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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
426	Commerce Bank Kansas City, Missouri	$18.5M	+$17.9M	5	0.34%	New
427	Sarasin & Partners London, United Kingdom	$18.4M	+$19.8M	2	0.26%	New
428	Stock Yards Bank & Trust Louisville, Kentucky	$18.4M	+$19.5M	3	2.04%	New
429	FM Forward Management San Francisco, California	$18.3M	+$19.3M	5	1.5%	New
430	BCM Basswood Capital Management New York	$18.2M	+$17.5M	2	1.18%	New
431	Wilmington Trust Wilmington, Delaware	$18.1M	+$17.5M	4	0.36%	New
432	Advisors Asset Management Monument, Colorado	$17.9M	+$18.8M	10	0.34%	New
433	Dana Investment Advisors Waukesha, Wisconsin	$17.9M	+$17.4M	3	1.35%	New
434	Chartwell Investment Partners Berywn, Pennsylvania	$17.9M	+$19.8M	2	0.45%	New
435	BCM Boltwood Capital Management Walnut Creek, California	$17.8M	+$19.2M	1	7.33%	New
436	Whittier Trust South Pasadena, California	$17.8M	+$18.2M	9	1%	New
437	AIP ARS Investment Partners New York	$17.8M	+$17M	1	3.13%	New
438	ERM Elm Ridge Management Briarcliff Manor, New York	$17.8M	+$17.5M	3	2.09%	New
439	PFM Parsec Financial Management Asheville, North Carolina	$17.4M	+$16.8M	1	2.36%	New
440	Capital Fund Management (CFM) Paris, France	$17.4M	+$19.1M	4	0.27%	New
441	Mawer Investment Management Calgary, Alberta, Canada	$17.3M	+$16.6M	1	0.64%	New
442	PP PDT Partners New York	$17.3M	+$18.2M	12	0.42%	New
443	Glenmede Trust Philadelphia, Pennsylvania	$17.2M	+$17.2M	9	0.21%	New
444	Aberdeen Asset Management Aberdeen, United Kingdom	$17.1M	+$17.9M	5	0.05%	New
445	Regions Financial Corp Birmingham, Alabama	$16.9M	+$16.7M	4	0.23%	New
446	DnB Asset Management Oslo, Norway	$16.8M	+$16M	4	0.5%	New
447	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$16.7M	+$16.6M	1	1.35%	New
448	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$16.7M	+$17.2M	6	0.29%	New
449	Conestoga Capital Advisors Wayne, Pennsylvania	$16.6M	+$15.2M	1	1.71%	New
450	Meag Munich Ergo Munich, Germany	$16.5M	+$15.5M	2	1.24%	New