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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	Meitav Investment House Bene-Beraq, Israel	$24.9M	+$12.9M	4	1.11%	Increased
477	Commonwealth Equity Services Waltham, Massachusetts	$24.9M	+$1.67M	16	0.13%	Increased
478	CRCP Copper Rock Capital Partners Boston, Massachusetts	$24.7M	-$1.88M	1	1.42%	Reduced
479	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$24.7M	+$475K	8	0.37%	Increased
480	AIM Avity Investment Management Greenwich, Connecticut	$24.7M	+$341K	1	3.14%	Increased
481	BWCA Brenner West Capital Advisors New York	$24.6M	-$7.12M	1	2.76%	Reduced
482	FCI Financial Counselors Inc Overland Park, Kansas	$24.6M	+$3.01M	3	1.14%	Increased
483	Personal Capital Advisors Redwood City, California	$24.4M	-$1.02M	2	0.34%	Reduced
484	BA Boston Advisors Boston, Massachusetts	$24.3M	-$4.69M	5	0.61%	Reduced
485	Nomura Holdings Tokyo, Japan	$24.2M	-$5.17M	5	0.08%	Reduced
486	FM Forward Management San Francisco, California	$23.9M	-$524K	6	3.94%	Reduced
487	ACM Atlanta Capital Management Atlanta, Georgia	$23.7M	+$997K	1	0.12%	Increased
488	MMEA MEAG MUNICH ERGO AssetManagement Munich, Germany	$23.5M	$0	1	10.56%	Maintained
489	AFG American Financial Group Cincinnati, Ohio	$23.3M	$0	1	2.23%	Maintained
490	MAA Matrix Asset Advisors White Plains, New York	$23.2M	-$191K	1	3.82%	Reduced
491	Fifth Third Bancorp Cincinnati, Ohio	$23.1M	-$1.42M	15	0.16%	Reduced
492	Jefferies Group New York	$22.9M	+$4.25M	12	0.13%	Increased
493	Freestone Capital Holdings Seattle, Washington	$22.4M	+$11.2M	3	0.14%	Increased
494	PFC Phocas Financial Corp Alameda, California	$22.2M	-$1.24M	4	1.86%	Reduced
495	Amalgamated Bank New York	$22M	+$1.27M	15	0.54%	Increased
496	EP Edgestream Partners Princeton, New Jersey	$21.8M	+$885K	5	4.44%	Increased
497	Meag Munich Ergo Munich, Germany	$21.8M	-$4.99M	3	1.35%	Reduced
498	Hudson Bay Capital Management Stamford, Connecticut	$21.7M	+$11.4M	4	0.31%	Increased
499	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$21.7M	+$278K	1	2.48%	Increased
500	Trillium Asset Management Boston, Massachusetts	$21.5M	-$1.65M	2	1.15%	Reduced