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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
626	Polar Asset Management Partners Toronto, Ontario, Canada	$8.53M	-$354K	1	0.51%	Reduced
627	GIM Goelzer Investment Management Carmel, Indiana	$8.46M	+$144K	2	1.34%	Increased
628	WIC Willis Investment Counsel Gainesville, Georgia	$8.45M	-$1.04M	2	0.83%	Reduced
629	Glenmede Trust Philadelphia, Pennsylvania	$8.41M	+$830K	14	0.06%	Increased
630	AFIA America First Investment Advisors Omaha, Nebraska	$8.37M	+$164K	1	3.93%	Increased
631	Jacobs Levy Equity Management Florham Park, New Jersey	$8.35M	-$7.63M	4	0.17%	Reduced
632	PCM Palouse Capital Management Spokane, Washington	$8.31M	+$973K	3	3.21%	Increased
633	BA Boston Advisors Boston, Massachusetts	$8.16M	+$5.99M	3	0.31%	Increased
634	KS Karpas Strategies Litchfield, Connecticut	$8.1M	+$166K	1	4.47%	Increased
635	HHC Hutchin Hill Capital New York	$8.1M	-$18.4M	3	0.31%	Reduced
636	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$8.09M	+$195K	1	1.16%	Increased
637	FIG Fortress Investment Group New York	$8.07M	+$8.4M	1	0.12%	New
638	AHC Adell Harriman & Carpenter Houston, Texas	$8.06M	+$91.8K	2	2.37%	Increased
639	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$8.06M	+$515K	2	0.98%	Increased
640	City National Bank Beverly Hills, Delaware	$7.98M	-$482K	4	0.07%	Reduced
641	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$7.96M	-$21.4K	1	1.16%	Reduced
642	DVM Dreman Value Management West Palm Beach, Florida	$7.96M	+$1.09M	4	0.8%	Increased
643	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$7.96M	+$2.19M	3	1.16%	Increased
644	BCM Basswood Capital Management New York	$7.89M	-$376K	1	0.39%	Reduced
645	LM Lincluden Management Mississauga, Ontario, Canada	$7.86M	+$8.28M	1	1.52%	New
646	Engineers Gate Manager New York	$7.86M	+$5.61M	4	0.67%	Increased
647	Hood River Capital Management Palm Beach Gardens, Florida	$7.86M	+$8.54M	1	1.09%	New
648	Boston Trust Walden Boston, Massachusetts	$7.63M	+$28.6K	3	0.13%	Increased
649	TCM Twin Capital Management Mcmurray, Pennsylvania	$7.62M	-$1.87M	3	0.72%	Reduced
650	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.54M	-$2.3M	3	1.32%	Reduced