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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	CCP Clough Capital Partners Boston, Massachusetts	$18.8M	+$9.3M	2	1.8%	Increased
527	Ancora Advisors Cleveland, Ohio	$18.8M	+$1.08M	5	0.85%	Increased
528	SFG Sather Financial Group Victoria, Texas	$18.7M	+$8.08M	1	4.38%	Increased
529	Artisan Partners Milwaukee, Wisconsin	$18.7M	+$19.1M	1	0.04%	New
530	Johnson Investment Counsel Cincinnati, Ohio	$18.7M	-$304K	5	0.48%	Reduced
531	RIM Ranger Investment Management Dallas, Texas	$18.6M	-$255K	1	1.37%	Reduced
532	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$18.6M	+$428K	1	2.61%	Increased
533	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$18.5M	+$5.04K	1	1.83%	Increased
534	Segall Bryant & Hamill Chicago, Illinois	$18.4M	-$1.19M	5	0.43%	Reduced
535	SM Selkirk Management Chatham, New Jersey	$18.4M	$0	1	9.42%	Maintained
536	LCM LVM Capital Management Portage, Michigan	$18.3M	-$355K	1	4.21%	Reduced
537	RG Renaissance Group Covington, Kentucky	$18.2M	+$1.44M	2	0.62%	Increased
538	RI Redwood Investments Boston, Massachusetts	$18.1M	+$18.5M	1	1.29%	New
539	Stephens Inc Little Rock, Arkansas	$18M	-$1.23M	8	0.67%	Reduced
540	BIM Barton Investment Management West Conshohocken, Pennsylvania	$18M	-$1.13M	1	3.31%	Reduced
541	LBIM Land & Buildings Investment Management Stamford, Connecticut	$17.9M	+$17.7M	1	3.49%	New
542	New Mexico Educational Retirement Board Santa Fe, New Mexico	$17.8M	+$292K	9	0.68%	Increased
543	Aristotle Capital Management Los Angeles, California	$17.7M	+$3.63M	2	0.12%	Increased
544	ARTA A.R.T. Advisors New York	$17.6M	-$4.16M	11	0.71%	Reduced
545	FIM Frontier Investment Management Dallas, Texas	$17.6M	+$1.57M	4	1.47%	Increased
546	Huntington National Bank Columbus, Ohio	$17.6M	+$252K	12	0.29%	Increased
547	PP Paloma Partners Greenwich, Connecticut	$17.4M	+$10.2M	13	0.27%	Increased
548	Churchill Management Los Angeles, California	$17.3M	-$483K	1	0.5%	Reduced
549	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$17.3M	-$15.3M	4	0.41%	Reduced
550	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$17.2M	+$2.11M	10	0.24%	Increased