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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
526	LCM Logan Capital Management Newtown Square, Pennsylvania	$127M	+$102M	6	4.71%	New
527	Aristotle Capital Management Los Angeles, California	$126M	-$7.39M	2	0.26%	Reduced
528	WHGAM Wealth High Governance Asset Management Sao Paulo,	$126M	+$45.4M	5	13.37%	Increased
529	EP Wealth Advisors Torrance, California	$126M	+$64.2M	18	0.48%	Increased
530	D.A. Davidson & Co Great Falls, Montana	$125M	-$5.47M	20	0.69%	Reduced
531	ACG Aventail Capital Group New York	$125M	+$2.08M	12	7.18%	Increased
532	C Chescapmanager Baltimore, Maryland	$125M	-$15.9M	1	10.61%	Reduced
533	Private Advisor Group Morristown, New Jersey	$124M	-$93.6M	28	0.57%	Reduced
534	ACM Analog Century Management New York	$124M	+$2.9M	1	4.54%	Increased
535	PP Pertento Partners London, United Kingdom	$124M	-$40.5M	1	6.67%	Reduced
536	E. Ohman J:or Asset Management Stockholm, Sweden	$124M	+$22.9M	10	2.87%	Increased
537	SCM Steadfast Capital Management New York	$123M	+$99.5M	8	3.78%	Increased
538	Banco Santander Madrid, Spain	$123M	+$54.9M	11	0.76%	Increased
539	BOK Financial Tulsa, Oklahoma	$122M	-$8.34M	12	1.69%	Reduced
540	Nishkama Capital LLC Dorado, Puerto Rico	$121M	-$39.4M	2	3.74%	Reduced
541	Wealthfront Advisers Palo Alto, California	$121M	+$4.51M	21	0.23%	Increased
542	Bartlett & Co Wealth Management Cincinnati, Ohio	$121M	+$3.14M	20	1.51%	Increased
543	Andra AP-fonden Goteborg, Sweden	$120M	+$3.33M	11	1.38%	Increased
544	ECM Engle Capital Management Greenwich, Connecticut	$120M	-$41.8M	5	32.89%	Reduced
545	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$120M	-$2.13M	13	1.51%	Reduced
546	Oppenheimer & Co New York	$120M	+$4.12M	22	1.28%	Increased
547	Engineers Gate Manager New York	$119M	+$9.79M	34	1.54%	Increased
548	F.L. Putnam Investment Management Lynnfield, Massachusetts	$119M	+$41.6M	15	1.41%	Increased
549	Oberweis Asset Management Lisle, Illinois	$118M	+$2.66M	3	2.44%	Increased
550	Foundations Investment Advisors Phoenix, Arizona	$118M	+$13.8M	17	1.22%	Increased