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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	PS Presima Securities Montreal, Quebec, Canada	$49.1M	-$30.3M	2	8.39%	Reduced
502	UMB Bank Kansas City, Missouri	$48.8M	+$42.2M	16	0.62%	Increased
503	Rathbones Group Liverpool, United Kingdom	$47.9M	+$4.8M	3	0.47%	Increased
504	TCM Tensile Capital Management Larkspur, California	$47.7M	-$6.17M	1	5.73%	Reduced
505	MUFG Securities (Canada) New York	$47.2M	+$52.8K	1	2.16%	Increased
506	Walleye Capital New York	$46.9M	+$16.2M	10	1.46%	Increased
507	MSL Mackay Shields LLC New York	$46.9M	-$962K	6	0.39%	Reduced
508	CCM Corsair Capital Management New York	$46.8M	-$3.75M	1	8.8%	Reduced
509	Crossmark Global Holdings Houston, Texas	$46.7M	-$1.05M	17	1.01%	Reduced
510	DFO Duquesne Family Office New York	$46.5M	+$18M	1	1.69%	Increased
511	Stonegate Investment Group Birmingham, Alabama	$46.5M	+$41.3M	3	1.95%	New
512	Hancock Whitney Gulfport, Mississippi	$46.2M	+$774K	8	1.45%	Increased
513	RIG Roosevelt Investment Group New York	$46.2M	+$1.32M	5	2.56%	Increased
514	Adams Diversified Equity Fund Baltimore, Maryland	$46M	-$3.83M	2	1.75%	Reduced
515	Ninety One (UK) London, United Kingdom	$45.5M	-$7.01M	2	0.11%	Reduced
516	Crawford Investment Counsel Atlanta, Georgia	$45.4M	-$4.53M	6	0.86%	Reduced
517	ESBC E.S. Barr & Co Lexington, Kentucky	$45.2M	-$1.05M	1	3.02%	Reduced
518	NAM Nexpoint Asset Management Dallas, Texas	$45.2M	+$42.8M	1	6.37%	New
519	MFAM Motley Fool Asset Management Alexandria, Virginia	$44.3M	+$1.14M	3	2.83%	Increased
520	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$44.1M	+$1.57M	6	1.38%	Increased
521	PIM Platinum Investment Management Sydney Australia 2000, Australia	$43.9M	+$47.7M	1	1.22%	New
522	Cubist Systematic Strategies Stamford, Connecticut	$43.8M	-$24.3M	33	0.42%	Reduced
523	Vident Investment Advisory Alpharetta, Georgia	$43.7M	+$4.65M	21	1.14%	Increased
524	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$43.6M	$0	2	0.66%	Maintained
525	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$43.4M	+$2.33M	2	1.91%	Increased