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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	Trillium Asset Management Boston, Massachusetts	$25.1M	+$3.87M	2	1.17%	Increased
502	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$24.8M	+$3.76M	11	0.92%	Increased
503	HIM HughesLittle Investment Management Vancouver,	$24.7M	$0	1	9.17%	Maintained
504	Candriam SCA Strassen, Luxembourg, Luxembourg	$24.4M	+$720K	6	0.32%	Increased
505	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$24.2M	+$2.77M	5	1.01%	Increased
506	RA RMR Advisors Newton, Massachusetts	$24.2M	+$807K	6	8.3%	Increased
507	UBV United Bank (Virginia) Vienna, Virginia	$24.1M	+$519K	3	4.41%	Increased
508	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$23.8M	-$4.68M	6	0.67%	Reduced
509	PFM Parsec Financial Management Asheville, North Carolina	$23.6M	-$529K	2	1.48%	Reduced
510	Nippon Life Global Investors Americas New York	$23.5M	-$3.66M	2	1.73%	Reduced
511	Sterling Capital Management Charlotte, North Carolina	$23.5M	-$435K	7	0.22%	Reduced
512	Marshall Wace London, United Kingdom	$23.4M	+$13.5M	12	0.18%	Increased
513	ECAM East Coast Asset Management Essex, Massachusetts	$23.3M	-$107K	1	6.54%	Reduced
514	Alphinity Investment Management Sydney, Australia	$23.3M	-$10.5K	1	2.69%	Reduced
515	TCM Twin Capital Management Mcmurray, Pennsylvania	$23.2M	-$1.11M	3	1.68%	Reduced
516	GAMCO Investors Greenwich, Connecticut	$23.2M	+$276K	5	0.19%	Increased
517	ELI Empire Life Investments Toronto, Ontario, Canada	$23.2M	-$1.55M	1	1.94%	Reduced
518	ACM Argent Capital Management St Louis, Missouri	$23.2M	+$125K	2	0.86%	Increased
519	MIM Manitou Investment Management Toronto, Ontario, Canada	$23.1M	-$576K	1	5.59%	Reduced
520	CA CapWealth Advisors Franklin, Tennessee	$22.9M	+$138K	1	3.04%	Increased
521	Kovitz Investment Group Partners Chicago, Illinois	$22.7M	-$767K	3	0.72%	Reduced
522	Phoenix Financial Givatayim, Israel	$22.7M	+$22.4M	1	1.07%	New
523	TAL TIG Advisors LLC New York	$22.5M	+$19M	1	1.03%	New
524	Bridgewater Associates Westport, Connecticut	$22.5M	-$10.9M	6	0.2%	Reduced
525	AFG American Financial Group Cincinnati, Ohio	$22.5M	$0	1	1.84%	Maintained