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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
476	Foresters Investment Management New York	$20.8M	+$12M	2	0.39%	Increased
477	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$20.7M	-$134K	1	3.03%	Reduced
478	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$20.6M	+$7.93M	3	0.16%	Increased
479	CIBC World Markets New York	$20.5M	-$8.81M	6	0.19%	Reduced
480	MAA Matrix Asset Advisors White Plains, New York	$20.5M	+$147K	1	3.8%	Increased
481	Trillium Asset Management Boston, Massachusetts	$20.4M	-$150K	2	1.18%	Reduced
482	GGHC Gilder Gagnon Howe & Co New York	$20.3M	-$6.69M	2	0.29%	Reduced
483	ICOM Investment Counselors of Maryland Baltimore, Maryland	$20.2M	+$4.59M	3	1.16%	Increased
484	BFS Baskin Financial Services Toronto, Ontario, Canada	$20M	-$243K	1	4.3%	Reduced
485	Nomura Holdings Tokyo, Japan	$20M	-$7.57M	6	0.07%	Reduced
486	Becker Capital Management Portland, Oregon	$19.9M	+$12.4M	1	0.78%	Increased
487	Jefferies Group New York	$19.9M	-$9.83M	7	0.16%	Reduced
488	Clark Capital Management Group Philadelphia, Pennsylvania	$19.8M	+$11.1M	2	0.53%	Increased
489	TCM Tran Capital Management San Rafael, California	$19.7M	-$28M	2	3.43%	Reduced
490	Point72 Asset Management Stamford, Connecticut	$19.6M	-$96.5M	5	0.1%	Reduced
491	Cubist Systematic Strategies Stamford, Connecticut	$19.5M	+$1.14M	15	0.92%	Increased
492	Amalgamated Bank New York	$19.4M	+$1.6M	15	0.55%	Increased
493	Meag Munich Ergo Munich, Germany	$19.4M	-$4.44M	5	2.38%	Reduced
494	Advisor Group Phoenix, Arizona	$19.3M	+$2.05M	28	0.19%	Increased
495	Tudor Investment Corp Stamford, Connecticut	$19.2M	+$8.04M	10	0.38%	Increased
496	Signature Estate & Investment Advisors Los Angeles, California	$19.2M	+$21.2M	1	1.7%	New
497	SFG Sather Financial Group Victoria, Texas	$18.9M	+$19.5K	1	4.12%	Increased
498	Sterling Capital Management Charlotte, North Carolina	$18.9M	-$2.31M	5	0.21%	Reduced
499	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$18.9M	+$486K	6	0.59%	Increased
500	MCM Moerus Capital Management New York	$18.8M	+$20.5M	1	6.14%	New