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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	SBLIC Security Benefit Life Insurance Company Topeka, Kansas	$55.8M	+$19.9M	1	3.33%	Increased
427	R.M. Davis Inc Portland, Maine	$54.5M	+$2.19M	2	1.35%	Increased
428	CQS Credential Qtrade Securities Vancouver,	$54.4M	+$720K	4	4.22%	Increased
429	Cambridge Investment Research Advisors Fairfield, Iowa	$54.1M	+$5.31M	20	0.27%	Increased
430	DnB Asset Management Oslo, Norway	$54.1M	-$4.69M	7	0.35%	Reduced
431	CP Cumberland Partners Toronto, Ontario, Canada	$53.8M	-$3.82M	2	4.41%	Reduced
432	LR Library Research Hong Kong	$53.8M	+$21.3M	1	26.74%	Increased
433	Squarepoint New York	$53.7M	+$15M	22	0.15%	Increased
434	LCP LGT Capital Partners Pfaeffikon, Switzerland	$52.9M	-$2.54M	3	1.59%	Reduced
435	RCW Rheos Capital Works Tokyo, Japan	$52.5M	+$9.93M	3	2.7%	Increased
436	Oppenheimer Asset Management New York	$52.4M	+$5.72M	16	0.75%	Increased
437	Fisher Asset Management Camas, Washington	$52.1M	+$627K	6	0.03%	Increased
438	HIM HughesLittle Investment Management Vancouver,	$51.9M	-$1.27M	1	12.19%	Reduced
439	Locust Wood Capital Advisers New York	$51.6M	-$6.22M	1	2.8%	Reduced
440	Fort Washington Investment Advisors Cincinnati, Ohio	$51.5M	+$21.3M	7	0.33%	Increased
441	ECA Endeavour Capital Advisors Greenwich, Connecticut	$51.3M	-$24.7M	3	7.42%	Reduced
442	SAM Scopus Asset Management New York	$51.3M	-$9.9M	4	0.87%	Reduced
443	L1 Capital Melbourne VIC 3000, Australia	$50.8M	+$55.3M	1	6.32%	New
444	DP Dearborn Partners Chicago, Illinois	$50.6M	+$36.3M	3	2.06%	Increased
445	TCM Tensile Capital Management Larkspur, California	$50.6M	$0	1	5.89%	Maintained
446	Calamos Advisors Naperville, Illinois	$50.6M	-$16.9K	5	0.22%	Reduced
447	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$50.5M	-$4.56M	3	2.39%	Reduced
448	Group One Trading Chicago, Illinois	$50.4M	+$11.9M	18	0.05%	Increased
449	Brinker Capital Investments Berwyn, Pennsylvania	$50.3M	$0	14	0.8%	Maintained
450	FP Foundry Partners Minneapolis, Minnesota	$50M	-$5.88M	5	1.8%	Reduced