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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	Nippon Life Global Investors Americas New York	$21.7M	+$2.96M	3	1.73%	Increased
502	Tocqueville Asset Management New York	$21.5M	-$10.6M	3	0.24%	Reduced
503	Oppenheimer Asset Management New York	$21.4M	-$170K	13	0.57%	Reduced
504	WAM World Asset Management Detroit, Michigan	$21.4M	-$1.54M	14	0.72%	Reduced
505	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$21.3M	-$1.47M	3	1.68%	Reduced
506	Locust Wood Capital Advisers New York	$21.1M	+$5.65M	1	1.95%	Increased
507	CA CapWealth Advisors Franklin, Tennessee	$21M	-$1.06M	2	3.78%	Reduced
508	Conning Inc Hartford, Connecticut	$20.9M	+$2.54M	8	0.69%	Increased
509	Jane Street New York	$20.8M	-$4.61M	17	0.06%	Reduced
510	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$20.8M	+$19.8M	1	1.51%	New
511	Bahl & Gaynor Cincinnati, Ohio	$20.7M	+$1.11M	3	0.21%	Increased
512	DCCA D.C. Capital Advisors New York	$20.7M	+$17.1M	2	11.11%	Increased
513	Stephens Inc Little Rock, Arkansas	$20.7M	-$1.4M	6	0.78%	Reduced
514	BIM Barton Investment Management West Conshohocken, Pennsylvania	$20.7M	-$127K	1	4.54%	Reduced
515	Perpetual Ltd Sydney, New South Wales, Australia	$20.6M	-$1.47M	4	2.66%	Reduced
516	Anchor Capital Advisors Boston, Massachusetts	$20.6M	-$282K	2	0.73%	Reduced
517	Pendal Group Sydney, Australia	$20.5M	-$2.02M	7	0.27%	Reduced
518	FCM Flinton Capital Management Philadelphia, Pennsylvania	$20.4M	-$901K	9	0.69%	Reduced
519	Segall Bryant & Hamill Chicago, Illinois	$20.2M	+$2.42M	3	0.45%	Increased
520	LCM LVM Capital Management Portage, Michigan	$20.1M	-$975K	1	4.55%	Reduced
521	PFM Parsec Financial Management Asheville, North Carolina	$20M	+$105K	2	1.36%	Increased
522	FCI Financial Counselors Inc Overland Park, Kansas	$19.9M	+$4.25M	2	0.91%	Increased
523	SM Selkirk Management Chatham, New Jersey	$19.9M	$0	1	10.62%	Maintained
524	GIM Grassi Investment Management Santa Clara, California	$19.9M	+$151K	2	3.22%	Increased
525	Cullen/Frost Bankers San Antonio, Texas	$19.8M	+$487K	2	0.63%	Increased