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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	TCM Twin Capital Management Mcmurray, Pennsylvania	$27M	-$1.33M	3	1.52%	Reduced
427	Commonwealth Equity Services Waltham, Massachusetts	$26.9M	+$2.3M	15	0.14%	Increased
428	GW&K Investment Management Boston, Massachusetts	$26.8M	-$1.51M	1	0.53%	Reduced
429	Schonfeld Strategic Advisors New York	$26.6M	+$10.4M	9	1.02%	Increased
430	AIM Assured Investment Management New York	$26.6M	+$21.4M	5	0.75%	Increased
431	DCM Daruma Capital Management New York	$26.1M	-$7.89M	1	3.48%	Reduced
432	Ferguson Wellman Capital Management Portland, Oregon	$26M	-$4.25M	3	1%	Reduced
433	ORIO Old Republic International (ORI) Chicago, Illinois	$26M	$0	1	0.77%	Maintained
434	AssetMark Inc Concord, California	$25.7M	+$28.9M	12	0.25%	Increased
435	Norinchukin Bank Tokyo, Japan	$25.7M	+$8.19M	6	0.36%	Increased
436	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$25.6M	-$667K	2	3.12%	Reduced
437	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$25.6M	+$587K	2	0.74%	Increased
438	VanEck Associates New York	$25.6M	+$843K	6	0.13%	Increased
439	MIM Manitou Investment Management Toronto, Ontario, Canada	$25.5M	+$8.28M	1	5.53%	Increased
440	Mirae Asset Global Investments Seoul, South Korea	$25.2M	+$613K	12	0.23%	Increased
441	TC Towle & Co Denver, Colorado	$25M	+$11.1M	1	3.23%	Increased
442	Nicholas Company Milwaukee, Wisconsin	$24.9M	+$2.22M	3	0.65%	Increased
443	PHAM Pacific Heights Asset Management San Francisco, California	$24.8M	$0	2	3.38%	Maintained
444	Obermeyer Wealth Partners Aspen, Colorado	$24.6M	-$145K	2	2.49%	Reduced
445	Rafferty Asset Management New York	$24.5M	-$10.9M	8	0.53%	Reduced
446	Freestone Capital Holdings Seattle, Washington	$24.2M	+$6.17M	4	1.64%	Increased
447	KM Kylin Management New York	$24.2M	+$27.3M	1	7.74%	New
448	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$24.2M	-$5.43M	9	0.44%	Reduced
449	Dana Investment Advisors Waukesha, Wisconsin	$24.1M	-$988K	3	1.22%	Reduced
450	PIA Piedmont Investment Advisors Durham, North Carolina	$24M	+$3.34M	10	1.15%	Increased