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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
526	SM Stratton Management King Of Prussia, Pennsylvania	$13.5M	-$3.79M	2	1.64%	Reduced
527	Walleye Trading New York	$13.5M	+$9.84M	7	0.13%	Increased
528	Zevenbergen Capital Investments Edmonds, Washington	$13.5M	+$12.5M	2	0.55%	Increased
529	AssetMark Inc Concord, California	$13.4M	+$3.05M	12	0.25%	Increased
530	BIM Barton Investment Management West Conshohocken, Pennsylvania	$13.3M	+$590K	2	4.38%	Increased
531	BSPF British Steel Pension Fund London, United Kingdom	$13.3M	+$12.3M	1	1.34%	New
532	CA CapWealth Advisors Franklin, Tennessee	$13.2M	+$292K	1	3.21%	Increased
533	Hermes Investment Management London Uk, United Kingdom	$13.2M	+$3.78M	1	0.3%	Increased
534	Robeco Schweiz Zurich, Switzerland	$13.2M	-$4.75M	1	1.13%	Reduced
535	MC Martin Currie Edinburgh, United Kingdom	$13.1M	-$70.4K	1	1.33%	Reduced
536	Hancock Whitney Gulfport, Mississippi	$13.1M	+$2.59M	2	0.55%	Increased
537	Suntrust Banks Atlanta, Georgia	$13M	+$269K	8	0.08%	Increased
538	RCM Rutabaga Capital Management Boston, Massachusetts	$13M	-$138K	1	1.63%	Reduced
539	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$13M	+$3.2M	3	1.46%	Increased
540	IAM Impax Asset Management Portsmouth, New Hampshire	$12.8M	+$5.41M	2	0.71%	Increased
541	MTC McDaniel Terry & Co Austin, Texas	$12.7M	+$389K	1	3.32%	Increased
542	PR Payden & Rygel Los Angeles, California	$12.7M	-$2.21M	3	1.68%	Reduced
543	JAM JCIC Asset Management Toronto, Ontario, Canada	$12.7M	-$3.14M	2	3.5%	Reduced
544	WIC Willis Investment Counsel Gainesville, Georgia	$12.7M	+$3.7M	2	1.16%	Increased
545	ORIO Old Republic International (ORI) Chicago, Illinois	$12.5M	+$1.46M	1	0.67%	Increased
546	GLI Guardian Life Insurance New York	$12.5M	+$226K	5	1.27%	Increased
547	GA Gagnon Advisors New York	$12.5M	+$320K	1	9.27%	Increased
548	KMC Kirr Marbach & Co Columbus, Indiana	$12.5M	-$306K	1	2.49%	Reduced
549	Oppenheimer & Co New York	$12.5M	-$2M	6	0.37%	Reduced
550	Mutual of America Capital Management New York	$12.5M	-$834K	7	0.28%	Reduced