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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	SFM Systematic Financial Management Teaneck, New Jersey	$67.4M	-$469K	4	2.34%	Reduced
352	PGH Partners Group Holding Baar-Zug, Switzerland	$67M	+$13.6M	3	3.94%	Increased
353	WCMNY Westchester Capital Management (New York) Valhalla, New York	$66.6M	+$64.3M	1	1.86%	New
354	Geneva Capital Management Milwaukee, Wisconsin	$66.4M	+$6.04M	2	1.53%	Increased
355	Summit Partners Public Asset Management Boston, Massachusetts	$66.2M	+$4.58M	1	2.98%	Increased
356	WA WFM Asia Road Town, Tortola, British Virgin Islands	$65.9M	+$58.1M	2	6.19%	New
357	Creative Planning Overland Park, Kansas	$65.4M	+$3.48M	22	0.11%	Increased
358	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$64.8M	-$1.71M	1	9.73%	Reduced
359	Cincinnati Insurance Fairfield, Ohio	$64.5M	$0	2	1.37%	Maintained
360	Baupost Group Boston, Massachusetts	$64.2M	-$31.8M	1	0.95%	Reduced
361	KeyBank National Association Cleveland, Ohio	$64.1M	-$2.54M	12	0.31%	Reduced
362	Artemis Investment Management Edinburgh, United Kingdom	$63.1M	-$5.16M	2	0.65%	Reduced
363	Första AP-fonden Stockholm, Sweden	$63M	-$4.04M	7	0.82%	Reduced
364	Blackstone Inc New York	$62.8M	-$385M	1	0.21%	Reduced
365	Natixis Paris, France	$62.3M	-$75.6M	12	0.23%	Reduced
366	Gabelli Funds Rye, New York	$62.1M	+$10.2M	11	0.48%	Increased
367	Trillium Asset Management Boston, Massachusetts	$61.8M	+$6.21M	2	1.9%	Increased
368	Nordea Investment Management Stockholm, Sweden	$61.5M	+$22.7M	9	0.09%	Increased
369	CMG Cavalry Management Group San Francisco, California	$61.2M	+$4.35M	1	5.72%	Increased
370	MFWM Motley Fool Wealth Management Alexandria, Virginia	$60.4M	-$24.3M	2	3.79%	Reduced
371	Pinnacle Associates New York	$60.3M	+$2.7M	8	1.31%	Increased
372	Welch & Forbes Boston, Massachusetts	$60M	-$523K	3	1.1%	Reduced
373	Fjarde Ap-fonden Stockholm, Sweden	$59.6M	-$859K	7	0.75%	Reduced
374	NPIC Neumeier Poma Investment Counsel Carmel, California	$59.4M	-$2.16M	1	4.65%	Reduced
375	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$59.1M	-$1.25M	9	0.43%	Reduced