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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	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$44.9M	+$9.55M	11	1.28%	Increased
452	Penserra Capital Management Orinda, California	$44.6M	+$20.2M	11	1.05%	Increased
453	MFWM Motley Fool Wealth Management Alexandria, Virginia	$44.5M	+$20.1M	2	1.98%	Increased
454	Blackstone Inc New York	$44.2M	+$35.9M	2	0.16%	Increased
455	Westfield Capital Management Boston, Massachusetts	$44.1M	-$4.96M	1	0.26%	Reduced
456	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$43.9M	-$2.48M	1	2.47%	Reduced
457	Welch & Forbes Boston, Massachusetts	$43.3M	+$275K	3	0.85%	Increased
458	CP Cumberland Partners Toronto, Ontario, Canada	$43.3M	-$4.41M	2	3.88%	Reduced
459	IAM Ion Asset Management Herzliya, Israel	$43.1M	+$36.7M	1	4.92%	New
460	BM Bridger Management New York	$43.1M	$0	1	3.28%	Maintained
461	Advisors Asset Management Monument, Colorado	$43M	+$4.67M	13	0.67%	Increased
462	Calamos Advisors Naperville, Illinois	$42.8M	-$2.66M	7	0.25%	Reduced
463	MUFG Securities EMEA London, United Kingdom	$42.6M	+$10.2M	3	0.32%	Increased
464	IP Interval Partners New York	$42.5M	+$27.3M	4	1.79%	Increased
465	GAMCO Investors Greenwich, Connecticut	$42.5M	+$5.1M	5	0.4%	Increased
466	ICP Indus Capital Partners New York	$42.3M	-$597K	1	6.56%	Reduced
467	AEGON Asset Management (UK) Edinburgh, United Kingdom	$42.1M	+$23.5M	3	0.62%	Increased
468	Cambridge Investment Research Advisors Fairfield, Iowa	$41.9M	+$795K	14	0.24%	Increased
469	GLCM Greenlea Lane Capital Management Weston, Connecticut	$41.8M	+$2.94M	1	15.65%	Increased
470	PineBridge Investments New York	$41.5M	+$14.9M	7	0.64%	Increased
471	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$41.2M	-$590K	3	2.35%	Reduced
472	HS Hazelview Securities Toronto, Ontario, Canada	$41.1M	-$472K	2	7.35%	Reduced
473	Trillium Asset Management Boston, Massachusetts	$40.8M	-$14K	2	1.47%	Reduced
474	Klingenstein Fields & Co New York	$40.6M	+$428K	3	1.84%	Increased
475	Vontobel Holding Zurich, Switzerland	$40.5M	+$39.1M	5	0.27%	New