.12%	Reduced
420	BPB Badgley, Phelps & Bell Seattle, Washington	$34.6M	+$705K	3	2.02%	Increased
421	GLCM Greenlea Lane Capital Management Weston, Connecticut	$34.6M	+$1.83M	1	19.05%	Increased
422	TCM Tran Capital Management San Rafael, California	$34.3M	-$874K	2	4.28%	Reduced
423	Zurich Insurance Group Zurich, Switzerland	$34.1M	+$18.5M	5	0.68%	Increased
424	Jefferies Group New York	$33.8M	+$18.1M	15	0.25%	Increased
425	Calamos Advisors Naperville, Illinois	$33.5M	+$6.25M	7	0.19%	Increased