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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
651	Twin Tree Management Dallas, Texas	$20.4M	-$27.1M	4	0.04%	Reduced
652	WesBanco Bank Wheeling, West Virginia	$20.3M	-$3.39M	5	1.37%	Reduced
653	PHAM Pacific Heights Asset Management San Francisco, California	$20.1M	$0	2	2.14%	Maintained
654	Meyer Handelman Company Rye Brook, New York	$20.1M	$0	1	0.93%	Maintained
655	Ferguson Wellman Capital Management Portland, Oregon	$20.1M	+$485K	3	0.79%	Increased
656	Eastern Bank Boston, Massachusetts	$20M	-$109K	1	1.14%	Reduced
657	Vanguard Personalized Indexing Management Oakland, California	$20M	+$1.85M	17	0.9%	Increased
658	BL BWCP LP Dallas, Texas	$20M	+$6.12M	1	10.39%	Increased
659	PM Pembroke Management Montreal, Quebec, Canada	$19.9M	-$307K	2	2.21%	Reduced
660	Kentucky Retirement Systems Frankfort, Kentucky	$19.9M	+$1.23M	7	0.84%	Increased
661	RiverFront Investment Group Richmond, Virginia	$19.9M	-$765K	1	0.74%	Reduced
662	Driehaus Capital Management Chicago, Illinois	$19.8M	+$19.7M	2	0.3%	Increased
663	Cannell & Spears New York	$19.8M	-$932K	4	1.96%	Reduced
664	OA Oak Associates Akron, Ohio	$19.8M	-$5.73M	2	1.68%	Reduced
665	Anchor Capital Advisors Boston, Massachusetts	$19.6M	-$1.02M	1	0.54%	Reduced
666	Sit Investment Associates Minneapolis, Minnesota	$19.6M	+$161K	6	0.59%	Increased
667	Gotham Asset Management New York	$19.5M	+$9.95M	11	0.59%	Increased
668	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$19.5M	+$5.28M	4	0.57%	Increased
669	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$19.5M	-$164K	1	2.21%	Reduced
670	CA Callahan Advisors Houston, Texas	$19.5M	-$403K	3	2.8%	Reduced
671	GAI General American Investors New York	$19.5M	$0	1	2.03%	Maintained
672	Kornitzer Capital Management Shawnee Mission, Kansas	$19.5M	-$3.08M	5	0.42%	Reduced
673	Capstone Investment Advisors New York	$19.4M	+$6.53M	4	0.12%	Increased
674	NewEdge Advisors New Orleans, Louisiana	$19.4M	-$26.5M	12	0.32%	Reduced
675	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$19.4M	+$1.28M	8	0.4%	Increased