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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	Whittier Trust South Pasadena, California	$17.3M	-$2.55M	10	0.78%	Reduced
477	SCM SkyTop Capital Management Rutherford, New Jersey	$17.1M	+$436K	1	16.03%	Increased
478	GAMCO Investors Greenwich, Connecticut	$17M	-$286K	3	0.11%	Reduced
479	Personal Capital Advisors Redwood City, California	$16.9M	+$1.91M	2	0.93%	Increased
480	PFC Phocas Financial Corp Alameda, California	$16.9M	+$4.58M	4	1.04%	Increased
481	Cullen/Frost Bankers San Antonio, Texas	$16.8M	-$2.08M	2	0.64%	Reduced
482	Raymond James Financial Services Advisors St. Petersburg, Florida	$16.7M	-$20.1K	9	0.2%	Reduced
483	NIP Nicholas Investment Partners Rancho Santa Fe, California	$16.6M	+$10.9M	3	1.15%	Increased
484	CIM Corbyn Investment Management Lutherville, Maryland	$16.6M	-$7.68M	2	4.91%	Reduced
485	New Mexico Educational Retirement Board Santa Fe, New Mexico	$16.5M	+$90.8K	7	0.79%	Increased
486	TAAM Top Ace Asset Management Hong Kong	$16.4M	$0	1	15.64%	Maintained
487	VanEck Associates New York	$16.3M	+$417K	4	0.13%	Increased
488	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$16.3M	+$527K	2	0.93%	Increased
489	Driehaus Capital Management Chicago, Illinois	$16.2M	+$2.58M	7	0.55%	Increased
490	PineBridge Investments New York	$16.1M	-$1.57M	7	0.69%	Reduced
491	AACA American Assets Capital Advisers San Diego, California	$15.9M	-$1.72M	2	11.05%	Reduced
492	OAM Oxford Asset Management Oxford, United Kingdom	$15.9M	-$2.09M	4	0.37%	Reduced
493	AP Archon Partners Princeton Junction, New Jersey	$15.7M	+$539K	1	4.25%	Increased
494	CG Cutler Group San Francisco, California	$15.7M	+$15M	14	0.88%	New
495	Avalon Investment & Advisory Houston, Texas	$15.5M	-$215K	1	0.67%	Reduced
496	LPL Financial San Diego, California	$15.4M	+$6.39M	10	0.04%	Increased
497	Bradley Foster & Sargent Hartford, Connecticut	$15.4M	+$14.6K	2	0.71%	Increased
498	SC Skylands Capital Milwaukee, Wisconsin	$15.4M	-$3.3M	2	2.2%	Reduced
499	IIA IPG Investment Advisors San Diego, California	$15.4M	$0	1	7.1%	Maintained
500	GIM Greystone Investment Management Cincinnati, Ohio	$15.3M	-$990K	1	6.46%	Reduced