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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	J. Stern & Co London, United Kingdom	$61M	+$6.16M	1	5.84%	Increased
502	Hardman Johnston Global Advisors Stamford, Connecticut	$60.6M	-$15.6M	4	2.9%	Reduced
503	Saturna Capital Bellingham, Washington	$60.6M	+$21.7M	7	0.91%	Increased
504	Cullen/Frost Bankers San Antonio, Texas	$59.6M	+$1.67M	17	0.84%	Increased
505	Prudential plc London, England, United Kingdom	$59.3M	+$19.5M	11	0.3%	Increased
506	MAI Capital Management Independence, Ohio	$59.1M	-$1.39M	24	0.45%	Reduced
507	MC MIG Capital Newport Beach, California	$59M	-$31.4M	1	7.34%	Reduced
508	Badgley Phelps Wealth Managers Seattle, Washington	$59M	+$1.11M	6	1.42%	Increased
509	Old Republic International (ORI) Chicago, Illinois	$59M	$0	1	2.29%	Maintained
510	ING Group Amsterdam, Netherlands	$58.9M	-$18.4M	7	0.41%	Reduced
511	First Financial Bankshares Abilene, Texas	$58.7M	-$12.3M	2	1.27%	Reduced
512	ICM Infini Capital Management Central, Hong Kong	$58.3M	+$1.02M	2	58.62%	Increased
513	Heritage Wealth Advisors Richmond, Virginia	$58.2M	+$1.32M	6	2.95%	Increased
514	Eventide Asset Management Boston, Massachusetts	$57.8M	-$62M	3	1.15%	Reduced
515	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$57.6M	+$10.8M	4	0.71%	Increased
516	Carnegie Investment Counsel Pepper Pike, Ohio	$57.4M	+$5.25M	8	1.36%	Increased
517	Vestcor Inc Fredericton, New Brunswick, Canada	$57.3M	+$1.4M	14	1.93%	Increased
518	Sound Shore Management Greenwich, Connecticut	$57.3M	-$2.17M	1	2.01%	Reduced
519	Ethic Inc New York	$57M	+$2.04M	19	1.16%	Increased
520	Banque Pictet & Cie Geneva 73, Switzerland	$56.4M	+$14.5M	6	0.46%	Increased
521	Jones Financial Companies Des Peres, Missouri	$56.1M	+$17.2M	31	0.05%	Increased
522	Aptus Capital Advisors Fairhope, Alabama	$56M	+$2.35M	13	0.58%	Increased
523	Chilton Investment Company Stamford, Connecticut	$55.7M	+$3.33M	2	1.36%	Increased
524	Copeland Capital Management Conshohocken, Pennsylvania	$55.6M	+$12.4M	6	1.11%	Increased
525	SC Shellback Capital Boston, Massachusetts	$55.6M	+$41M	3	5.39%	Increased