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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	Welch & Forbes Boston, Massachusetts	$35.6M	-$3.13M	3	1%	Reduced
427	Calamos Advisors Naperville, Illinois	$35.1M	-$9.01M	7	0.28%	Reduced
428	Emerald Advisers Leola, Pennsylvania	$34.9M	+$4.63M	2	2.02%	Increased
429	Gateway Investment Advisers Cincinnati, Ohio	$34.9M	-$13.9M	5	0.43%	Reduced
430	PIA Piedmont Investment Advisors Durham, North Carolina	$34.7M	+$1.28M	9	1.37%	Increased
431	FCI Financial Counselors Inc Overland Park, Kansas	$34.7M	+$743K	2	1.54%	Increased
432	GIM Grassi Investment Management Santa Clara, California	$34.5M	-$382K	3	6.04%	Reduced
433	Azimuth Capital Management Bloomfield Hills, Michigan	$34.4M	+$7.03M	7	2.58%	Increased
434	Aristotle Capital Management Los Angeles, California	$33.9M	+$9.02M	2	0.14%	Increased
435	Advisors Asset Management Monument, Colorado	$33.6M	-$4.02M	14	0.78%	Reduced
436	Gotham Asset Management New York	$33.3M	-$23M	8	0.92%	Reduced
437	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$33.1M	-$1.63M	5	0.33%	Reduced
438	Amalgamated Bank New York	$33M	+$1.42M	15	0.81%	Increased
439	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$32.8M	-$1.51M	4	3.95%	Reduced
440	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$32.6M	+$20.9M	2	1.19%	Increased
441	Fifth Third Bancorp Cincinnati, Ohio	$32.4M	-$675K	20	0.23%	Reduced
442	ALPS Advisors Denver, Colorado	$32.1M	-$11.4M	10	0.5%	Reduced
443	Whittier Trust South Pasadena, California	$31.9M	+$701K	11	1.04%	Increased
444	Fort Washington Investment Advisors Cincinnati, Ohio	$31.9M	-$9.1M	8	0.43%	Reduced
445	Candriam SCA Strassen, Luxembourg, Luxembourg	$31.7M	+$4.5K	7	0.35%	Increased
446	SC Schooner Capital Vero Beach, Florida	$31.3M	-$30.9M	1	100%	Reduced
447	WCM Woodson Capital Management Greenwich, Connecticut	$31.2M	+$29.9M	1	4.44%	New
448	Voloridge Investment Management Jupiter, Florida	$31.1M	+$24.4M	8	0.89%	Increased
449	SJIC St. James Investment Company Southlake, Texas	$31M	-$20.2M	1	3.9%	Reduced
450	Perpetual Ltd Sydney, New South Wales, Australia	$31M	+$9.51M	4	4.38%	Increased