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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	Allworth Financial Folsom, California	$93.9M	+$5.6M	41	0.38%	Increased
502	Cincinnati Insurance Fairfield, Ohio	$93.4M	$0	2	1.43%	Maintained
503	James Hambro & Partners London, United Kingdom	$93.3M	+$90.9M	3	3.33%	Increased
504	Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$93.3M	-$14.4M	1	6.4%	Reduced
505	Steward Partners Investment Advisory New York	$91.8M	+$7.29M	37	0.5%	Increased
506	Spyglass Capital Management San Francisco, California	$91.4M	+$12M	1	4.57%	Increased
507	Lighthouse Investment Partners Palm Beach Gardens, Florida	$91.2M	+$38.6M	15	2.74%	Increased
508	LMR Partners London, United Kingdom	$91.1M	+$43.7M	11	0.17%	Increased
509	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$90.7M	+$21.9M	3	12.21%	Increased
510	Granahan Investment Management Waltham, Massachusetts	$90.7M	-$17.3M	4	3.88%	Reduced
511	Sora Investors Bryn Mawr, Pennsylvania	$90.5M	+$41.4M	5	7.79%	Increased
512	Mediolanum International Funds Dublin 1, Ireland	$90.5M	-$29.8M	7	0.9%	Reduced
513	Marathon Asset Management (UK) London, United Kingdom	$90.2M	-$5.61M	1	3.47%	Reduced
514	HM Payson & Co Portland, Maine	$90M	-$807K	16	1.27%	Reduced
515	Cresset Asset Management Chicago, Illinois	$89.8M	+$1.68M	22	0.38%	Increased
516	Tocqueville Asset Management New York	$89.6M	-$2.3M	6	1.31%	Reduced
517	MAI Capital Management Independence, Ohio	$89M	+$10.1M	38	0.51%	Increased
518	Envestnet Portfolio Solutions Chicago, Illinois	$89M	-$516K	16	0.31%	Reduced
519	Reinhart Partners Mequon, Wisconsin	$88.4M	-$34M	1	2.65%	Reduced
520	Quilter Plc London, United Kingdom	$88.1M	+$4.16M	1	1.48%	Increased
521	Douglas Lane & Associates New York	$87.6M	+$3.31M	5	1.2%	Increased
522	Needham Investment Management New York	$87.6M	+$6.98M	6	5.53%	Increased
523	AFC Alpine Fox Capital Las Vegas, Nevada	$87.4M	-$17.7M	3	46.12%	Reduced
524	Capital Advisors Inc Tulsa, Oklahoma	$87.1M	+$1.77M	6	1.4%	Increased
525	Turtle Creek Asset Management Toronto, Ontario, Canada	$87M	-$16.7M	1	3.83%	Reduced