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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	Country Trust Bank Bloomington, Illinois	$36.8M	-$83.1K	5	1.09%	Reduced
527	HCM Hahn Capital Management Walnut Creek, California	$36.8M	+$1.88M	2	6.98%	Increased
528	Adams Diversified Equity Fund Baltimore, Maryland	$36.6M	+$9.31M	2	1.44%	Increased
529	Advisors Capital Management Ridgewood, New Jersey	$36.5M	+$15.3M	4	1.16%	Increased
530	BIM Barton Investment Management West Conshohocken, Pennsylvania	$36.3M	-$155K	1	2.98%	Reduced
531	SW SVB Wealth Boston, Massachusetts	$36.3M	+$283K	9	0.46%	Increased
532	Steward Partners Investment Advisory New York	$35.9M	-$4.55M	24	0.61%	Reduced
533	Xponance Philadelphia, Pennsylvania	$35.8M	-$6.68M	15	0.66%	Reduced
534	Vident Investment Advisory Alpharetta, Georgia	$35.6M	+$4.22M	18	1.08%	Increased
535	Clal Insurance Tel-Aviv, Israel	$35.6M	-$7.96M	4	0.41%	Reduced
536	MIM Manitou Investment Management Toronto, Ontario, Canada	$35.3M	-$2.22M	1	6.18%	Reduced
537	RG Renaissance Group Covington, Kentucky	$35.3M	+$25.8M	7	1.48%	Increased
538	AC Avenir Corporation Alexandria, Virginia	$35.2M	+$1.83M	4	2.79%	Increased
539	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$35M	-$540K	7	0.87%	Reduced
540	Dana Investment Advisors Waukesha, Wisconsin	$35M	-$309K	4	1.55%	Reduced
541	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$34.5M	-$10.1M	4	0.17%	Reduced
542	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$34.3M	+$1.26M	6	1.39%	Increased
543	PWA Pinnacle Wealth Advisors Nashville, Tennessee	$34.3M	+$33.6M	6	1.39%	New
544	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$34.2M	-$23M	3	1.67%	Reduced
545	Ancora Advisors Cleveland, Ohio	$34.2M	+$8.97K	11	0.89%	Increased
546	William Blair Investment Management Chicago, Illinois	$34.1M	-$339K	1	0.11%	Reduced
547	Nicholas Company Milwaukee, Wisconsin	$33.9M	+$13.8K	4	0.6%	Increased
548	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$33.9M	-$10.5M	1	1.09%	Reduced
549	NCA Newbrook Capital Advisors New York	$33.8M	+$12.5M	1	2.28%	Increased
550	UBV United Bank (Virginia) Vienna, Virginia	$33.7M	-$751K	3	4.53%	Reduced