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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	RIM Rush Island Management New York	$15.9M	+$16.2M	2	9.35%	New
602	EP Wealth Advisors Torrance, California	$15.9M	-$197K	4	0.78%	Reduced
603	DnB Asset Management Oslo, Norway	$15.8M	-$3.65M	6	0.23%	Reduced
604	DP Dearborn Partners Chicago, Illinois	$15.7M	+$65.7K	2	0.97%	Increased
605	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$15.7M	-$929K	14	1.14%	Reduced
606	Heritage Investors Management Corp Bethesda, Maryland	$15.6M	+$587K	4	1.1%	Increased
607	ExodusPoint Capital Management New York	$15.6M	+$3.87M	13	0.86%	Increased
608	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$15.6M	+$14.9M	3	2.03%	Increased
609	Smith Salley Wealth Management Greensboro, North Carolina	$15.5M	+$190K	3	2.58%	Increased
610	Washington Trust Westerly, Rhode Island	$15.5M	+$422K	8	0.74%	Increased
611	Select Equity Group New York	$15.5M	-$110M	1	0.11%	Reduced
612	Personal Capital Advisors Redwood City, California	$15.5M	-$6.59M	2	0.15%	Reduced
613	Bridgewater Associates Westport, Connecticut	$15.3M	-$1.89M	4	0.3%	Reduced
614	CA Callahan Advisors Houston, Texas	$15.3M	-$885K	2	3.21%	Reduced
615	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$15.2M	-$299K	1	1.99%	Reduced
616	CS Central Securities New York	$15.2M	-$1.13M	1	2.84%	Reduced
617	AEGON Asset Management (UK) Edinburgh, United Kingdom	$15.1M	-$98.6K	2	0.44%	Reduced
618	WesBanco Bank Wheeling, West Virginia	$15M	+$1.4M	6	0.87%	Increased
619	AHC Adell Harriman & Carpenter Houston, Texas	$14.9M	-$255K	2	3.16%	Reduced
620	Pendal Group Sydney, Australia	$14.9M	-$5.93M	5	0.25%	Reduced
621	Parallax Volatility Advisers San Francisco, California	$14.7M	+$9.81M	9	0.02%	Increased
622	Handelsbanken Fonder Stockholm, Sweden	$14.7M	+$25.6M	1	0.32%	Increased
623	Acadian Asset Management Boston, Massachusetts	$14.7M	+$333K	13	0.08%	Increased
624	LM Lincluden Management Mississauga, Ontario, Canada	$14.7M	+$4.65M	2	1.77%	Increased
625	RCM Ratan Capital Management Miami Beach, Florida	$14.7M	-$3.41M	1	6.84%	Reduced