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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	Schonfeld Strategic Advisors New York	$28.2M	+$8.9M	9	0.83%	Increased
477	CEP Chicago Equity Partners Chicago, Illinois	$27.9M	-$2.97M	6	1.33%	Reduced
478	Obermeyer Wealth Partners Aspen, Colorado	$27.9M	-$1.1M	2	2.58%	Reduced
479	Crossmark Global Holdings Houston, Texas	$27.7M	+$6.95M	13	0.81%	Increased
480	SFG Sather Financial Group Victoria, Texas	$27.6M	+$1.23M	1	5.02%	Increased
481	E. Ohman J:or Asset Management Stockholm, Sweden	$27.6M	+$2.14M	4	1.74%	Increased
482	WIC Willis Investment Counsel Gainesville, Georgia	$27.5M	+$1.8M	2	1.84%	Increased
483	SC Sasco Capital Fairfield, Connecticut	$27.5M	+$1.94M	1	2.99%	Increased
484	BIM Barton Investment Management West Conshohocken, Pennsylvania	$27.4M	+$82.2K	1	4.58%	Increased
485	PHAM Pacific Heights Asset Management San Francisco, California	$26.9M	$0	2	3.63%	Maintained
486	LCP LGT Capital Partners Pfaeffikon, Switzerland	$26.8M	-$1.64M	3	1.76%	Reduced
487	Foresters Investment Management New York	$26.7M	-$6.99M	3	0.53%	Reduced
488	CT Cambridge Trust Cambridge, Massachusetts	$26.6M	+$397K	3	1.54%	Increased
489	TAMH Taikang Asset Management (HK) Hong Kong	$26.6M	+$4.31M	4	2.88%	Increased
490	Carillon Tower Advisers St. Petersburg, Florida	$26.6M	+$6.03M	2	0.19%	Increased
491	Mawer Investment Management Calgary, Alberta, Canada	$26.6M	-$468M	1	0.24%	Reduced
492	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$26.4M	-$754K	2	2.13%	Reduced
493	BCM Barometer Capital Management Toronto, Ontario, Canada	$26.4M	+$19.1M	1	2.85%	New
494	KC KCL Capital New York	$26.2M	$0	1	4.07%	Maintained
495	Becker Capital Management Portland, Oregon	$26M	-$1.11M	3	0.99%	Reduced
496	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$25.9M	-$105K	1	3.46%	Reduced
497	TAM Tiverton Asset Management Wilimington, Delaware	$25.4M	-$1.38M	8	0.88%	Reduced
498	First Eagle Investment Management New York	$25.4M	$0	1	0.07%	Maintained
499	Ceredex Value Advisors Orlando, Florida	$25.2M	-$733K	1	0.3%	Reduced
500	CQS Credential Qtrade Securities Vancouver,	$25.1M	+$1.54M	4	3.88%	Increased