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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	DF Dent & Co Baltimore, Maryland	$77.9M	-$2.14M	4	0.95%	Reduced
452	SSM Sound Shore Management Greenwich, Connecticut	$77.5M	-$25.4M	1	2.52%	Reduced
453	VC Vision Capital Toronto, Ontario, Canada	$76.8M	-$17.6M	2	12.39%	Reduced
454	VAM Vert Asset Management Sausalito, California	$76.1M	+$1.2M	4	26.24%	Increased
455	Madison Asset Management Madison, Wisconsin	$75.8M	-$1.68M	3	0.85%	Reduced
456	Huntington National Bank Columbus, Ohio	$75.6M	+$1.92M	28	0.55%	Increased
457	Stonegate Investment Group Birmingham, Alabama	$75M	+$2.34M	4	1.97%	Increased
458	Curi RMB Capital Chicago, Illinois	$74.3M	-$9.53M	7	1.69%	Reduced
459	JLBC J.L. Bainbridge & Co Sarasota, Florida	$74.1M	+$162K	2	7.11%	Increased
460	Sequoia Financial Advisors Akron, Ohio	$74M	+$43.5M	16	0.79%	Increased
461	BIC B&I Capital Zurich, Switzerland	$72.8M	-$10.1M	2	21.09%	Reduced
462	Nomura Holdings Tokyo, Japan	$72.4M	+$19.5M	11	0.17%	Increased
463	Jump Financial Chicago, Illinois	$72.1M	+$22.5M	18	1.47%	Increased
464	Carnegie Investment Counsel Pepper Pike, Ohio	$72.1M	+$2.41M	8	2.12%	Increased
465	Boothbay Fund Management New York	$72M	+$10.5M	17	1.64%	Increased
466	Atalanta Sosnoff Capital New York	$72M	-$12.6M	3	1.54%	Reduced
467	ORIO Old Republic International (ORI) Chicago, Illinois	$71.9M	$0	1	2.7%	Maintained
468	Ancora Advisors Cleveland, Ohio	$71.4M	+$216K	12	1.63%	Increased
469	SLF Sun Life Financial Toronto, Ontario, Canada	$70.8M	-$2.43M	3	3.95%	Reduced
470	Rokos Capital Management (UK) London, United Kingdom	$70.8M	+$37.3M	1	1.15%	Increased
471	UMB Bank Kansas City, Missouri	$70.6M	-$4.04M	17	1.1%	Reduced
472	Holocene Advisors New York	$70.5M	+$3.75M	6	0.28%	Increased
473	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$70.4M	-$238K	2	3.55%	Reduced
474	Erste Asset Management Vienna, Austria	$70M	+$544K	4	0.84%	Increased
475	Brandes Investment Partners La Jolla, California	$69.8M	+$1.04M	1	0.79%	Increased