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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	Partners Capital Investment Group Boston, Massachusetts	$19.5M	+$250K	1	5.67%	Increased
452	Hermes Investment Management London Uk, United Kingdom	$19.5M	+$2.87M	1	0.41%	Increased
453	Whittier Trust South Pasadena, California	$19.3M	-$80.7K	10	0.85%	Reduced
454	Glenmede Trust Philadelphia, Pennsylvania	$19.2M	+$9.65M	17	0.12%	Increased
455	SAM Steinberg Asset Management New York	$19.2M	-$933K	1	3.74%	Reduced
456	DnB Asset Management Oslo, Norway	$19.1M	-$3.01M	6	0.4%	Reduced
457	SM SLS Management New York	$19.1M	+$16M	1	31.82%	Increased
458	SM Selkirk Management Chatham, New Jersey	$19M	-$3.38M	1	11.88%	Reduced
459	SCM SkyTop Capital Management Rutherford, New Jersey	$18.8M	-$64.3K	2	16.24%	Reduced
460	GH GAM Holding Zurich, Switzerland	$18.8M	-$3.41M	8	0.31%	Reduced
461	Sterling Capital Management Charlotte, North Carolina	$18.7M	+$9.68M	7	0.17%	Increased
462	OMC Overbrook Management Corp New York	$18.7M	-$182K	1	4.03%	Reduced
463	IAM Impax Asset Management Portsmouth, New Hampshire	$18.6M	+$4.89M	3	1%	Increased
464	CAM Capstone Asset Management Houston, Texas	$18.6M	-$1.59M	14	0.54%	Reduced
465	BIM Barton Investment Management West Conshohocken, Pennsylvania	$18.5M	+$3.63M	1	5.08%	Increased
466	VanEck Associates New York	$18.5M	-$515K	3	0.12%	Reduced
467	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$18.5M	+$16.3M	1	2.57%	New
468	South Texas Money Management San Antonio, Texas	$18.5M	+$16.3M	1	1.05%	New
469	Avalon Investment & Advisory Houston, Texas	$18.4M	+$282K	1	0.8%	Increased
470	Cullen/Frost Bankers San Antonio, Texas	$17.9M	-$1.88M	2	0.67%	Reduced
471	W.H. Reaves & Co Jersey City, New Jersey	$17.9M	-$2.72M	1	0.64%	Reduced
472	HCM Hahn Capital Management Walnut Creek, California	$17.8M	+$16.7M	1	1.69%	New
473	DIA Denver Investment Advisors Denver, Colorado	$17.5M	+$240K	3	0.78%	Increased
474	LT LJ Trust Reno, Nevada	$17.5M	$0	1	2.87%	Maintained
475	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$17.4M	+$660K	2	1.07%	Increased