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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	RiverFront Investment Group Richmond, Virginia	$27.8M	+$1.61M	1	0.89%	Increased
602	CA Callahan Advisors Houston, Texas	$27.8M	+$1.72M	3	3.17%	Increased
603	Bailard Foster City, California	$27.5M	+$3.32K	9	0.92%	Increased
604	Vestcor Inc Fredericton, New Brunswick, Canada	$27.4M	-$9.05M	12	0.94%	Reduced
605	Allstate Corporation Northbrook, Illinois	$27.1M	-$4.41M	6	0.72%	Reduced
606	Wolverine Trading Chicago, Illinois	$26.8M	-$3.65M	9	0.03%	Reduced
607	B. Metzler seel. Sohn & Co Frankfurt, Germany	$26.8M	+$338K	6	0.36%	Increased
608	C Chescapmanager Baltimore, Maryland	$26.7M	-$3.75M	2	3.62%	Reduced
609	LJAC L.J. Altfest & Co New York	$26.6M	+$8.66M	3	4.74%	Increased
610	Atria Wealth Solutions New York	$26.2M	+$24.5M	14	0.44%	New
611	Emerald Advisers Leola, Pennsylvania	$26.1M	+$2.44M	3	1%	Increased
612	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$26.1M	-$429K	2	3.24%	Reduced
613	Nicholas Company Milwaukee, Wisconsin	$26M	+$5.79M	4	0.46%	Increased
614	PS Presima Securities Montreal, Quebec, Canada	$26M	-$19.7M	2	5.28%	Reduced
615	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$26M	-$127K	10	0.51%	Reduced
616	Capital International Sarl Los Angeles, California	$26M	+$1.25M	3	1.29%	Increased
617	ZIG Zuckerman Investment Group Chicago, Illinois	$26M	+$22.9M	1	4.19%	Increased
618	EIP Easterly Investment Partners Beverly, Massachusetts	$25.9M	+$3.32M	3	1.96%	Increased
619	Gotham Asset Management New York	$25.9M	-$1.37M	9	0.8%	Reduced
620	Ninety One (UK) London, United Kingdom	$25.8M	-$13M	2	0.07%	Reduced
621	Chartwell Investment Partners Berywn, Pennsylvania	$25.6M	-$2.68M	4	0.85%	Reduced
622	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$25.5M	-$6.75M	7	0.35%	Reduced
623	RIM Redpoint Investment Management Sydney, NSW, Australia	$25.4M	-$576K	8	2.55%	Reduced
624	Stephens Inc Little Rock, Arkansas	$25.3M	-$1.69M	10	0.41%	Reduced
625	RCMC RK Capital Management (Colorado) Denver, Colorado	$25.2M	+$10.3M	2	4.95%	Increased