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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	Allworth Financial Folsom, California	$116M	+$7.22M	45	0.47%	Increased
477	Eastern Bank Boston, Massachusetts	$115M	-$1.82M	10	1.98%	Reduced
478	Factory Mutual Insurance Waltham, Massachusetts	$115M	-$1.92M	4	1.29%	Reduced
479	Whittier Trust South Pasadena, California	$115M	+$16.1M	12	1.29%	Increased
480	BWC Blue Whale Capital London, United Kingdom	$114M	-$98.2M	1	5.44%	Reduced
481	ExodusPoint Capital Management New York	$114M	+$56.1M	18	0.91%	Increased
482	Exchange Traded Concepts Oklahoma City, Oklahoma	$114M	+$23M	20	0.81%	Increased
483	KeyBank National Association Cleveland, Ohio	$114M	-$1.83M	18	0.42%	Reduced
484	CC Covalis Capital London, United Kingdom	$113M	+$56.4M	5	6.96%	Increased
485	FACM Forest Avenue Capital Management Miami, Florida	$113M	+$103M	2	6.7%	New
486	Algert Global San Francisco, California	$113M	-$1.32M	19	1.7%	Reduced
487	Scharf Investments Los Gatos, California	$112M	-$34M	2	3.46%	Reduced
488	Quilter Plc London, United Kingdom	$112M	-$458K	1	1.97%	Reduced
489	Aware Super Sydney, Australia	$112M	+$106M	5	1.69%	New
490	Kennedy Capital Management St Louis, Missouri	$111M	-$9.3M	11	2.34%	Reduced
491	Moran Wealth Management Naples, Florida	$110M	-$26.8M	13	3.38%	Reduced
492	Douglas Lane & Associates New York	$110M	-$1.3M	5	1.59%	Reduced
493	PP Pertento Partners London, United Kingdom	$110M	+$10M	1	8.06%	Increased
494	TCM Thames Capital Management Roseland, New Jersey	$110M	+$16.1M	7	19.73%	Increased
495	Tocqueville Asset Management New York	$110M	-$11.3M	6	1.63%	Reduced
496	PM Pembroke Management Montreal, Quebec, Canada	$110M	-$39.6M	4	15.91%	Reduced
497	Horizon Kinetics Asset Management New York	$110M	-$29M	9	1.19%	Reduced
498	CloudAlpha Capital Management Hong Kong	$109M	+$72.2M	4	3.71%	Increased
499	SM Scoggin Management New York	$108M	+$16.1M	1	10.43%	Increased
500	Lido Advisors Los Angeles, California	$108M	-$12M	17	0.33%	Reduced