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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	FCI Financial Counselors Inc Overland Park, Kansas	$55.8M	-$6.07M	5	1.16%	Reduced
427	HIM HughesLittle Investment Management Vancouver,	$55.4M	+$555K	1	12.64%	Increased
428	Lockheed Martin Investment Management Bethesda, Maryland	$55.3M	+$348K	4	3.05%	Increased
429	BOK Financial Tulsa, Oklahoma	$55.2M	+$1.74M	13	0.91%	Increased
430	AC Avenir Corporation Alexandria, Virginia	$54.5M	+$9.38M	3	4.36%	Increased
431	Jupiter Asset Management London, United Kingdom	$54.5M	+$34.8M	4	0.65%	Increased
432	MC MIG Capital Newport Beach, California	$54.3M	+$938K	1	5.57%	Increased
433	Reinhart Partners Mequon, Wisconsin	$54.3M	-$57.6K	2	2.63%	Reduced
434	Voloridge Investment Management Jupiter, Florida	$54M	-$24M	10	0.31%	Reduced
435	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$53.9M	+$4.13M	3	2.55%	Increased
436	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$53.9M	+$6.07M	1	3.21%	Increased
437	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$53.6M	+$2.01M	10	1.14%	Increased
438	GLCM Greenlea Lane Capital Management Weston, Connecticut	$53.4M	+$1.66M	1	14.88%	Increased
439	NewEdge Advisors New Orleans, Louisiana	$53.4M	-$8.03M	6	0.86%	Reduced
440	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$53M	-$64.5M	6	0.26%	Reduced
441	Krane Funds Advisors New York	$52.9M	+$7.21M	6	2.19%	Increased
442	Curi RMB Capital Chicago, Illinois	$52.6M	+$3.97M	3	1.66%	Increased
443	BFS Baskin Financial Services Toronto, Ontario, Canada	$52.4M	-$643K	1	4.61%	Reduced
444	QI QV Investors Calgary, Alberta, Canada	$52.3M	-$1.9M	1	3.72%	Reduced
445	O'Shaughnessy Asset Management Stamford, Connecticut	$52.3M	-$19.9M	14	0.87%	Reduced
446	Congress Wealth Management Boston, Massachusetts	$52.3M	+$6.64M	7	1.14%	Increased
447	Martingale Asset Management Boston, Massachusetts	$51.8M	-$19.2M	6	0.78%	Reduced
448	Nordea Investment Management Stockholm, Sweden	$51.5M	-$61.2M	8	0.06%	Reduced
449	MAMHA MY.Alpha Management HK Advisors Hong Kong	$51.2M	-$8.29M	1	20.12%	Reduced
450	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$50.4M	-$84.6M	5	0.88%	Reduced