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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	Stephens Inc Little Rock, Arkansas	$18.9M	+$2.11M	7	0.45%	Increased
552	NIP Nicholas Investment Partners Rancho Santa Fe, California	$18.9M	+$4.51M	2	1.68%	Increased
553	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$18.9M	+$97K	5	0.78%	Increased
554	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$18.8M	+$1.69M	1	1.8%	Increased
555	Sterling Capital Management Charlotte, North Carolina	$18.6M	-$3.15M	6	0.18%	Reduced
556	SOAMC Spirit of America Management Corp Syosset, New York	$18.6M	-$268K	4	2.71%	Reduced
557	MNBTD Moody National Bank Trust Division Galveston, Texas	$18.6M	-$16.2K	10	0.51%	Reduced
558	IIA IPG Investment Advisors San Diego, California	$18.5M	+$17.5M	1	6.31%	New
559	DA Duality Advisers Miami, Florida	$18.4M	-$298K	3	1.09%	Reduced
560	Quantbot Technologies New York	$18.4M	+$316K	13	1.75%	Increased
561	CM CS McKee Pittsburgh, Pennsylvania	$18.4M	-$25.9K	1	1.61%	Reduced
562	CGI Calixto Global Investors Coral Gables, Florida	$18.3M	+$949K	1	7.73%	Increased
563	Hudson Bay Capital Management Stamford, Connecticut	$18.3M	+$5.94M	4	0.24%	Increased
564	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$18.3M	$0	5	3.36%	Maintained
565	CC Cipher Capital New York	$18.3M	+$6.3M	8	1.44%	Increased
566	HL Financial Services Louisville, Kentucky	$18M	+$3.35M	4	0.28%	Increased
567	CA CapWealth Advisors Franklin, Tennessee	$17.8M	+$44.4K	1	2.72%	Increased
568	Allstate Corporation Northbrook, Illinois	$17.7M	+$211K	6	0.48%	Increased
569	ANI American National Insurance Galveston, Texas	$17.7M	$0	3	0.93%	Maintained
570	New Mexico Educational Retirement Board Santa Fe, New Mexico	$17.7M	-$241K	10	0.76%	Reduced
571	Crossmark Global Holdings Houston, Texas	$17.7M	+$324K	13	0.5%	Increased
572	Brinker Capital Berwyn, Pennsylvania	$17.6M	+$1.29M	9	0.67%	Increased
573	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$17.5M	$0	1	0.7%	Maintained
574	Alpha Cubed Investments Irvine, California	$17.4M	+$706K	1	2.1%	Increased
575	Pendal Group Sydney, Australia	$17.3M	+$1.93M	6	0.24%	Increased