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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	First National Trust Hermitage, Pennsylvania	$32.9M	-$1.88M	5	1.7%	Reduced
552	Oppenheimer & Co New York	$32.7M	+$269K	14	0.59%	Increased
553	Maryland State Retirement & Pension System Baltimore, Maryland	$32.3M	-$642K	14	0.87%	Reduced
554	Private Advisor Group Morristown, New Jersey	$32.1M	-$4.29M	13	0.25%	Reduced
555	Carson Wealth (CWM LLC) Omaha, Nebraska	$32.1M	+$29.3M	25	0.23%	Increased
556	CCM Cinctive Capital Management New York	$32M	+$3.38M	3	1.19%	Increased
557	Cannell & Spears New York	$31.9M	-$6.25M	6	2.37%	Reduced
558	SIG Senator Investment Group New York	$31.9M	-$49.4M	2	0.99%	Reduced
559	PFC Phocas Financial Corp Alameda, California	$31.7M	+$4.45M	7	3.95%	Increased
560	SCA Snowden Capital Advisors New York	$31.6M	+$6.39M	12	1.27%	Increased
561	Verition Fund Management Greenwich, Connecticut	$31.5M	-$35.3M	8	0.38%	Reduced
562	Meag Munich Ergo Munich, Germany	$31.5M	+$1.16M	4	2.28%	Increased
563	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$31.3M	-$2.63M	13	0.74%	Reduced
564	Kornitzer Capital Management Shawnee Mission, Kansas	$31.2M	+$10.6M	4	0.51%	Increased
565	BIM Barton Investment Management West Conshohocken, Pennsylvania	$31.1M	-$928K	1	3.94%	Reduced
566	WCM Investment Management Laguna Beach, California	$31M	+$2.1M	2	0.09%	Increased
567	Colony Group Boston, Massachusetts	$30.8M	+$4.64M	9	0.46%	Increased
568	PHAM Pacific Heights Asset Management San Francisco, California	$30.8M	$0	2	2.63%	Maintained
569	WesBanco Bank Wheeling, West Virginia	$30.7M	+$1.05M	8	1.16%	Increased
570	HCM Hahn Capital Management Walnut Creek, California	$30.4M	-$1.1M	2	6.55%	Reduced
571	OP Oslo Pensjonsforsikring Oslo,	$30.3M	-$15M	1	5.78%	Reduced
572	Fisher Asset Management Camas, Washington	$30.3M	+$657K	5	0.02%	Increased
573	Becker Capital Management Portland, Oregon	$30M	+$118K	4	1.21%	Increased
574	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$30M	+$1.67M	1	2.92%	Increased
575	MAP Moody Aldrich Partners Marblehead, Massachusetts	$29.9M	-$1.5M	4	4.21%	Reduced