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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
501	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$14.6M	+$11.3K	2	0.82%	Increased
502	IIA IPG Investment Advisors San Diego, California	$14.5M	-$2.34M	1	6.74%	Reduced
503	VanEck Associates New York	$14.4M	-$1.57M	5	0.11%	Reduced
504	Manning & Napier Advisors Fairport, New York	$14.2M	+$4.01M	3	0.08%	Increased
505	TAAM Top Ace Asset Management Hong Kong	$14.2M	-$4.27M	1	18.14%	Reduced
506	Anchor Capital Advisors Boston, Massachusetts	$14.2M	+$498K	2	0.36%	Increased
507	Fifth Third Bancorp Cincinnati, Ohio	$14.2M	-$4.81M	18	0.13%	Reduced
508	Robeco Schweiz Zurich, Switzerland	$14.1M	+$3.86M	2	1.31%	Increased
509	Cambiar Investors Denver, Colorado	$14.1M	+$15.3M	1	0.21%	New
510	WesBanco Bank Wheeling, West Virginia	$13.9M	+$224K	5	0.84%	Increased
511	Group One Trading Chicago, Illinois	$13.8M	+$5.9M	10	0.19%	Increased
512	PFM Parsec Financial Management Asheville, North Carolina	$13.8M	+$209K	1	1.5%	Increased
513	NLCM Neon Liberty Capital Management New York	$13.8M	$0	1	23.16%	Maintained
514	AP Archon Partners Princeton Junction, New Jersey	$13.7M	$0	1	4.06%	Maintained
515	Oppenheimer & Co New York	$13.7M	-$3.01M	7	0.42%	Reduced
516	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$13.6M	-$3.82M	1	1.05%	Reduced
517	Avalon Investment & Advisory Houston, Texas	$13.6M	+$32.3K	1	0.6%	Increased
518	GS Gagnon Securities New York	$13.5M	-$839K	1	6.63%	Reduced
519	CTI Community Trust & Investment Versailles, Kentucky	$13.4M	+$740K	2	1.82%	Increased
520	Greenleaf Trust Kalamazoo, Michigan	$13.4M	+$1.39M	1	0.4%	Increased
521	ARC Absolute Return Capital Boston, Massachusetts	$13.4M	-$4M	2	0.86%	Reduced
522	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$13.3M	+$38.6K	1	2.65%	Increased
523	CC Clearline Capital New York	$13.3M	+$8.18M	1	2.23%	Increased
524	PR Payden & Rygel Los Angeles, California	$13.2M	-$2.05M	2	1.9%	Reduced
525	PC Pier Capital Stamford, Connecticut	$13.1M	-$2.49M	2	2.14%	Reduced