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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	Xponance Philadelphia, Pennsylvania	$68.3M	+$1.8M	16	0.82%	Increased
427	Curi RMB Capital Chicago, Illinois	$67.9M	+$241K	5	2.07%	Increased
428	Pathstone Holdings Englewood, New Jersey	$67.1M	+$60.5M	20	0.36%	New
429	CT Cambridge Trust Cambridge, Massachusetts	$67.1M	-$3.78M	7	2.79%	Reduced
430	PWAM Park West Asset Management San Francisco, California	$66.6M	-$66.7M	1	6.53%	Reduced
431	NIMI Natixis Investment Managers International Paris, France	$66.4M	+$1.25M	6	4.7%	Increased
432	INTECH Investment Management West Palm Beach, Florida	$65.9M	-$2.9M	9	0.96%	Reduced
433	Huntington National Bank Columbus, Ohio	$65.7M	-$6.17M	27	0.6%	Reduced
434	Cookson Peirce & Co Pittsburgh, Pennsylvania	$65.6M	+$1.51M	6	3.97%	Increased
435	USS Investment Management London, United Kingdom	$65.1M	-$6.84M	8	0.58%	Reduced
436	ING Group Amsterdam, Netherlands	$65M	+$32.4M	8	0.52%	Increased
437	GLCM Greenlea Lane Capital Management Weston, Connecticut	$64.8M	+$1.88M	1	20.07%	Increased
438	Summit Partners Public Asset Management Boston, Massachusetts	$64.3M	+$2.92M	2	2.67%	Increased
439	Hantz Financial Services Southfield, Michigan	$63.2M	-$3.19M	11	1.38%	Reduced
440	QRG Capital Management Chicago, Illinois	$63.1M	+$4.51M	13	0.94%	Increased
441	ZIG Zuckerman Investment Group Chicago, Illinois	$62.9M	-$6.85M	2	8.12%	Reduced
442	Intact Investment Management Montreal, Quebec, Canada	$62.5M	-$9.95M	4	2.53%	Reduced
443	Cerity Partners New York	$62.5M	+$35.4M	17	0.21%	Increased
444	Select Equity Group New York	$61.8M	+$32.8M	1	0.22%	Increased
445	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$61.8M	-$1.07M	1	4.67%	Reduced
446	Atalanta Sosnoff Capital New York	$61.5M	+$32.6M	3	1.59%	Increased
447	Cullen/Frost Bankers San Antonio, Texas	$61.3M	-$2.08M	10	0.96%	Reduced
448	AHC Adell Harriman & Carpenter Houston, Texas	$61.1M	+$2.05M	5	5.66%	Increased
449	Woodline Partners San Francisco, California	$61.1M	-$15.4M	3	0.66%	Reduced
450	MFWM Motley Fool Wealth Management Alexandria, Virginia	$60.9M	-$2.45M	2	3.2%	Reduced