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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	NIG NFJ Investment Group Dallas, Texas	$84.7M	-$1.28M	6	2.95%	Reduced
477	SAM Scopus Asset Management New York	$84.7M	+$34.2M	5	1.42%	Increased
478	Allworth Financial Folsom, California	$84.7M	+$28.4M	34	0.41%	Increased
479	Whale Rock Capital Management Boston, Massachusetts	$84.4M	-$78.4M	1	1.17%	Reduced
480	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$83.8M	-$11.4M	6	8.47%	Reduced
481	D.A. Davidson & Co Great Falls, Montana	$83.5M	+$33M	17	0.59%	Increased
482	Advisors Asset Management Monument, Colorado	$83.5M	-$2.11M	22	1.5%	Reduced
483	Metis Global Partners San Diego, California	$83.3M	+$6.88M	10	2.15%	Increased
484	Saturna Capital Bellingham, Washington	$83.2M	+$3.85M	8	1.13%	Increased
485	Empowered Funds Havertown, Pennsylvania	$83.1M	+$8.69M	14	0.94%	Increased
486	Channing Capital Management Chicago, Illinois	$82.8M	-$16.2M	2	2.3%	Reduced
487	Lido Advisors Los Angeles, California	$81.7M	+$13.4M	14	0.32%	Increased
488	CCM Corsair Capital Management New York	$81.6M	+$502K	6	15.28%	Increased
489	Guggenheim Capital Chicago, Illinois	$81.5M	-$9.38M	17	0.65%	Reduced
490	EIP Easterly Investment Partners Beverly, Massachusetts	$81.3M	+$2.76M	6	5.83%	Increased
491	Jones Financial Companies Des Peres, Missouri	$81.3M	+$10.7M	32	0.06%	Increased
492	Carnegie Investment Counsel Pepper Pike, Ohio	$81.2M	-$939K	8	1.63%	Reduced
493	Cresset Asset Management Chicago, Illinois	$81.1M	-$3.18M	18	0.4%	Reduced
494	Stonegate Investment Group Birmingham, Alabama	$80.8M	+$13.8M	5	2.03%	Increased
495	Engineers Gate Manager New York	$80.7M	-$33.7M	15	1%	Reduced
496	Gateway Investment Advisers Cincinnati, Ohio	$80.6M	+$86.4K	7	0.88%	Increased
497	Freestone Grove Partners San Francisco, California	$80.6M	+$19.7M	10	0.61%	Increased
498	Glenmede Investment Management Philadelphia, Pennsylvania	$80.5M	+$73M	18	0.41%	New
499	Cullen/Frost Bankers San Antonio, Texas	$79.7M	+$4.84M	16	1%	Increased
500	Tocqueville Asset Management New York	$79.6M	-$6.81M	6	1.21%	Reduced