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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	Chicago Capital Chicago, Illinois	$29.2M	+$451K	2	1.87%	Increased
452	PIA Piedmont Investment Advisors Durham, North Carolina	$29.1M	-$1.24M	10	1.17%	Reduced
453	Obermeyer Wealth Partners Aspen, Colorado	$29M	-$931K	2	2.61%	Reduced
454	SM Senvest Management New York	$28.8M	+$6.74M	1	2.53%	Increased
455	SC Sasco Capital Fairfield, Connecticut	$28.8M	+$29.3M	1	2.73%	Increased
456	MMEA MEAG MUNICH ERGO AssetManagement Munich, Germany	$28.7M	$0	1	12.34%	Maintained
457	Vaughan Nelson Investment Management Houston, Texas	$28.7M	+$1.68M	2	0.38%	Increased
458	First Eagle Investment Management New York	$28.5M	-$6.54M	1	0.08%	Reduced
459	Advisor Group Phoenix, Arizona	$28.4M	+$1.48M	29	0.22%	Increased
460	ICOM Investment Counselors of Maryland Baltimore, Maryland	$27.9M	+$290K	3	1.3%	Increased
461	SAM Shell Asset Management The Hague, Netherlands	$27.8M	-$1.84M	10	0.62%	Reduced
462	ESBC E.S. Barr & Co Lexington, Kentucky	$27.2M	-$545K	1	2.67%	Reduced
463	GAMCO Investors Greenwich, Connecticut	$27.1M	+$3.92M	5	0.21%	Increased
464	Amalgamated Bank New York	$26.9M	+$1.46M	15	0.63%	Increased
465	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$26.9M	+$133K	6	0.75%	Increased
466	Dai-ichi Life Insurance Company Tokyo, Japan	$26.9M	+$1.14M	9	0.65%	Increased
467	Signature Estate & Investment Advisors Los Angeles, California	$26.5M	-$611K	1	1.75%	Reduced
468	BlueCrest Capital Management St Helier, Jersey	$26.5M	+$23.1M	2	1.88%	Increased
469	FCM Flinton Capital Management Philadelphia, Pennsylvania	$26.3M	+$867K	10	0.83%	Increased
470	LCP LGT Capital Partners Pfaeffikon, Switzerland	$25.8M	-$224K	3	1.9%	Reduced
471	WIC Willis Investment Counsel Gainesville, Georgia	$25.7M	+$2.88M	2	1.74%	Increased
472	Norinchukin Bank Tokyo, Japan	$25.7M	-$8.19M	6	0.39%	Reduced
473	BFS Baskin Financial Services Toronto, Ontario, Canada	$25.7M	+$378K	1	4.37%	Increased
474	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$25.6M	-$5.13M	3	2.23%	Reduced
475	CRCP Copper Rock Capital Partners Boston, Massachusetts	$25.3M	+$1.04M	1	1.87%	Increased