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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	Alpha Cubed Investments Irvine, California	$14.2M	-$736K	1	2.12%	Reduced
577	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$14.1M	-$177K	1	1.81%	Reduced
578	Stephens Inc Little Rock, Arkansas	$14M	-$1.88M	7	0.4%	Reduced
579	CM CS McKee Pittsburgh, Pennsylvania	$13.9M	-$245K	1	1.38%	Reduced
580	FFA First Foundation Advisors Irvine, California	$13.9M	-$297K	1	0.88%	Reduced
581	SCCM Schafer Cullen Capital Management New York	$13.9M	-$4.97M	1	0.21%	Reduced
582	Bridges Investment Management Omaha, Nebraska	$13.8M	+$3.14M	2	0.65%	Increased
583	CA CapWealth Advisors Franklin, Tennessee	$13.8M	+$744K	1	2.42%	Increased
584	TU TDAM USA Toronto, Ontario, Canada	$13.8M	-$638K	2	1%	Reduced
585	ACB Aristotle Capital Boston Boston, Massachusetts	$13.6M	+$1.93M	2	1.11%	Increased
586	ECA Endeavour Capital Advisors Greenwich, Connecticut	$13.5M	+$6.07M	1	2.23%	Increased
587	Marshall Wace London, United Kingdom	$13.5M	+$4.98M	10	0.14%	Increased
588	MCM Matarin Capital Management New York	$13.3M	+$9.46M	1	1.07%	Increased
589	Segall Bryant & Hamill Chicago, Illinois	$13.3M	+$3.8M	7	0.23%	Increased
590	Weiss Asset Management Boston, Massachusetts	$13.2M	+$7.82M	2	0.93%	Increased
591	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$13.2M	+$5.06M	2	1.8%	Increased
592	Brinker Capital Berwyn, Pennsylvania	$13.2M	-$1.45M	9	0.58%	Reduced
593	Johnson Investment Counsel Cincinnati, Ohio	$13.1M	+$1.13M	5	0.32%	Increased
594	Ameritas Investment Partners Lincoln, Nebraska	$13.1M	+$159K	20	0.72%	Increased
595	Pendal Group Sydney, Australia	$13.1M	-$1.35M	5	0.21%	Reduced
596	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$12.9M	-$1.35M	1	4.12%	Reduced
597	Klingenstein Fields & Co New York	$12.9M	+$2.11M	3	0.55%	Increased
598	GIM Greystone Investment Management Cincinnati, Ohio	$12.8M	+$99.1K	1	6.56%	Increased
599	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$12.8M	+$14M	16	0.76%	New
600	Rubric Capital Management (New York) New York	$12.8M	+$15.6M	1	1.58%	New