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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	LBIM Land & Buildings Investment Management Stamford, Connecticut	$9.12M	+$9.51M	1	3.81%	New
602	Huntington National Bank Columbus, Ohio	$9.06M	-$770K	11	0.24%	Reduced
603	KA KLCM Advisors Milwaukee, Wisconsin	$9.04M	-$2.04M	2	3.2%	Reduced
604	PFC Phocas Financial Corp Alameda, California	$9.01M	+$3.45M	3	0.76%	Increased
605	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$8.95M	+$1.01M	5	0.79%	Increased
606	LPL Financial San Diego, California	$8.89M	-$343K	10	0.05%	Reduced
607	Associated Banc-Corp Green Bay, Wisconsin	$8.87M	+$37.2K	1	0.62%	Increased
608	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$8.86M	+$424K	2	0.68%	Increased
609	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$8.84M	-$35.1M	2	0.48%	Reduced
610	RA RiverPark Advisors New York	$8.84M	+$592K	1	4.24%	Increased
611	LCP Lombardia Capital Partners Pasadena, California	$8.81M	$0	1	0.42%	Maintained
612	TIP Torray Investment Partners Bethesda, Maryland	$8.81M	+$33.1K	1	0.65%	Increased
613	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$8.8M	+$3.91M	2	1.53%	Increased
614	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$8.8M	+$30.4K	10	0.46%	Increased
615	SA Steadfast Advisors New York	$8.8M	-$107K	1	4.18%	Reduced
616	NPPM North Point Portfolio Managers Orange Village, Ohio	$8.8M	+$29.7K	1	1.75%	Increased
617	Stephens Inc Little Rock, Arkansas	$8.78M	-$313K	3	0.46%	Reduced
618	HS HighVista Strategies Boston, Massachusetts	$8.76M	+$4.37M	3	1.65%	Increased
619	Trexquant Investment Stamford, Connecticut	$8.74M	+$2.7M	7	0.75%	Increased
620	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$8.67M	+$523K	2	4.51%	Increased
621	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$8.64M	+$130K	7	0.33%	Increased
622	Bahl & Gaynor Cincinnati, Ohio	$8.61M	-$211K	2	0.12%	Reduced
623	HL Financial Services Louisville, Kentucky	$8.6M	-$395K	3	0.24%	Reduced
624	AMI Amica Mutual Insurance Providence, Rhode Island	$8.56M	+$1.01M	7	0.82%	Increased
625	OA OFI Advisors Philadelphia, Pennsylvania	$8.56M	-$61K	11	0.55%	Reduced