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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	Perpetual Ltd Sydney, New South Wales, Australia	$13.3M	-$2.87M	3	1.61%	Reduced
627	Chartwell Investment Partners Berywn, Pennsylvania	$13.2M	+$4.83M	4	0.39%	Increased
628	SCM SKBA Capital Management San Francisco, California	$13.1M	-$207K	2	1.77%	Reduced
629	RA RMR Advisors Newton, Massachusetts	$13M	$0	5	4.89%	Maintained
630	ACB Aristotle Capital Boston Boston, Massachusetts	$13M	-$14.2M	2	1.03%	Reduced
631	TIP Torray Investment Partners Bethesda, Maryland	$12.9M	-$17.6K	1	1.35%	Reduced
632	GCP GSA Capital Partners London, United Kingdom	$12.8M	+$3.54M	15	0.64%	Increased
633	AP Archon Partners Princeton Junction, New Jersey	$12.8M	$0	1	2.77%	Maintained
634	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$12.8M	+$528K	1	2.43%	Increased
635	CA Callahan Advisors Houston, Texas	$12.5M	+$1.51M	2	2.47%	Increased
636	Meyer Handelman Company Rye Brook, New York	$12.5M	+$1.6M	2	0.64%	Increased
637	Smith Salley Wealth Management Greensboro, North Carolina	$12.5M	+$249K	3	2.13%	Increased
638	Carillon Tower Advisers St. Petersburg, Florida	$12.4M	-$3.45M	1	0.1%	Reduced
639	Segall Bryant & Hamill Chicago, Illinois	$12.4M	-$5.7M	8	0.19%	Reduced
640	AR Advisory Research Chicago, Illinois	$12.4M	+$136K	2	0.2%	Increased
641	DP Dearborn Partners Chicago, Illinois	$12.3M	-$522K	2	0.96%	Reduced
642	SCP Sandhill Capital Partners Buffalo, New York	$12.2M	+$644K	1	1.93%	Increased
643	HL Financial Services Louisville, Kentucky	$12.1M	-$1.43M	3	0.21%	Reduced
644	FQ First Quadrant Glendale, California	$12M	+$9.49M	4	0.22%	Increased
645	CCP Clough Capital Partners Boston, Massachusetts	$11.9M	-$8.52M	1	1.06%	Reduced
646	BSPF British Steel Pension Fund London, United Kingdom	$11.9M	-$901K	2	1.91%	Reduced
647	Veritable Wilmington, Delaware	$11.9M	-$90.4K	7	0.25%	Reduced
648	Granahan Investment Management Waltham, Massachusetts	$11.8M	+$2.42M	3	0.71%	Increased
649	Nordea Investment Management Stockholm, Sweden	$11.8M	-$1.71M	4	0.03%	Reduced
650	Locust Wood Capital Advisers New York	$11.7M	-$11.5M	1	0.93%	Reduced