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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	NewEdge Advisors New Orleans, Louisiana	$92.2M	+$3.79M	29	0.48%	Increased
452	ZP Zimmer Partners New York	$91.6M	-$28.5M	5	1.99%	Reduced
453	Hancock Whitney Gulfport, Mississippi	$91.4M	+$31.5M	12	1.75%	Increased
454	Evercore Wealth Management New York	$91.2M	+$13.9M	7	1.42%	Increased
455	MAMU Marathon Asset Management (UK) London, United Kingdom	$91M	-$6.74M	1	2.92%	Reduced
456	ZIG Zuckerman Investment Group Chicago, Illinois	$90.8M	+$1.91M	2	8.8%	Increased
457	E. Ohman J:or Asset Management Stockholm, Sweden	$90.1M	-$1.76M	10	2.24%	Reduced
458	Vanguard Personalized Indexing Management Oakland, California	$90M	+$14M	28	1.02%	Increased
459	Fiera Capital (Canada) Montreal, Quebec, Canada	$89.8M	+$27K	6	0.3%	Increased
460	Boothbay Fund Management New York	$89.5M	-$10M	18	1.74%	Reduced
461	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$89.2M	-$979K	1	9.39%	Reduced
462	Aviso Financial Toronto, Ontario, Canada	$89M	+$2.44M	3	4.01%	Increased
463	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$88.9M	-$58.4M	7	2.39%	Reduced
464	SFG Sather Financial Group Victoria, Texas	$88.9M	-$2.06M	3	5.22%	Reduced
465	SSM Sound Shore Management Greenwich, Connecticut	$88.4M	+$1.54M	1	3.01%	Increased
466	First Financial Bankshares Abilene, Texas	$88M	+$9.39M	1	1.97%	Increased
467	Private Advisor Group Morristown, New Jersey	$87.9M	+$10.4M	26	0.47%	Increased
468	WCM Investment Management Laguna Beach, California	$87.5M	+$10.3M	5	0.2%	Increased
469	IEQ Capital Foster City, California	$87.4M	+$21.1M	17	0.54%	Increased
470	Klingenstein Fields & Co New York	$86.4M	+$3.68M	3	3.42%	Increased
471	BRIM Broad Run Investment Management Arlington, Virginia	$85.9M	-$9.18M	2	13.16%	Reduced
472	Cincinnati Insurance Fairfield, Ohio	$85.2M	$0	2	1.43%	Maintained
473	SIG Senator Investment Group New York	$85.1M	+$44.8M	3	3.29%	Increased
474	Perpetual Ltd Sydney, New South Wales, Australia	$85M	+$2.6M	9	1%	Increased
475	Harding Loevner Bridgewater, New Jersey	$85M	+$8.85M	1	0.57%	Increased