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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	Nicholas Company Milwaukee, Wisconsin	$27.8M	+$1.48M	3	0.65%	Increased
452	TCM Twin Capital Management Mcmurray, Pennsylvania	$27.7M	-$2.14M	5	1.39%	Reduced
453	Ancora Advisors Cleveland, Ohio	$27.6M	+$8.85M	7	1.2%	Increased
454	Obermeyer Wealth Partners Aspen, Colorado	$27.3M	-$573K	2	2.43%	Reduced
455	BOK Financial Tulsa, Oklahoma	$27.2M	+$3.93M	12	0.73%	Increased
456	Envestnet Asset Management Chicago, Illinois	$27.2M	+$4.96M	19	0.06%	Increased
457	Achmea Investment Management Zeist, Netherlands	$27.2M	-$2.31M	5	0.95%	Reduced
458	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$26.9M	-$5.6M	2	3.01%	Reduced
459	LCP LGT Capital Partners Pfaeffikon, Switzerland	$26.8M	-$301K	2	2.09%	Reduced
460	Gotham Asset Management New York	$26.7M	-$37M	5	0.39%	Reduced
461	SAM Shell Asset Management The Hague, Netherlands	$26.7M	-$674K	9	0.55%	Reduced
462	GAMCO Investors Greenwich, Connecticut	$26.5M	-$536K	2	0.18%	Reduced
463	PIMC Praesidium Investment Management Company New York	$26.4M	+$210K	1	1.99%	Increased
464	PIA Piedmont Investment Advisors Durham, North Carolina	$26M	+$4.39M	19	1.25%	Increased
465	Artisan Partners Milwaukee, Wisconsin	$26M	+$4.18M	1	0.05%	Increased
466	LBIM Land & Buildings Investment Management Stamford, Connecticut	$25.9M	+$7.14M	1	5.19%	Increased
467	SGAM Smith Group Asset Management Dallas, Texas	$25.9M	+$1.52M	2	0.75%	Increased
468	Whittier Trust South Pasadena, California	$25.9M	+$234K	12	0.85%	Increased
469	HBK Investments Dallas, Texas	$25.8M	-$13M	7	0.17%	Reduced
470	Zurich Insurance Group Zurich, Switzerland	$25.8M	+$813K	4	0.58%	Increased
471	VanEck Associates New York	$25.5M	+$12.3M	7	0.12%	Increased
472	PM Pembroke Management Montreal, Quebec, Canada	$25.2M	+$3.16M	1	2.58%	Increased
473	CGI Calixto Global Investors Coral Gables, Florida	$25.2M	+$21.6M	1	6.42%	New
474	CC Crosslink Capital Menlo Park, California	$25M	-$9.68M	2	6.27%	Reduced
475	HCM Hahn Capital Management Walnut Creek, California	$25M	-$3.11M	1	2.9%	Reduced