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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	Walleye Capital New York	$65.4M	-$16.3M	23	0.14%	Reduced
502	CCM Corsair Capital Management New York	$65.4M	+$905K	3	15.47%	Increased
503	Prudential plc London, England, United Kingdom	$65M	+$4.67M	12	0.33%	Increased
504	Oppenheimer Asset Management New York	$65M	-$568K	16	0.78%	Reduced
505	Davis Selected Advisers Tucson, Arizona	$64.7M	+$2.82M	3	0.36%	Increased
506	Liontrust Investment Partners London, United Kingdom	$64.5M	$0	5	0.92%	Maintained
507	PR Payden & Rygel Los Angeles, California	$64.1M	+$7.91M	5	4.94%	Increased
508	Advisors Capital Management Ridgewood, New Jersey	$64M	+$9.53M	9	1.04%	Increased
509	TC TownSquare Capital Provo, Utah	$63.9M	+$3.2M	15	0.77%	Increased
510	Braun Stacey Associates New York	$63.8M	-$1.69M	2	2.42%	Reduced
511	BGC Blue Grotto Capital Atlanta, Georgia	$63.7M	+$47.6M	2	11.83%	Increased
512	Nvidia Corp Santa Clara, California	$63.7M	+$40.9M	1	14.7%	New
513	Bridgewater Associates Westport, Connecticut	$63.7M	+$37M	8	0.36%	Increased
514	WhitTier Trust Company Reno, Nevada	$63.4M	+$2.17M	15	1.64%	Increased
515	Quantinno Capital Management New York	$63.3M	+$12.4M	18	0.82%	Increased
516	Heritage Wealth Advisors Richmond, Virginia	$62.9M	+$885K	6	2.95%	Increased
517	Hantz Financial Services Southfield, Michigan	$62.7M	-$9.58M	11	1.11%	Reduced
518	Vestcor Inc Fredericton, New Brunswick, Canada	$62.4M	-$1.79M	15	1.97%	Reduced
519	Metis Global Partners San Diego, California	$62.3M	+$6.62M	10	1.94%	Increased
520	Perpetual Ltd Sydney, New South Wales, Australia	$62.2M	+$15.6M	9	0.67%	Increased
521	Cubist Systematic Strategies Stamford, Connecticut	$62.1M	-$49.1M	9	0.38%	Reduced
522	Badgley Phelps Wealth Managers Seattle, Washington	$62M	+$1.3M	6	1.44%	Increased
523	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$61.5M	-$7.05M	2	0.19%	Reduced
524	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$60.8M	-$54.8M	5	0.98%	Reduced
525	Avantax Advisory Services Dallas, Texas	$60.8M	-$696K	22	0.4%	Reduced