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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	Fort Washington Investment Advisors Cincinnati, Ohio	$18.6M	+$1.84M	6	0.29%	Increased
527	AHL Partners London, United Kingdom	$18.6M	-$8.66M	6	0.39%	Reduced
528	Curi RMB Capital Chicago, Illinois	$18.5M	+$14M	3	0.53%	Increased
529	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$18.3M	+$28.1K	1	2.64%	Increased
530	CHAM Clear Harbor Asset Management Stamford, Connecticut	$18.3M	-$82.5K	1	3.5%	Reduced
531	Stephens Inc Little Rock, Arkansas	$18M	-$283K	6	0.62%	Reduced
532	MTC McDaniel Terry & Co Austin, Texas	$17.9M	-$54.5K	1	3.47%	Reduced
533	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$17.7M	-$220K	1	3.69%	Reduced
534	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$17.7M	-$97K	2	1.66%	Reduced
535	Conning Inc Hartford, Connecticut	$17.5M	+$1.81M	7	0.64%	Increased
536	Oppenheimer & Co New York	$17.4M	+$3.2M	9	0.48%	Increased
537	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$17.3M	+$3.26M	11	0.7%	Increased
538	VIA Virtus Investment Advisers Hartford, Connecticut	$17.3M	-$1.49M	6	1.69%	Reduced
539	Rafferty Asset Management New York	$17.3M	-$7.01M	7	0.5%	Reduced
540	DAC Dividend Assets Capital Ridgeland, South Carolina	$17.1M	-$14.9K	1	0.68%	Reduced
541	Johnson Investment Counsel Cincinnati, Ohio	$17.1M	-$115K	5	0.48%	Reduced
542	FCI Financial Counselors Inc Overland Park, Kansas	$17M	+$411K	2	0.84%	Increased
543	Jefferies Group New York	$16.7M	+$11.2M	9	0.11%	Increased
544	TAM Tiverton Asset Management Wilimington, Delaware	$16.7M	+$95.4K	5	0.9%	Increased
545	SICM Sustainable Insight Capital Management New York	$16.7M	+$2.06M	1	7.82%	Increased
546	HL Financial Services Louisville, Kentucky	$16.4M	+$127K	3	0.33%	Increased
547	CRIM Castle Ridge Investment Management Greenwich, Connecticut	$16.4M	+$5.96M	3	5.98%	Increased
548	DF Donoghue Forlines Boston, Massachusetts	$16.3M	+$16M	1	1.85%	New
549	Laurion Capital Management New York	$16.1M	+$7.49M	9	0.09%	Increased
550	JIR James Investment Research Alpha, Ohio	$16.1M	+$348K	3	0.5%	Increased