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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	MUFG Securities (Canada) New York	$163M	-$3.42M	1	4.56%	Reduced
352	Cooke & Bieler Philadelphia, Pennsylvania	$161M	-$77.3M	1	1.67%	Reduced
353	TCM Thames Capital Management Roseland, New Jersey	$161M	+$79.3M	10	23.01%	Increased
354	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$161M	-$2.95M	2	4.66%	Reduced
355	Homestead Advisers Arlington, Virginia	$161M	-$4.39M	6	3.84%	Reduced
356	Horizon Kinetics Asset Management New York	$161M	+$22.5M	8	1.96%	Increased
357	NHAS Novo Holdings A/S Hellerup, Denmark	$160M	$0	1	10.3%	Maintained
358	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$159M	+$57.3M	1	32.63%	Increased
359	Stephens Investment Management Group Houston, Texas	$159M	-$3.52M	3	2.07%	Reduced
360	Fiera Capital (Canada) Montreal, Quebec, Canada	$158M	+$34.5M	6	0.51%	Increased
361	Conestoga Capital Advisors Wayne, Pennsylvania	$158M	-$13.7M	1	2.54%	Reduced
362	Walleye Capital New York	$158M	+$57.7M	26	0.59%	Increased
363	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$155M	+$40.4M	32	0.1%	Increased
364	Eventide Asset Management Boston, Massachusetts	$153M	+$32.7M	6	2.52%	Increased
365	Axiom Investors Greenwich, Connecticut	$153M	-$18M	4	1.12%	Reduced
366	CIBC Bancorp USA Chicago, Illinois	$152M	+$146M	19	0.83%	New
367	ACM Analog Century Management New York	$151M	+$133M	2	8.1%	New
368	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$149M	-$28.7M	11	1.35%	Reduced
369	Sequoia Financial Advisors Akron, Ohio	$148M	+$19.6M	19	0.9%	Increased
370	Exchange Traded Concepts Oklahoma City, Oklahoma	$147M	+$21.5M	16	1.25%	Increased
371	Amalgamated Bank New York	$147M	-$8.24M	28	1.05%	Reduced
372	SFM Systematic Financial Management Teaneck, New Jersey	$147M	-$26.5M	4	3.58%	Reduced
373	MML Investors Services Springfield, Massachusetts	$147M	+$3.02M	25	0.39%	Increased
374	Nissay Asset Management Tokyo, Japan	$147M	-$21.1M	8	0.81%	Reduced
375	Menora Mivtachim Holdings Ramat Gan, Israel	$147M	+$60.6M	1	0.74%	Increased