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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
551	Donaldson Capital Management Evansville, Indiana	$13.9M	-$1.55M	1	2.07%	Reduced
552	WAM World Asset Management Detroit, Michigan	$13.8M	-$2.01M	11	0.47%	Reduced
553	TA Teton Advisors Rye, New York	$13.8M	+$298K	4	0.9%	Increased
554	Huntington National Bank Columbus, Ohio	$13.7M	-$897K	10	0.33%	Reduced
555	BS Bow Street New York	$13.6M	+$11.9M	1	4.81%	New
556	Avalon Investment & Advisory Houston, Texas	$13.6M	+$2.72M	1	0.62%	Increased
557	MC MIG Capital Newport Beach, California	$13.5M	+$3.6M	1	4.16%	Increased
558	BSPF British Steel Pension Fund London, United Kingdom	$13.5M	$0	1	1.3%	Maintained
559	Greenleaf Trust Kalamazoo, Michigan	$13.5M	+$2.52M	1	0.39%	Increased
560	EA Euclid Advisors Hartford, Connecticut	$13.4M	-$44.4M	2	0.12%	Reduced
561	IAM Integre Asset Management New York	$13.4M	-$146K	1	2.77%	Reduced
562	MTC McDaniel Terry & Co Austin, Texas	$13.4M	+$463K	1	3.16%	Increased
563	Glenmede Trust Philadelphia, Pennsylvania	$13.3M	-$2.81M	11	0.1%	Reduced
564	LBC Lowe Brockenbrough & Co Richmond, Virginia	$13.2M	-$46.4K	3	2.1%	Reduced
565	SOAMC Spirit of America Management Corp Syosset, New York	$13.1M	+$211K	5	3.34%	Increased
566	AL Airain Ltd St. Peter Port, Guernsey	$13M	-$314K	7	1.07%	Reduced
567	Nomura Holdings Tokyo, Japan	$13M	-$30M	6	0.03%	Reduced
568	Meyer Handelman Company Rye Brook, New York	$13M	-$65.4K	1	0.58%	Reduced
569	TCGI Three Corner Global Investors New York	$12.9M	+$2.69M	1	8.37%	Increased
570	CIM Calvert Investment Management Bethesda, Maryland	$12.9M	-$1.03M	3	0.88%	Reduced
571	Chilton Capital Management Houston, Texas	$12.8M	-$1.39M	2	1.3%	Reduced
572	RC Rivulet Capital Summit, New Jersey	$12.7M	+$2.35M	1	10.62%	Increased
573	Adams Diversified Equity Fund Baltimore, Maryland	$12.6M	-$13M	1	0.83%	Reduced
574	VDBMI Van Den Berg Management I Austin, Texas	$12.6M	-$475K	1	1.13%	Reduced
575	GAI General American Investors New York	$12.5M	$0	1	1%	Maintained