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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
476	Welch & Forbes Boston, Massachusetts	$144M	-$901K	7	1.74%	Reduced
477	KC Kryger Capital London, United Kingdom	$143M	+$34.6M	2	8.18%	Increased
478	Calamos Advisors Naperville, Illinois	$143M	-$29.5M	10	0.48%	Reduced
479	MAI Capital Management Independence, Ohio	$143M	+$19.7M	19	0.54%	Increased
480	Cantor Fitzgerald New York	$142M	-$23.5M	10	1.53%	Reduced
481	Harding Loevner Bridgewater, New Jersey	$141M	-$22.4M	2	1.33%	Reduced
482	Great Lakes Advisors Chicago, Illinois	$141M	-$4.25M	15	1.07%	Reduced
483	Hancock Whitney Gulfport, Mississippi	$141M	-$5.54M	12	2.34%	Reduced
484	Mondrian Investment Partners London, United Kingdom	$140M	+$12.8M	2	2.16%	Increased
485	Lido Advisors Los Angeles, California	$140M	+$6.17M	19	0.38%	Increased
486	Erste Asset Management Vienna, Austria	$140M	+$30.1M	11	1.09%	Increased
487	Two Seas Capital Rye, New York	$139M	-$35M	5	2.76%	Reduced
488	Huntington National Bank Columbus, Ohio	$139M	+$5.95M	34	0.68%	Increased
489	Midwest Trust Overland Park, Kansas	$139M	-$4.9M	8	1.57%	Reduced
490	M Mirova Paris, France	$139M	-$53M	8	5.13%	Reduced
491	SCM Spyglass Capital Management San Francisco, California	$138M	+$22.6M	2	7.47%	Increased
492	ABN AMRO Bank Amsterdam, Netherlands	$138M	-$93.4M	6	1.78%	Reduced
493	AEGON Asset Management (UK) Edinburgh, United Kingdom	$138M	+$106M	4	1.47%	Increased
494	YCM Yaupon Capital Management New York	$137M	+$9.71M	5	2.71%	Increased
495	Conestoga Capital Advisors Wayne, Pennsylvania	$137M	-$23M	2	2.98%	Reduced
496	Locust Wood Capital Advisers New York	$137M	-$42M	1	3.29%	Reduced
497	DC Dendur Capital New York	$136M	+$7.66M	3	7.17%	Increased
498	PCM Portolan Capital Management Boston, Massachusetts	$136M	-$66M	7	5.09%	Reduced
499	Oppenheimer Asset Management New York	$136M	-$3.38M	23	1.41%	Reduced
500	Metis Global Partners San Diego, California	$135M	-$4.43M	12	3.06%	Reduced