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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	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$62.9M	-$311K	1	7.47%	Reduced
477	Aspex Management (HK) Central, Hong Kong	$62.9M	$0	2	1.68%	Maintained
478	CP Cumberland Partners Toronto, Ontario, Canada	$62.8M	-$1.3M	4	4.56%	Reduced
479	Advisors Capital Management Ridgewood, New Jersey	$62M	+$2.28M	5	1.13%	Increased
480	Oversea-Chinese Banking Corp (OCBC) Singapore	$61.9M	+$6.68M	7	1.85%	Increased
481	Capital Group Private Client Services Los Angeles, California	$61.9M	-$41.4M	1	0.63%	Reduced
482	MFWM Motley Fool Wealth Management Alexandria, Virginia	$61.7M	-$1.05M	2	3.19%	Reduced
483	NewEdge Advisors New Orleans, Louisiana	$61.5M	+$4.71M	28	0.54%	Increased
484	Madison Asset Management Madison, Wisconsin	$61.4M	-$41.2M	3	0.76%	Reduced
485	Capital Fund Management (CFM) Paris, France	$61.4M	-$25.6M	9	0.18%	Reduced
486	VAM Vert Asset Management Sausalito, California	$61.3M	+$551K	4	25.77%	Increased
487	LBIM Land & Buildings Investment Management Stamford, Connecticut	$61.3M	+$3.57M	2	13.41%	Increased
488	DF Dent & Co Baltimore, Maryland	$60.9M	+$50.8K	4	0.74%	Increased
489	Illinois Municipal Retirement Fund Oak Brook, Illinois	$59.9M	-$3.34M	14	0.92%	Reduced
490	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$59.6M	+$5.98M	4	1.05%	Increased
491	Reinhart Partners Mequon, Wisconsin	$59.4M	-$5.02M	1	2.42%	Reduced
492	Brinker Capital Investments Berwyn, Pennsylvania	$59.2M	-$5.46M	16	0.63%	Reduced
493	Orion Portfolio Solutions Omaha, Nebraska	$59.2M	-$5.46M	16	0.63%	Reduced
494	CQS Credential Qtrade Securities Vancouver,	$58.9M	+$3.01M	3	3.16%	Increased
495	SFG Sather Financial Group Victoria, Texas	$58.7M	+$428K	1	4.21%	Increased
496	ABN AMRO Investment Solutions Paris Cedex 008,	$58.5M	+$3.01M	4	1.01%	Increased
497	Vestcor Inc Fredericton, New Brunswick, Canada	$58.3M	+$682K	16	2%	Increased
498	Atria Investments Charlotte, North Carolina	$58.3M	+$8.44M	14	0.8%	Increased
499	ECM Engle Capital Management Greenwich, Connecticut	$56.9M	+$16.8M	3	15.87%	Increased
500	Crossmark Global Holdings Houston, Texas	$56.8M	+$122K	16	1.09%	Increased