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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	ACM Argent Capital Management St Louis, Missouri	$37.8M	-$67.3K	1	1.09%	Reduced
577	Atria Investments Charlotte, North Carolina	$37.4M	+$145K	10	0.67%	Increased
578	Dana Investment Advisors Waukesha, Wisconsin	$37.4M	-$5.11M	5	1.62%	Reduced
579	BC BIT Capital Berlin, Germany	$37.2M	+$45.1M	5	2.85%	Increased
580	JCM Jag Capital Management St Louis, Missouri	$37.1M	-$2.04M	3	2.85%	Reduced
581	JAM JLP Asset Management New York	$36.9M	-$1.75M	2	18.09%	Reduced
582	WCP Waterfront Capital Partners New York	$36.9M	+$1.35M	1	2.24%	Increased
583	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$36.7M	+$193K	14	0.81%	Increased
584	Maryland State Retirement & Pension System Baltimore, Maryland	$36.7M	+$208K	15	0.96%	Increased
585	BIM Barton Investment Management West Conshohocken, Pennsylvania	$36.5M	-$241K	1	3.17%	Reduced
586	HCM Hahn Capital Management Walnut Creek, California	$35.7M	-$1.59M	2	6.71%	Reduced
587	Clal Insurance Tel-Aviv, Israel	$35.7M	+$3.29M	5	0.39%	Increased
588	FFA First Foundation Advisors Irvine, California	$35.6M	+$843K	5	1.22%	Increased
589	AIA Group Hong Kong	$35.6M	+$11M	7	1.68%	Increased
590	Thornburg Investment Management Santa Fe, New Mexico	$35.5M	-$55.3M	4	0.42%	Reduced
591	Oppenheimer & Co New York	$35.4M	-$1.35M	13	0.62%	Reduced
592	KS Karpas Strategies Litchfield, Connecticut	$35.2M	+$122K	1	11.29%	Increased
593	WesBanco Bank Wheeling, West Virginia	$35.1M	+$1.21M	7	1.26%	Increased
594	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$34.8M	+$2.3M	6	1.23%	Increased
595	Allstate Corporation Northbrook, Illinois	$34.8M	+$18M	5	0.66%	Increased
596	SAM Shell Asset Management The Hague, Netherlands	$34.6M	+$3.71M	15	0.71%	Increased
597	FTCM First Trust Capital Management Chicago, Illinois	$34.6M	+$32.7M	1	6.06%	New
598	Brandywine Global Investment Management Philadelphia, Pennsylvania	$34.4M	+$5.74M	4	0.25%	Increased
599	PHAM Pacific Heights Asset Management San Francisco, California	$34.3M	$0	2	2.89%	Maintained
600	Hantz Financial Services Southfield, Michigan	$34.2M	+$3.19M	8	0.99%	Increased