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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	Anchor Capital Advisors Boston, Massachusetts	$29.9M	-$1.29M	1	0.6%	Reduced
577	Stephens Inc Little Rock, Arkansas	$29.9M	+$1.28M	10	0.45%	Increased
578	Private Advisor Group Morristown, New Jersey	$29.9M	+$7.49M	10	0.26%	Increased
579	Tiedemann Advisors New York	$29.9M	-$230K	3	1.2%	Reduced
580	Reinhart Partners Mequon, Wisconsin	$29.8M	-$3.39M	1	1.48%	Reduced
581	CCM Cinctive Capital Management New York	$29.7M	+$10.1M	6	1.39%	Increased
582	Norinchukin Bank Tokyo, Japan	$29.6M	+$162K	7	0.43%	Increased
583	First National Trust Hermitage, Pennsylvania	$29.5M	+$518K	5	1.8%	Increased
584	NP NS Partners London, United Kingdom	$29.5M	+$5.93M	2	1.55%	Increased
585	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$29.4M	+$2.88M	3	2.49%	Increased
586	FFA First Foundation Advisors Irvine, California	$29.3M	-$456K	3	1.13%	Reduced
587	Pendal Group Sydney, Australia	$29.1M	-$8.58M	9	0.27%	Reduced
588	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$29M	-$1.16M	1	2.56%	Reduced
589	Atria Investments Charlotte, North Carolina	$28.9M	+$2.7M	8	0.56%	Increased
590	ANI American National Insurance Galveston, Texas	$28.8M	-$78.3K	3	1.08%	Reduced
591	Mercer Global Advisors Denver, Colorado	$28.8M	-$2.54M	12	0.22%	Reduced
592	Sit Investment Associates Minneapolis, Minnesota	$28.7M	-$3.28M	6	0.71%	Reduced
593	ACM AlphaCrest Capital Management New York	$28.6M	+$9.73M	15	1.23%	Increased
594	Walleye Capital New York	$28.5M	+$17.7M	8	0.97%	Increased
595	Achmea Investment Management Zeist, Netherlands	$28.5M	+$286K	5	0.97%	Increased
596	Becker Capital Management Portland, Oregon	$28.4M	-$51K	4	1.21%	Reduced
597	WesBanco Bank Wheeling, West Virginia	$28.4M	+$7.68M	8	1.06%	Increased
598	JCM Jag Capital Management St Louis, Missouri	$28.2M	+$66.1K	3	2.22%	Increased
599	SIM Sadoff Investment Management Milwaukee, Wisconsin	$28.2M	-$123K	1	1.88%	Reduced
600	IECM Intrinsic Edge Capital Management Chicago, Illinois	$27.9M	-$13.8M	5	1.63%	Reduced