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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
351	Intact Investment Management Montreal, Quebec, Canada	$72.1M	-$2.82M	3	2.33%	Reduced
352	ECA Endeavour Capital Advisors Greenwich, Connecticut	$71.8M	+$30.4M	4	10.7%	Increased
353	Commonwealth Equity Services Waltham, Massachusetts	$70.6M	+$6.38M	18	0.21%	Increased
354	Boston Financial Management Boston, Massachusetts	$70.6M	+$609K	4	3.2%	Increased
355	Mutual of America Capital Management New York	$70.2M	+$2.9M	12	0.8%	Increased
356	Voloridge Investment Management Jupiter, Florida	$69.6M	+$41.1M	11	0.58%	Increased
357	M&T Bank Buffalo, New York	$69.2M	-$4.25M	16	0.3%	Reduced
358	Scout Investments Kansas City, Missouri	$68.9M	+$12.3M	4	1.27%	Increased
359	Horizon Kinetics Asset Management New York	$68.5M	-$3.94M	2	2.28%	Reduced
360	United Capital Financial Advisors Irving, Texas	$68.3M	-$9.97M	8	0.41%	Reduced
361	MSL Mackay Shields LLC New York	$68.2M	+$7.55M	14	0.47%	Increased
362	SCM Spyglass Capital Management San Francisco, California	$68.1M	+$29.8M	1	2.09%	Increased
363	Schonfeld Strategic Advisors New York	$68.1M	+$5.64M	12	0.92%	Increased
364	QI QV Investors Calgary, Alberta, Canada	$67.6M	+$19.9M	1	4.44%	Increased
365	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$67.2M	-$1.05M	1	10.32%	Reduced
366	TPC Tiger Pacific Capital New York	$67M	+$6.58M	2	12.38%	Increased
367	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$66.9M	+$17.8M	17	0.15%	Increased
368	KeyBank National Association Cleveland, Ohio	$66.2M	-$1.03M	9	0.32%	Reduced
369	Sands Capital Management Arlington, Virginia	$65.5M	+$2.03M	1	0.12%	Increased
370	CCM CAAS Capital Management New York	$65.4M	+$32.9M	2	0.62%	Increased
371	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$65.3M	+$24.3M	16	1.19%	Increased
372	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$64.5M	+$2.22M	1	4.99%	Increased
373	DCM Dupont Capital Management Wilmington, Delaware	$64.4M	-$7.19M	14	1.37%	Reduced
374	Cincinnati Insurance Fairfield, Ohio	$63.3M	$0	2	1.43%	Maintained
375	Private Management Group Irvine, California	$63.1M	-$6.83M	2	3.21%	Reduced