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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	MP Marlowe Partners New York	$25.2M	+$7.48M	2	14.6%	Increased
477	Meag Munich Ergo Munich, Germany	$25.2M	+$639K	7	1.98%	Increased
478	Highstreet Asset Management London, Ontario, Canada	$25.2M	+$13.5M	5	1.22%	Increased
479	Assenagon Asset Management Senningerberg, Luxembourg	$25.2M	-$6.08M	8	0.19%	Reduced
480	SCM Stevens Capital Management Radnor, Pennsylvania	$25.1M	-$12.2M	9	1.12%	Reduced
481	Azimuth Capital Management Bloomfield Hills, Michigan	$25.1M	+$9.6M	6	1.67%	Increased
482	Nippon Life Global Investors Americas New York	$25M	+$3.43M	2	1.9%	Increased
483	Becker Capital Management Portland, Oregon	$24.9M	+$440K	3	0.9%	Increased
484	PHAM Pacific Heights Asset Management San Francisco, California	$24.7M	$0	2	3.22%	Maintained
485	Stephens Inc Little Rock, Arkansas	$24.7M	+$4.65M	8	0.56%	Increased
486	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$24.7M	+$267K	1	3.26%	Increased
487	Ladenburg Thalmann Financial Services Miami, Florida	$24.7M	+$3.25M	29	0.18%	Increased
488	Cambridge Trust Cambridge, Massachusetts	$24.6M	+$671K	2	1.43%	Increased
489	MCM Matarin Capital Management New York	$24.3M	+$1.5M	2	1.74%	Increased
490	Nicholas Company Milwaukee, Wisconsin	$24.3M	-$2.83M	3	0.54%	Reduced
491	PFM Parsec Financial Management Asheville, North Carolina	$24.2M	-$673K	2	1.5%	Reduced
492	Driehaus Capital Management Chicago, Illinois	$24.2M	-$26.1M	4	0.76%	Reduced
493	Cidel Asset Management Toronto, Ontario, Ontario, Canada	$24M	+$23.2M	1	1.22%	Increased
494	KC KCL Capital New York	$23.9M	+$25.5M	1	2.22%	New
495	TAM Tiverton Asset Management Wilimington, Delaware	$23.9M	+$7.89M	9	0.85%	Increased
496	Twin Capital Management Mcmurray, Pennsylvania	$23.9M	-$8.54M	3	1.66%	Reduced
497	Nomura Holdings Tokyo, Japan	$23.8M	+$248K	10	0.11%	Increased
498	Barton Investment Management West Conshohocken, Pennsylvania	$23.8M	-$601K	1	3.56%	Reduced
499	E. Ohman J:or Asset Management Stockholm, Sweden	$23.7M	-$147K	4	1.56%	Reduced
500	SFG Sather Financial Group Victoria, Texas	$23.7M	+$297K	1	4.5%	Increased