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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	Boothbay Fund Management New York	$44.3M	+$1.64M	15	1.13%	Increased
527	Oribel Capital Management New York	$44.3M	+$21.3M	2	2.93%	Increased
528	Global Alpha Capital Management Montreal, Quebec, Canada	$44.3M	+$22.8M	2	3.56%	Increased
529	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$44M	-$2.39M	10	0.93%	Reduced
530	TIAA Trust, National Association Charlotte, North Carolina	$44M	+$1.55M	6	0.15%	Increased
531	Steward Partners Investment Advisory New York	$44M	+$469K	24	0.59%	Increased
532	Metis Global Partners San Diego, California	$43.7M	+$345K	9	1.74%	Increased
533	Heritage Wealth Advisors Richmond, Virginia	$43.4M	+$3.33M	5	2.16%	Increased
534	Oasis Management Company Grand Cayman, Cayman Islands	$43M	-$119M	2	7.92%	Reduced
535	Boston Trust Walden Boston, Massachusetts	$42.8M	+$259K	3	0.32%	Increased
536	Aristotle Atlantic Partners Sarasota, Florida	$42.7M	+$2.68M	2	1.5%	Increased
537	Atria Investments Charlotte, North Carolina	$42.6M	-$1.4M	9	0.66%	Reduced
538	Lincluden Management Mississauga, Ontario, Canada	$42.6M	-$6.5M	2	5.17%	Reduced
539	Castle Hook Partners New York	$42.6M	+$38.3M	1	0.53%	Increased
540	Kestra Advisory Services Austin, Texas	$42.2M	+$2.01M	14	0.34%	Increased
541	Tocqueville Asset Management New York	$42.2M	-$542K	6	0.77%	Reduced
542	Wealthfront Advisers Palo Alto, California	$42.2M	+$688K	9	0.16%	Increased
543	SCA Snowden Capital Advisors New York	$42M	+$4.11M	14	1.6%	Increased
544	Beck Mack & Oliver New York	$41.8M	-$1.26M	2	0.97%	Reduced
545	Covea Finance Paris, France	$41.7M	$0	2	2.03%	Maintained
546	HIM HughesLittle Investment Management Vancouver,	$41.7M	$0	1	10.69%	Maintained
547	Grassi Investment Management Santa Clara, California	$41.2M	+$6.89M	2	4.33%	Increased
548	Reinhart Partners Mequon, Wisconsin	$41.1M	+$33.7M	1	1.81%	New
549	Nicholas Investment Partners Rancho Santa Fe, California	$41.1M	+$4.64M	4	4.81%	Increased
550	Ferguson Wellman Capital Management Portland, Oregon	$41.1M	+$1.59M	4	0.92%	Increased