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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	Suntrust Banks Atlanta, Georgia	$22.7M	-$107M	8	0.16%	Reduced
427	SAM Scopus Asset Management New York	$22.7M	+$21.6M	1	0.52%	New
428	ECM Estabrook Capital Management New York	$22.7M	-$1.94M	2	2.32%	Reduced
429	PP PDT Partners New York	$22.5M	+$10M	10	0.6%	Increased
430	OAM Origin Asset Management London, United Kingdom	$22.3M	-$600K	1	1.44%	Reduced
431	RCM Riverhead Capital Management Wilmington, Delaware	$22.1M	+$512K	5	0.41%	Increased
432	CCAM Coupland Cardiff Asset Management London, United Kingdom	$22.1M	+$9.02M	1	17.68%	Increased
433	KCM Kames Capital Management Edinburgh, United Kingdom	$22.1M	+$3.04M	2	0.7%	Increased
434	Wilmington Trust Wilmington, Delaware	$22M	+$463K	4	0.37%	Increased
435	CC Chubb Corp Warren, New Jersey	$21.9M	$0	1	1.14%	Maintained
436	OAM Oxford Asset Management Oxford, United Kingdom	$21.7M	-$19.9M	5	0.7%	Reduced
437	NM Nokota Management New York	$21.4M	+$21.9M	1	0.76%	New
438	ALPS Advisors Denver, Colorado	$21.3M	+$1.72M	4	0.18%	Increased
439	VCM Vision Capital Management Portland, Oregon	$21.1M	-$127K	1	2.53%	Reduced
440	HighTower Advisors Chicago, Illinois	$21M	+$3.68M	9	0.36%	Increased
441	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$21M	+$16.8K	1	3.93%	Increased
442	BRIM Broad Run Investment Management Arlington, Virginia	$20.9M	+$19M	1	1.5%	Increased
443	Whittier Trust South Pasadena, California	$20.8M	+$234K	10	1.03%	Increased
444	Virginia Retirement Systems Richmond, Virginia	$20.8M	+$12.8M	9	0.36%	Increased
445	RCMC RK Capital Management (Colorado) Denver, Colorado	$20.8M	+$3.14M	2	4.14%	Increased
446	TI Turner Investments Berwyn, Pennsylvania	$20.6M	-$10M	4	0.91%	Reduced
447	SAM Shell Asset Management The Hague, Netherlands	$20.6M	+$1.46M	7	0.32%	Increased
448	KAM Keeley Asset Management Chicago, Illinois	$20.5M	-$245K	3	0.37%	Reduced
449	CIM Corbyn Investment Management Lutherville, Maryland	$20.5M	-$20.4K	1	3.28%	Reduced
450	PFM Parsec Financial Management Asheville, North Carolina	$20.4M	-$48K	1	2.23%	Reduced