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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	CCI Columbus Circle Investors	$14.2M	+$11.9M	1	0.13%	New
527	Natixis Paris, France	$14.1M	+$12.8M	1	0.24%	New
528	PFM Parsec Financial Management Asheville, North Carolina	$14.1M	-$568K	1	1.4%	Reduced
529	MTC McDaniel Terry & Co Austin, Texas	$14.1M	+$642K	1	3.31%	Increased
530	SC Skylands Capital Milwaukee, Wisconsin	$14M	-$2.8M	2	2.24%	Reduced
531	MSA Mason Street Advisors Milwaukee, Wisconsin	$14M	+$833K	11	0.43%	Increased
532	BOK Financial Tulsa, Oklahoma	$14M	+$181K	6	0.51%	Increased
533	Westwood Holdings Group Dallas, Texas	$14M	+$17.7K	2	0.12%	Increased
534	Kayne Anderson Rudnick Investment Management Los Angeles, California	$13.9M	+$1.86M	4	0.23%	Increased
535	IRF IBM Retirement Fund Armonk, New York	$13.8M	-$11.1M	7	0.52%	Reduced
536	GAI General American Investors New York	$13.7M	$0	1	1.42%	Maintained
537	Anchor Capital Advisors Boston, Massachusetts	$13.6M	-$2.76M	2	0.33%	Reduced
538	GLI Guardian Life Insurance New York	$13.6M	-$76.1K	5	1.2%	Reduced
539	NCGI Next Century Growth Investors Plymouth, Minnesota	$13.5M	+$1.35M	1	0.64%	Increased
540	B BP London, United Kingdom	$13.4M	-$1.16M	3	0.54%	Reduced
541	KLC Knowledge Leaders Capital Denver, Colorado	$13.2M	+$12.3M	1	3.61%	New
542	SCP Sandhill Capital Partners Buffalo, New York	$13.2M	+$11.7M	1	4.34%	New
543	ZWJ Investment Counsel Atlanta, Georgia	$13.2M	+$53.2K	1	1.4%	Increased
544	DILH Dai-ichi Life Holdings Tokyo, Japan	$13.1M	+$1.1M	7	0.39%	Increased
545	ESBC E.S. Barr & Co Lexington, Kentucky	$13.1M	+$909K	1	1.58%	Increased
546	Oppenheimer & Co New York	$13.1M	-$606K	8	0.4%	Reduced
547	Mutual of America Capital Management New York	$13.1M	+$68.6K	7	0.29%	Increased
548	AIP ARS Investment Partners New York	$13M	-$14.6M	1	3.06%	Reduced
549	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$13M	-$576K	2	1.52%	Reduced
550	MMEA MEAG MUNICH ERGO AssetManagement Munich, Germany	$13M	+$1.22M	1	7.58%	Increased