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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	CMG Cavalry Management Group San Francisco, California	$35.4M	-$35.5M	1	3.52%	Reduced
527	EULAV Asset Management Sarasota, Florida	$35.3M	+$19.5K	3	0.93%	Increased
528	KS Karpas Strategies Litchfield, Connecticut	$35.1M	+$6.58M	1	11.59%	Increased
529	Mercer Global Advisors Denver, Colorado	$35.1M	+$6.07M	15	0.25%	Increased
530	Dana Investment Advisors Waukesha, Wisconsin	$35.1M	-$956K	4	1.59%	Reduced
531	Bridgewater Associates Westport, Connecticut	$35.1M	-$11.4M	7	0.19%	Reduced
532	Kornitzer Capital Management Shawnee Mission, Kansas	$35M	-$12.9M	5	0.54%	Reduced
533	Waratah Capital Advisors Toronto, Ontario, Canada	$34.9M	-$5.23M	2	0.53%	Reduced
534	Ancora Advisors Cleveland, Ohio	$34.9M	+$758K	11	0.9%	Increased
535	Oak Associates Akron, Ohio	$34.7M	-$23.1K	3	1.98%	Reduced
536	Nicholas Company Milwaukee, Wisconsin	$34.7M	-$1.5K	4	0.61%	Reduced
537	Smith Salley Wealth Management Greensboro, North Carolina	$34.6M	+$708K	4	2.73%	Increased
538	Lincluden Management Mississauga, Ontario, Canada	$34.6M	-$5.38M	2	3.47%	Reduced
539	Barings Charlotte, North Carolina	$34.5M	-$11M	4	0.79%	Reduced
540	HCM Hahn Capital Management Walnut Creek, California	$34.5M	-$1.01M	2	6.74%	Reduced
541	Wolverine Trading Chicago, Illinois	$34.4M	+$20.2M	15	0.04%	Increased
542	Barton Investment Management West Conshohocken, Pennsylvania	$34.4M	-$1.42M	1	2.88%	Reduced
543	Adell Harriman & Carpenter Houston, Texas	$34.2M	+$604K	5	3.56%	Increased
544	Vident Investment Advisory Alpharetta, Georgia	$34.1M	-$1.81M	20	1.03%	Reduced
545	ING Group Amsterdam, Netherlands	$34.1M	-$63.5M	8	0.44%	Reduced
546	United Bank (Virginia) Vienna, Virginia	$34M	-$744K	3	4.55%	Reduced
547	IFM Investors Melbourne, Australia	$33.9M	-$118K	6	0.7%	Reduced
548	Erste Asset Management Vienna, Austria	$33.9M	-$9.28M	7	0.67%	Reduced
549	Vestcor Inc Fredericton, New Brunswick, Canada	$33.8M	-$7.77M	10	1.22%	Reduced
550	RCM Ratan Capital Management Miami Beach, Florida	$33.7M	-$25.6M	2	4.35%	Reduced