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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
451	SM Senvest Management New York	$32.7M	+$79.9K	1	2.22%	Increased
452	Ladenburg Thalmann Financial Services Miami, Florida	$32.6M	+$6.1M	29	0.21%	Increased
453	Candriam SCA Strassen, Luxembourg, Luxembourg	$32.4M	+$6.82M	6	0.35%	Increased
454	TAMH Taikang Asset Management (HK) Hong Kong	$32.3M	-$636K	3	8.1%	Reduced
455	MMEA MEAG MUNICH ERGO AssetManagement Munich, Germany	$31.9M	$0	1	13.34%	Maintained
456	BFS Baskin Financial Services Toronto, Ontario, Canada	$31.8M	+$8.93K	1	4.67%	Increased
457	ESBC E.S. Barr & Co Lexington, Kentucky	$31.8M	-$683K	1	3.06%	Reduced
458	Trillium Asset Management Boston, Massachusetts	$31.5M	+$3.65M	2	1.4%	Increased
459	Nissay Asset Management Tokyo, Japan	$31.4M	+$884K	9	0.7%	Increased
460	E. Ohman J:or Asset Management Stockholm, Sweden	$31.4M	+$2.72M	4	1.74%	Increased
461	Dai-ichi Life Insurance Company Tokyo, Japan	$31.2M	-$1.81M	7	0.71%	Reduced
462	WI Wafra Inc New York	$31.2M	+$13.1M	1	1.91%	Increased
463	Crossmark Global Holdings Houston, Texas	$31.1M	+$3.07M	15	0.86%	Increased
464	SFG Sather Financial Group Victoria, Texas	$31.1M	+$1.01M	1	4.88%	Increased
465	Moore Capital Management New York	$30.8M	-$2.82M	2	1.01%	Reduced
466	Wolverine Trading Chicago, Illinois	$30.7M	+$19.7M	11	0.08%	Increased
467	Dana Investment Advisors Waukesha, Wisconsin	$30.7M	-$5.02M	3	1.47%	Reduced
468	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$30.5M	+$3.41M	2	2.25%	Increased
469	Klingenstein Fields & Co New York	$30.2M	+$12.3M	2	1.52%	Increased
470	SCM Stevens Capital Management Radnor, Pennsylvania	$30.2M	+$16M	10	2.82%	Increased
471	WIC Willis Investment Counsel Gainesville, Georgia	$30.1M	-$1.06M	2	1.95%	Reduced
472	Vestcor Inc Fredericton, New Brunswick, Canada	$30M	+$29.5M	10	1.41%	New
473	Becker Capital Management Portland, Oregon	$30M	-$1.15M	3	1.06%	Reduced
474	CGM Capital Growth Management Boston, Massachusetts	$29.9M	+$29.7M	1	2.41%	New
475	OAMG Odey Asset Management Group London, United Kingdom	$29.8M	-$2.2M	1	2.96%	Reduced