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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	Vestcor Inc Fredericton, New Brunswick, Canada	$55M	-$1.65M	15	1.86%	Reduced
502	Mediolanum International Funds Dublin 1, Ireland	$54.9M	+$9.19M	7	0.9%	Increased
503	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$54.8M	+$21.9M	7	3.58%	Increased
504	SAM Scopus Asset Management New York	$54.3M	-$66.4M	5	1.09%	Reduced
505	Avantax Advisory Services Dallas, Texas	$54.2M	+$35.1M	21	0.39%	Increased
506	Quadrature Capital London, United Kingdom	$53.6M	-$108M	7	0.9%	Reduced
507	Exchange Traded Concepts Oklahoma City, Oklahoma	$53.3M	+$18.9M	18	1.35%	Increased
508	Badgley Phelps Wealth Managers Seattle, Washington	$53.2M	+$3.73M	5	1.32%	Increased
509	Vanguard Personalized Indexing Management Oakland, California	$53.1M	+$5.73M	24	1.01%	Increased
510	ACB Aristotle Capital Boston Boston, Massachusetts	$53M	-$3.97M	1	1.78%	Reduced
511	Stock Yards Bank & Trust Louisville, Kentucky	$52.8M	-$981K	7	1.75%	Reduced
512	NA Navellier & Associates Reno, Nevada	$52.7M	+$1.11M	9	6.18%	Increased
513	J. Safra Sarasin Holding	$52.6M	+$52.5M	10	0.96%	New
514	Boothbay Fund Management New York	$52.4M	+$13.8M	13	1.24%	Increased
515	Ethic Inc New York	$52.2M	+$3.21M	18	1.22%	Increased
516	DFO Duquesne Family Office New York	$52M	-$149M	2	1.78%	Reduced
517	Zevenbergen Capital Investments Edmonds, Washington	$51.9M	+$5.85M	3	1.11%	Increased
518	Wealthfront Advisers Palo Alto, California	$51.6M	+$3.34M	10	0.17%	Increased
519	TC TwinBeech Capital Purchase, New York	$51.3M	+$1.5M	5	1.01%	Increased
520	TC TownSquare Capital Provo, Utah	$51M	+$1.25M	15	0.7%	Increased
521	MAI Capital Management Independence, Ohio	$51M	+$2.1M	11	0.5%	Increased
522	VARA Value Aligned Research Advisors Princeton, New Jersey	$50.8M	+$20.4M	2	11.13%	Increased
523	Zurich Insurance Group Zurich, Switzerland	$50.8M	-$35.2M	2	0.44%	Reduced
524	PR Payden & Rygel Los Angeles, California	$50.6M	-$10.6M	4	4.09%	Reduced
525	PRIG Payden & Rygel Investment Group Los Angeles, California	$50.6M	-$10.6M	4	4.09%	Reduced