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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	Dana Investment Advisors Waukesha, Wisconsin	$67.9M	-$4.52M	8	1.99%	Reduced
602	Seven Grand Managers Bronxville, New York	$67.6M	+$20.2M	1	5.49%	Increased
603	Vaughan David Investments Peoria, Illinois	$67.5M	-$1.24M	1	1.46%	Reduced
604	Advisors Capital Management Ridgewood, New Jersey	$67.5M	+$757K	9	0.84%	Increased
605	United Capital Financial Advisors Irving, Texas	$67.3M	+$14.5M	15	0.48%	Increased
606	GIP Granite Investment Partners El Segundo, California	$66.9M	+$1.58M	4	3.8%	Increased
607	Curi RMB Capital Chicago, Illinois	$66.8M	-$2.91M	6	1.23%	Reduced
608	Kovitz Investment Group Partners Chicago, Illinois	$66.3M	-$2.82M	13	0.26%	Reduced
609	C Chescapmanager Baltimore, Maryland	$66.3M	-$6M	1	6.33%	Reduced
610	AC AltraVue Capital Bellevue, Washington	$66.1M	+$1.16M	1	5.48%	Increased
611	SCM Simcoe Capital Management New York	$66M	-$139K	1	9.57%	Reduced
612	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$65.6M	+$7.73M	4	3.39%	Increased
613	GLCM Greenlea Lane Capital Management Weston, Connecticut	$65.3M	$0	1	19.04%	Maintained
614	Vestcor Inc Fredericton, New Brunswick, Canada	$65.2M	+$7.48M	15	1.95%	Increased
615	AHT Amanah Holdings Trust London,	$65M	$0	1	12.98%	Maintained
616	Private Management Group Irvine, California	$64.2M	-$4.17M	2	1.91%	Reduced
617	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$64M	-$1.02M	2	3.02%	Reduced
618	Carrhae Capital London, United Kingdom	$63.8M	+$43.7M	1	3.76%	Increased
619	DLP De Lisle Partners Poole, United Kingdom	$63.4M	+$7.08M	5	7.78%	Increased
620	ACM Argent Capital Management St Louis, Missouri	$63.2M	+$6.93M	6	1.73%	Increased
621	Snyder Capital Management San Francisco, California	$62.9M	-$10.7M	1	1.19%	Reduced
622	RIM Rovida Investment Management Grand Cayman, Cayman Islands	$62.9M	+$8.76M	1	7.13%	Increased
623	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$62.9M	+$3.04M	4	0.18%	Increased
624	Hantz Financial Services Southfield, Michigan	$62.8M	-$1.04M	23	0.95%	Reduced
625	BFS Baskin Financial Services Toronto, Ontario, Canada	$62.3M	-$689K	1	4.58%	Reduced