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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
576	Mirae Asset Global Investments Seoul, South Korea	$15.8M	+$2.15M	8	0.21%	Increased
577	Alpha Cubed Investments Irvine, California	$15.8M	-$315K	1	2.07%	Reduced
578	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$15.8M	+$852	5	0.57%	Increased
579	PCM Penn Capital Management Philadelphia, Pennsylvania	$15.7M	+$8.07M	2	1.24%	Increased
580	KTA Keeley-Teton Advisors Chicago, Illinois	$15.7M	-$419K	3	1.02%	Reduced
581	BSPF British Steel Pension Fund London, United Kingdom	$15.6M	$0	2	1.82%	Maintained
582	Nippon Life Global Investors Americas New York	$15.6M	-$3.87M	2	1.28%	Reduced
583	Perpetual Ltd Sydney, New South Wales, Australia	$15.5M	-$4.69M	3	2.11%	Reduced
584	SC Skylands Capital Milwaukee, Wisconsin	$15.4M	+$1.44M	1	2.04%	Increased
585	VHMC Value Holdings Management Company Hampton Bays, New York	$15.4M	$0	1	5.13%	Maintained
586	ACM Archer Capital Management New York	$15.3M	+$15.4M	1	8.65%	New
587	CA CapWealth Advisors Franklin, Tennessee	$15.2M	-$3.55M	2	2.94%	Reduced
588	Global X Management Company New York	$15.1M	+$15M	12	0.3%	Increased
589	CAM Cortina Asset Management Milwaukee, Wisconsin	$15.1M	-$827K	2	0.74%	Reduced
590	WAM World Asset Management Detroit, Michigan	$15.1M	-$4.93M	14	0.71%	Reduced
591	Carillon Tower Advisers St. Petersburg, Florida	$15.1M	+$91.3K	2	0.12%	Increased
592	ESBC E.S. Barr & Co Lexington, Kentucky	$14.9M	+$1.34M	1	1.57%	Increased
593	QF QVT Financial New York	$14.9M	+$15.1M	1	1.57%	New
594	Associated Banc-Corp Green Bay, Wisconsin	$14.8M	-$57K	2	0.84%	Reduced
595	Eastern Bank Boston, Massachusetts	$14.7M	-$786K	1	1.03%	Reduced
596	Burney Company Reston, Virginia	$14.6M	-$1.59M	2	0.91%	Reduced
597	FFA First Foundation Advisors Irvine, California	$14.6M	+$14M	2	0.81%	Increased
598	Oppenheimer & Co New York	$14.5M	+$243K	10	0.37%	Increased
599	B BP London, United Kingdom	$14.4M	-$2.73M	5	0.52%	Reduced
600	Advisor Group Phoenix, Arizona	$14.3M	-$237K	27	0.2%	Reduced