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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	Gateway Investment Advisers Cincinnati, Ohio	$58M	-$13.8M	5	0.73%	Reduced
427	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$57.9M	+$1.7M	2	4.36%	Increased
428	Swiss Life Asset Management Zurich,	$57.9M	+$7.3M	8	0.9%	Increased
429	Hantz Financial Services Southfield, Michigan	$57.3M	+$11.8M	11	1.45%	Increased
430	Xponance Philadelphia, Pennsylvania	$57M	+$1.74M	15	0.78%	Increased
431	DnB Asset Management Oslo, Norway	$57M	-$5.01M	5	0.34%	Reduced
432	Cambridge Investment Research Advisors Fairfield, Iowa	$57M	+$3.23M	23	0.27%	Increased
433	EULAV Asset Management Sarasota, Florida	$56.8M	+$6.09M	4	2.08%	Increased
434	Cullen/Frost Bankers San Antonio, Texas	$56M	-$6.77M	10	0.98%	Reduced
435	AGM Alpine Global Management New York	$56M	+$54.5M	1	12.92%	Increased
436	Curi RMB Capital Chicago, Illinois	$55.7M	-$1.78M	4	1.91%	Reduced
437	Cookson Peirce & Co Pittsburgh, Pennsylvania	$55.6M	-$41.4K	3	3.64%	Reduced
438	1WCM 12 West Capital Management New York	$55.5M	-$184K	1	5.03%	Reduced
439	BOK Financial Tulsa, Oklahoma	$55.3M	-$1.2M	16	1.22%	Reduced
440	MFWM Motley Fool Wealth Management Alexandria, Virginia	$55.2M	-$271K	2	3.2%	Reduced
441	ZCM Ziegler Capital Management Chicago, Illinois	$55.2M	+$10.1M	6	2.21%	Increased
442	Gotham Asset Management New York	$54.8M	+$12M	16	1.13%	Increased
443	ZIG Zuckerman Investment Group Chicago, Illinois	$54.7M	-$26.5M	1	7.83%	Reduced
444	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$54.7M	-$2.23M	2	2.73%	Reduced
445	Tidal Investments Milwaukee, Wisconsin	$54.2M	+$6.05M	20	1.65%	Increased
446	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$53.9M	-$150K	1	3.26%	Reduced
447	E. Ohman J:or Asset Management Stockholm, Sweden	$53.7M	+$713K	6	2.02%	Increased
448	IFM Investors Melbourne, Australia	$53.6M	+$1.53M	7	0.71%	Increased
449	Wedge Capital Management Charlotte, North Carolina	$53.4M	-$31.4M	4	1.06%	Reduced
450	Sachem Head Capital Management New York	$53.3M	-$68M	1	2.49%	Reduced