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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
426	GL Governors Lane New York	$36.5M	-$1.6M	1	4.86%	Reduced
427	Segall Bryant & Hamill Chicago, Illinois	$36.3M	+$3.11M	9	0.56%	Increased
428	Waratah Capital Advisors Toronto, Ontario, Canada	$36M	-$7.97M	2	4.05%	Reduced
429	Point72 Asset Management Stamford, Connecticut	$35M	+$11.9M	6	0.22%	Increased
430	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$34.9M	+$7.99M	1	1.69%	Increased
431	SM Senvest Management New York	$34.4M	$0	1	2.97%	Maintained
432	Country Trust Bank Bloomington, Illinois	$34.3M	-$32.2K	3	1.48%	Reduced
433	TC Towle & Co Denver, Colorado	$34.2M	-$293K	1	4.29%	Reduced
434	Great Lakes Advisors Chicago, Illinois	$34.1M	+$1.76M	6	0.75%	Increased
435	HAM Highstreet Asset Management London, Ontario, Canada	$34M	+$5.83M	5	1.61%	Increased
436	HS Hazelview Securities Toronto, Ontario, Canada	$33.9M	-$8.43M	3	6.06%	Reduced
437	Polar Capital London, United Kingdom	$33.5M	-$12.5M	2	0.3%	Reduced
438	CC Carlson Capital Dallas, Texas	$33.4M	-$38.4M	2	0.6%	Reduced
439	ST Sabal Trust St. Petersburg, Florida	$33.3M	-$35.2K	1	2.69%	Reduced
440	Fifth Third Bancorp Cincinnati, Ohio	$33.2M	+$1.58M	18	0.2%	Increased
441	Meag Munich Ergo Munich, Germany	$33.2M	+$5.73M	7	1.71%	Increased
442	Advisor Group Phoenix, Arizona	$33M	+$2.68M	29	0.24%	Increased
443	Dana Investment Advisors Waukesha, Wisconsin	$32.8M	-$759K	4	1.67%	Reduced
444	FCI Financial Counselors Inc Overland Park, Kansas	$32.2M	+$801K	3	1.26%	Increased
445	TP Toronado Partners San Francisco, California	$32M	+$8.82M	1	10.96%	Increased
446	Dai-ichi Life Insurance Company Tokyo, Japan	$31.9M	+$2.47M	8	0.76%	Increased
447	PIA Piedmont Investment Advisors Durham, North Carolina	$31.8M	+$1.26M	10	1.23%	Increased
448	Whittier Trust South Pasadena, California	$31.7M	+$216K	13	0.91%	Increased
449	MAM Melqart Asset Management London, United Kingdom	$31.5M	+$26.6M	1	2.86%	New
450	ORIO Old Republic International (ORI) Chicago, Illinois	$31.4M	$0	1	0.84%	Maintained