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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	VAM Vert Asset Management Sausalito, California	$23.5M	+$2.62M	4	22.26%	Increased
602	Boston Trust Walden Boston, Massachusetts	$23.5M	+$595K	4	0.23%	Increased
603	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$23.4M	$0	2	1.62%	Maintained
604	Hancock Whitney Gulfport, Mississippi	$23.4M	-$4.1M	6	1%	Reduced
605	Zacks Investment Management Chicago, Illinois	$23.3M	-$58.8M	5	0.37%	Reduced
606	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$23.2M	-$284K	5	16.75%	Reduced
607	Carnegie Investment Counsel Pepper Pike, Ohio	$23.2M	+$1.7M	4	1.11%	Increased
608	HRT Financial New York	$23.1M	-$3.95M	12	0.25%	Reduced
609	LGT Group Foundation Vaduz, Liechtenstein	$23.1M	-$7.92M	5	0.9%	Reduced
610	Tiedemann Advisors New York	$23M	+$206K	2	1.39%	Increased
611	EIP Easterly Investment Partners Beverly, Massachusetts	$22.9M	+$3.48M	3	2.19%	Increased
612	BIM Barton Investment Management West Conshohocken, Pennsylvania	$22.9M	-$795K	1	4.65%	Reduced
613	Reinhart Partners Mequon, Wisconsin	$22.8M	-$391K	1	1.4%	Reduced
614	ZIG Zuckerman Investment Group Chicago, Illinois	$22.6M	+$714K	1	4.24%	Increased
615	Country Trust Bank Bloomington, Illinois	$22.6M	+$330K	4	0.71%	Increased
616	MFAM Motley Fool Asset Management Alexandria, Virginia	$22.4M	-$629K	3	2.2%	Reduced
617	Davidson Kempner Capital Management New York	$22.3M	-$7.58M	3	0.39%	Reduced
618	BPIM Brant Point Investment Management New York	$22.2M	+$6.24M	5	3.27%	Increased
619	OGC Oak Grove Capital North Hampton, New Hampshire	$22.2M	+$2.92M	1	7.51%	Increased
620	Atria Investments Charlotte, North Carolina	$22.2M	-$1.11M	8	0.49%	Reduced
621	SAM Securian Asset Management St Paul, Minnesota	$22.1M	-$123M	9	0.66%	Reduced
622	Crawford Investment Counsel Atlanta, Georgia	$21.9M	-$2.43M	5	0.52%	Reduced
623	JLBC J.L. Bainbridge & Co Sarasota, Florida	$21.9M	+$21.8M	1	3.35%	Increased
624	ZCM Ziegler Capital Management Chicago, Illinois	$21.8M	+$183K	3	0.96%	Increased
625	Trexquant Investment Stamford, Connecticut	$21.7M	+$14.1M	8	0.76%	Increased