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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
451	Baird Milwaukee, Wisconsin	$17.9M	-$9.79M	4	0.31%	Reduced
452	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$17.8M	-$3.24M	3	0.08%	Reduced
453	WAM World Asset Management Detroit, Michigan	$17.8M	-$3.41M	11	0.49%	Reduced
454	SCM Stevens Capital Management Radnor, Pennsylvania	$17.7M	-$2.5M	8	0.52%	Reduced
455	RCM Riverhead Capital Management Wilmington, Delaware	$17.5M	+$10.9M	4	0.46%	Increased
456	BCM Boltwood Capital Management Walnut Creek, California	$17.4M	$0	1	5.71%	Maintained
457	Janney Montgomery Scott Philadelphia, Pennsylvania	$17.4M	+$77.9K	6	0.46%	Increased
458	MTC McDaniel Terry & Co Austin, Texas	$17.1M	+$144K	1	4.33%	Increased
459	LI LMCG Investments Boston, Massachusetts	$17.1M	+$1.93M	2	0.36%	Increased
460	MP Mangrove Partners Greenwich, Connecticut	$17M	+$15.7M	2	7.13%	New
461	Whittier Trust South Pasadena, California	$17M	-$1.78M	9	0.87%	Reduced
462	IIA IPG Investment Advisors San Diego, California	$16.8M	+$17.4M	1	8.97%	New
463	Andra AP-fonden Goteborg, Sweden	$16.8M	+$3.85M	4	0.4%	Increased
464	AIP ARS Investment Partners New York	$16.7M	-$1.38M	1	2.81%	Reduced
465	LCP Lombardia Capital Partners Pasadena, California	$16.6M	+$779K	1	0.47%	Increased
466	CF Cypress Funds Los Angeles, California	$16.6M	$0	1	4.67%	Maintained
467	DSI Daiwa SB Investments Tokyo, Japan	$16.4M	-$215K	1	1.84%	Reduced
468	Advisors Asset Management Monument, Colorado	$16.4M	+$486K	9	0.26%	Increased
469	Virginia Retirement Systems Richmond, Virginia	$16.4M	-$78.5K	6	0.33%	Reduced
470	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$16.4M	+$10.5M	4	1.05%	Increased
471	SPC Standard Pacific Capital San Francisco, California	$16.4M	-$12.7M	1	2.85%	Reduced
472	LBC Lowe Brockenbrough & Co Richmond, Virginia	$16.3M	-$714K	3	2.69%	Reduced
473	Utah Retirement Systems Salt Lake City, Utah	$16.3M	$0	6	0.48%	Maintained
474	AIM Avity Investment Management Greenwich, Connecticut	$16.2M	+$16.7K	1	3.1%	Increased
475	Palisade Capital Management Fort Lee, New Jersey	$16.2M	-$354K	1	0.42%	Reduced