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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	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$79.6M	+$12.8M	6	0.76%	Increased
502	Azora Capital LP Miami, Florida	$79.5M	+$37.9M	2	3.59%	Increased
503	Capital Advisors Inc Tulsa, Oklahoma	$79.3M	+$1.56M	3	1.42%	Increased
504	HM Payson & Co Portland, Maine	$79.3M	+$10.4M	14	1.26%	Increased
505	AHC Adell Harriman & Carpenter Houston, Texas	$79.3M	+$963K	5	5.26%	Increased
506	Oppenheimer & Co New York	$78.8M	-$5.09M	18	1.04%	Reduced
507	ACM Atika Capital Management New York	$78.7M	+$12.3M	1	7.87%	Increased
508	Madison Asset Management Madison, Wisconsin	$78.7M	-$918K	3	0.85%	Reduced
509	Hardman Johnston Global Advisors Stamford, Connecticut	$78M	-$15M	3	3.46%	Reduced
510	NNPTE Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland	$77.8M	+$54.3M	2	9.19%	Increased
511	Nvidia Corp Santa Clara, California	$77.7M	$0	1	1.79%	Maintained
512	ORIO Old Republic International (ORI) Chicago, Illinois	$77.5M	$0	1	3.04%	Maintained
513	PGH Partners Group Holding Baar-Zug, Switzerland	$77.3M	-$5.37M	2	3.63%	Reduced
514	JSC J. Stern & Co London, United Kingdom	$76.9M	+$2.11M	1	6.57%	Increased
515	Menora Mivtachim Holdings Ramat Gan, Israel	$76.7M	$0	1	0.44%	Maintained
516	Emerald Advisers Leola, Pennsylvania	$76.5M	+$14.3M	6	2.8%	Increased
517	ASR Vermogensbeheer Utrecht, Netherlands	$76.2M	+$1.1M	10	0.99%	Increased
518	Douglas Lane & Associates New York	$76M	-$3.16M	5	1.1%	Reduced
519	Oppenheimer Asset Management New York	$75.7M	+$5.28M	20	0.87%	Increased
520	Quilter Plc London, United Kingdom	$75.6M	+$13.8M	1	1.38%	Increased
521	MAI Capital Management Independence, Ohio	$75.5M	+$700K	36	0.52%	Increased
522	TC TwinBeech Capital Purchase, New York	$75.5M	-$97.7M	8	1.71%	Reduced
523	Envestnet Portfolio Solutions Chicago, Illinois	$75.1M	+$1.64M	16	0.28%	Increased
524	CCS Concentric Capital Strategies Stamford, Connecticut	$73.7M	+$44.3M	9	3.27%	Increased
525	Walleye Capital New York	$73.7M	-$16.8M	19	0.29%	Reduced