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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	HCM Hodges Capital Management Dallas, Texas	$23.4M	-$5.36M	2	1.85%	Reduced
477	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$23.4M	-$3.8M	8	0.39%	Reduced
478	PJC Pelorus Jack Capital San Francisco, California	$23.4M	+$6.31M	1	1.62%	Increased
479	Commonwealth Equity Services Waltham, Massachusetts	$23.3M	+$1.11M	14	0.13%	Increased
480	CEP Chicago Equity Partners Chicago, Illinois	$23.2M	+$757K	5	0.74%	Increased
481	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$22.9M	-$282K	1	2.68%	Reduced
482	Laurion Capital Management New York	$22.8M	-$511K	7	0.18%	Reduced
483	Artemis Investment Management Edinburgh, United Kingdom	$22.7M	+$1.59M	2	0.35%	Increased
484	ExxonMobil Investment Management Irving, Texas	$22.6M	-$835K	6	0.65%	Reduced
485	MMEA MEAG MUNICH ERGO AssetManagement Munich, Germany	$22.6M	$0	1	10.64%	Maintained
486	FM Forward Management San Francisco, California	$22.5M	+$2.08M	6	3.28%	Increased
487	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$22.4M	-$84.5K	1	0.52%	Reduced
488	PIA Piedmont Investment Advisors Durham, North Carolina	$22.1M	-$3.19M	7	0.59%	Reduced
489	Envestnet Asset Management Chicago, Illinois	$22M	-$29.8M	18	0.06%	Reduced
490	DCCA D.C. Capital Advisors New York	$22M	+$470K	2	10.73%	Increased
491	CM CS McKee Pittsburgh, Pennsylvania	$21.9M	-$702K	1	1.71%	Reduced
492	Bahl & Gaynor Cincinnati, Ohio	$21.6M	+$1.25M	4	0.24%	Increased
493	Cullen/Frost Bankers San Antonio, Texas	$21.4M	+$1.48M	3	0.63%	Increased
494	STB S&T Bank Indiana, Pennsylvania	$21.4M	-$5.68M	2	3.81%	Reduced
495	MTC McDaniel Terry & Co Austin, Texas	$21.4M	-$99.7K	1	3.91%	Reduced
496	FCI Financial Counselors Inc Overland Park, Kansas	$21.3M	+$2.25M	2	1.01%	Increased
497	Nissay Asset Management Tokyo, Japan	$21.1M	-$577K	9	0.66%	Reduced
498	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$21M	-$17.9M	5	0.13%	Reduced
499	AFG American Financial Group Cincinnati, Ohio	$21M	+$8.79M	1	1.99%	Increased
500	Great Lakes Advisors Chicago, Illinois	$20.7M	-$70.8M	5	0.49%	Reduced