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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	AFG American Financial Group Cincinnati, Ohio	$30.3M	$0	1	3.22%	Maintained
427	Obermeyer Wealth Partners Aspen, Colorado	$29.9M	+$268K	2	2.6%	Increased
428	ORIO Old Republic International (ORI) Chicago, Illinois	$29.9M	$0	1	0.95%	Maintained
429	Calamos Advisors Naperville, Illinois	$29.8M	-$17.2M	4	0.15%	Reduced
430	PIMC Praesidium Investment Management Company New York	$29.8M	-$364K	1	2.31%	Reduced
431	GW&K Investment Management Boston, Massachusetts	$29.5M	+$6.22M	1	0.5%	Increased
432	Achmea Investment Management Zeist, Netherlands	$29.5M	+$12.6M	7	0.99%	Increased
433	ANI American National Insurance Galveston, Texas	$29.3M	$0	4	1.48%	Maintained
434	MCM McKinley Capital Management Anchorage, Alaska	$29.2M	-$25.7M	6	1.47%	Reduced
435	REMS Real Estate Management Services	$29.1M	-$706K	1	6.75%	Reduced
436	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$28.9M	+$420K	8	0.48%	Increased
437	STB S&T Bank Indiana, Pennsylvania	$28.8M	-$189K	2	4.87%	Reduced
438	Emerald Advisers Leola, Pennsylvania	$28.8M	-$7.94M	3	1.11%	Reduced
439	BHG Blue Harbour Group Greenwich, Connecticut	$28.8M	-$59.1M	1	1.02%	Reduced
440	MUFG Securities EMEA London, United Kingdom	$28.7M	+$84.7K	1	0.67%	Increased
441	Jupiter Investment Management London, United Kingdom	$28.5M	+$9.34M	5	0.26%	Increased
442	VFA Virtus Fund Advisers Hartford, Connecticut	$28.4M	-$58.1M	7	0.28%	Reduced
443	Cerity Partners New York	$28.3M	+$853K	4	1.9%	Increased
444	Highbridge Capital Management New York	$28.2M	-$5.38M	5	0.5%	Reduced
445	Whale Rock Capital Management Boston, Massachusetts	$27.8M	-$37K	1	1.29%	Reduced
446	Personal Capital Advisors Redwood City, California	$27.7M	-$1.04M	2	0.47%	Reduced
447	ACM Argent Capital Management St Louis, Missouri	$27.3M	+$106K	3	0.94%	Increased
448	H Hexavest Montreal, Quebec, Canada	$27.2M	-$5.21M	2	0.31%	Reduced
449	SCM Simcoe Capital Management New York	$26.9M	$0	1	9.33%	Maintained
450	MN Services Vermogensbeheer The Hague, Netherlands	$26.8M	-$6.52M	9	0.84%	Reduced