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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
601	Glenmede Trust Philadelphia, Pennsylvania	$11.5M	-$2.03M	13	0.08%	Reduced
602	Burney Company Reston, Virginia	$11.5M	+$2.45M	2	0.79%	Increased
603	Personal Capital Advisors Redwood City, California	$11.5M	+$2M	2	0.93%	Increased
604	AQR Arbitrage Greenwich, Connecticut	$11.5M	+$11.1M	1	0.15%	New
605	LCP Lombardia Capital Partners Pasadena, California	$11.4M	+$7.96M	1	0.34%	Increased
606	Regions Financial Corp Birmingham, Alabama	$11.3M	-$3.62M	2	0.15%	Reduced
607	Fisher Asset Management Camas, Washington	$11.3M	-$913K	3	0.02%	Reduced
608	DILH Dai-ichi Life Holdings Tokyo, Japan	$11.3M	-$1.4M	7	0.32%	Reduced
609	Jefferies Group New York	$11.2M	-$28M	9	0.06%	Reduced
610	Mutual of America Capital Management New York	$11.2M	-$6.32M	6	0.24%	Reduced
611	Barings Charlotte, North Carolina	$11.2M	+$2.06M	6	0.26%	Increased
612	Waratah Capital Advisors Toronto, Ontario, Canada	$11.1M	+$3.38M	1	3.04%	Increased
613	GIM Grassi Investment Management Santa Clara, California	$11.1M	$0	2	2.06%	Maintained
614	Westwood Holdings Group Dallas, Texas	$11.1M	-$406K	2	0.08%	Reduced
615	NAM Nichols Asset Management Sudbury, Massachusetts	$11M	+$638K	1	1.93%	Increased
616	Commerce Bank Kansas City, Missouri	$11M	-$3.99M	3	0.17%	Reduced
617	HCS Harvest Capital Strategies San Francisco, California	$11M	+$8.01M	2	0.96%	Increased
618	City National Bank Beverly Hills, Delaware	$10.9M	+$359K	4	0.09%	Increased
619	BREA Barings Real Estate Advisers Hartford, Connecticut	$10.9M	+$2M	1	5.17%	Increased
620	OCM Oskie Capital Management New York	$10.8M	+$10.5M	1	4.37%	New
621	Bahl & Gaynor Cincinnati, Ohio	$10.8M	-$12.8M	1	0.15%	Reduced
622	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$10.8M	+$432K	1	1.33%	Increased
623	Fort Washington Investment Advisors Cincinnati, Ohio	$10.7M	-$65.7K	4	0.21%	Reduced
624	Montrusco Bolton Investments Montreal, Quebec, Canada	$10.7M	+$10.6M	1	0.79%	New
625	FMT First Mercantile Trust Cordova, Tennessee	$10.7M	-$1.3M	10	0.89%	Reduced