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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	SCM Sandler Capital Management New York	$32.8M	+$21M	3	2.7%	Increased
577	VHMC Value Holdings Management Company Hampton Bays, New York	$32.8M	$0	1	7.33%	Maintained
578	UBV United Bank (Virginia) Vienna, Virginia	$32.8M	-$1.06M	2	4.03%	Reduced
579	SCA Snowden Capital Advisors New York	$32.8M	-$998K	12	1.17%	Reduced
580	Oppenheimer & Co New York	$32.8M	+$789K	14	0.66%	Increased
581	WBC Westpac Banking Corp Sydney, Australia	$32.7M	-$148M	6	2.31%	Reduced
582	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$32.5M	+$356K	5	21.19%	Increased
583	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$32.4M	+$31.1M	3	1.1%	New
584	GCA GSI Capital Advisors Newport Beach, California	$32.4M	-$6.76M	3	19.81%	Reduced
585	Verition Fund Management Greenwich, Connecticut	$32.4M	-$12.3M	17	0.43%	Reduced
586	DAM Delta Asset Management Memphis, Tennessee	$32.3M	+$151K	9	3.2%	Increased
587	DF Dent & Co Baltimore, Maryland	$32.1M	+$15.9M	3	0.43%	Increased
588	Boston Trust Walden Boston, Massachusetts	$32M	-$7.48M	3	0.26%	Reduced
589	TC TownSquare Capital Provo, Utah	$32M	+$1.2M	11	0.58%	Increased
590	Ferguson Wellman Capital Management Portland, Oregon	$31.8M	+$1.36M	4	0.75%	Increased
591	Fort Washington Investment Advisors Cincinnati, Ohio	$31.8M	-$37.1M	4	0.23%	Reduced
592	Colony Group Boston, Massachusetts	$31.7M	-$110K	8	0.45%	Reduced
593	Vanguard Personalized Indexing Management Oakland, California	$31.6M	+$955K	22	0.97%	Increased
594	F.L. Putnam Investment Management Lynnfield, Massachusetts	$31.5M	+$9.72M	5	0.86%	Increased
595	Jacobs Levy Equity Management Florham Park, New Jersey	$31.5M	-$30.1M	5	0.18%	Reduced
596	SAM Securian Asset Management St Paul, Minnesota	$31.1M	-$288K	9	0.8%	Reduced
597	Zevenbergen Capital Investments Edmonds, Washington	$31.1M	+$930K	2	0.74%	Increased
598	BIM Barton Investment Management West Conshohocken, Pennsylvania	$31M	+$10.2K	1	4.65%	Increased
599	Kestra Advisory Services Austin, Texas	$30.9M	+$1.22M	8	0.31%	Increased
600	Ethic Inc New York	$30.9M	+$572K	14	1.15%	Increased