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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	Curi RMB Capital Chicago, Illinois	$70.3M	-$1.27M	7	1.61%	Reduced
452	Cookson Peirce & Co Pittsburgh, Pennsylvania	$69.9M	-$9.37M	6	3.73%	Reduced
453	AHC Adell Harriman & Carpenter Houston, Texas	$69.7M	+$1.63M	5	5.74%	Increased
454	Envestnet Portfolio Solutions Chicago, Illinois	$68.9M	+$3.59M	15	0.26%	Increased
455	Steward Partners Investment Advisory New York	$68M	+$13.2M	25	0.75%	Increased
456	PWAM Park West Asset Management San Francisco, California	$67.9M	-$13.9M	1	4.83%	Reduced
457	Carnegie Investment Counsel Pepper Pike, Ohio	$67.9M	+$2.76M	6	2.11%	Increased
458	ORIO Old Republic International (ORI) Chicago, Illinois	$67.9M	-$19M	1	2.67%	Reduced
459	Ancora Advisors Cleveland, Ohio	$67.8M	+$633K	13	1.54%	Increased
460	Perpetual Ltd Sydney, New South Wales, Australia	$67.3M	-$25.4M	8	0.66%	Reduced
461	PS Presima Securities Montreal, Quebec, Canada	$66.4M	-$25.6M	3	15.44%	Reduced
462	AC Avenir Corporation Alexandria, Virginia	$65.9M	-$697K	3	5.64%	Reduced
463	Capital Advisors Inc Tulsa, Oklahoma	$65.4M	+$1.26M	3	1.4%	Increased
464	Cullen/Frost Bankers San Antonio, Texas	$65.1M	-$7.99M	10	0.96%	Reduced
465	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$65M	-$10.8M	2	5.16%	Reduced
466	Eastern Bank Boston, Massachusetts	$64.8M	+$770K	3	2.7%	Increased
467	GLCM Greenlea Lane Capital Management Weston, Connecticut	$64.8M	-$2.75M	1	18.35%	Reduced
468	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$64.7M	+$25.5K	2	3.56%	Increased
469	Cubist Systematic Strategies Stamford, Connecticut	$64.5M	-$34.6M	16	0.37%	Reduced
470	LPAM Legion Partners Asset Management Los Angeles, California	$64.4M	$0	1	14.91%	Maintained
471	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$64.3M	-$226K	1	4.75%	Reduced
472	Vaughan David Investments Peoria, Illinois	$64.2M	-$1.38M	1	1.6%	Reduced
473	PR Payden & Rygel Los Angeles, California	$63.6M	-$15.4M	5	3%	Reduced
474	PRIG Payden & Rygel Investment Group Los Angeles, California	$63.6M	+$61.1M	5	3%	New
475	Erste Asset Management Vienna, Austria	$63.3M	-$9.85M	4	0.86%	Reduced