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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	Hantz Financial Services Southfield, Michigan	$67.1M	-$10.3M	10	1.29%	Reduced
452	ACM Analog Century Management New York	$66.6M	+$18.7M	1	6.59%	Increased
453	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$66.5M	+$722K	2	3.61%	Increased
454	Huntington National Bank Columbus, Ohio	$66.4M	-$469K	28	0.51%	Reduced
455	HCM Harspring Capital Management New York	$66.4M	+$3.97M	1	16.81%	Increased
456	Ancora Advisors Cleveland, Ohio	$66.3M	-$1.9M	13	1.64%	Reduced
457	Carnegie Investment Counsel Pepper Pike, Ohio	$66.2M	-$1.66M	8	2.06%	Reduced
458	SLF Sun Life Financial Toronto, Ontario, Canada	$65.7M	$0	2	3.93%	Maintained
459	Jacobs Levy Equity Management Florham Park, New Jersey	$65.4M	+$52.7M	6	0.27%	Increased
460	Holocene Advisors New York	$64.9M	-$102M	6	0.27%	Reduced
461	VAM Vert Asset Management Sausalito, California	$64.9M	+$5.37M	4	25.87%	Increased
462	Engineers Gate Manager New York	$64.7M	+$29.2M	14	1.46%	Increased
463	Liontrust Investment Partners London, United Kingdom	$64.5M	-$95.3M	5	0.92%	Reduced
464	Stonegate Investment Group Birmingham, Alabama	$64.4M	+$24.3M	3	1.86%	Increased
465	Swiss Life Asset Management Zurich,	$64.3M	+$16.9M	9	0.76%	Increased
466	GLCM Greenlea Lane Capital Management Weston, Connecticut	$64.3M	$0	1	17.54%	Maintained
467	SFG Sather Financial Group Victoria, Texas	$63.9M	+$5.74M	1	4.43%	Increased
468	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$63.6M	-$291K	1	4.87%	Reduced
469	Cullen/Frost Bankers San Antonio, Texas	$63.3M	-$1.57M	13	0.92%	Reduced
470	Vaughan David Investments Peoria, Illinois	$63.1M	-$1.29M	1	1.6%	Reduced
471	AACA American Assets Capital Advisers San Diego, California	$62.4M	-$10.2M	5	19.76%	Reduced
472	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$62.2M	-$224K	1	7.75%	Reduced
473	JSC J. Stern & Co London, United Kingdom	$62.2M	-$9.3M	1	7.41%	Reduced
474	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$62M	+$29.6M	2	1.47%	Increased
475	Ferguson Wellman Capital Management Portland, Oregon	$61.5M	+$4.95M	4	1.25%	Increased