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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
501	MSL Mackay Shields LLC New York	$39.9M	-$1.07M	6	0.38%	Reduced
502	Rathbones Group Liverpool, United Kingdom	$39.1M	+$317K	3	0.42%	Increased
503	MFAM Motley Fool Asset Management Alexandria, Virginia	$39.1M	+$65.6K	2	2.54%	Increased
504	Signature Estate & Investment Advisors Los Angeles, California	$39.1M	-$1.93M	1	1.91%	Reduced
505	Nomura Holdings Tokyo, Japan	$39M	+$17M	8	0.1%	Increased
506	ST Sabal Trust St. Petersburg, Florida	$38.9M	-$509K	1	2.78%	Reduced
507	Hancock Whitney Gulfport, Mississippi	$38.7M	-$4.87M	6	1.35%	Reduced
508	Steward Partners Investment Advisory New York	$38.7M	+$2.77M	22	0.67%	Increased
509	William Blair Investment Management Chicago, Illinois	$38.4M	+$2.8M	3	0.11%	Increased
510	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$38.3M	-$9.35M	7	1.32%	Reduced
511	LFDLE La Financiere de L'Echiquier Paris, France	$38.1M	+$9.78M	2	1.28%	Increased
512	JCM Jag Capital Management St Louis, Missouri	$38.1M	+$1.86M	3	2.97%	Increased
513	SW SVB Wealth Boston, Massachusetts	$37.9M	+$1.91M	10	0.49%	Increased
514	BIC B&I Capital Zurich, Switzerland	$37.7M	-$14.5M	3	10.04%	Reduced
515	RIG Roosevelt Investment Group New York	$37.5M	-$410K	4	2.33%	Reduced
516	MIM Manitou Investment Management Toronto, Ontario, Canada	$37.5M	+$441K	1	6.86%	Increased
517	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$37.2M	-$3.9M	4	1.9%	Reduced
518	Snyder Capital Management San Francisco, California	$37.1M	+$6.73M	1	0.98%	Increased
519	AC Avenir Corporation Alexandria, Virginia	$37.1M	+$10.3M	4	3.12%	Increased
520	ArrowMark Colorado Holdings Denver, Colorado	$36.7M	+$831K	6	0.29%	Increased
521	Country Trust Bank Bloomington, Illinois	$36.5M	+$246K	7	1.07%	Increased
522	SCP Sandhill Capital Partners Buffalo, New York	$36M	-$757K	1	2.89%	Reduced
523	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$36M	+$1.89M	6	1.27%	Increased
524	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$35.8M	+$158K	2	2.04%	Increased
525	Weiss Multi-Strategy Advisers New York	$35.4M	-$5.52M	4	0.76%	Reduced