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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	WhitTier Trust Company Reno, Nevada	$50.7M	+$3.87M	12	1.46%	Increased
527	NA Navellier & Associates Reno, Nevada	$50.4M	+$11.1M	7	6.21%	Increased
528	Oppenheimer & Co New York	$50.2M	+$4.15M	15	0.83%	Increased
529	LM Lincluden Management Mississauga, Ontario, Canada	$50M	+$5.51M	2	5.94%	Increased
530	United Capital Financial Advisors Irving, Texas	$49.7M	-$4.51M	10	0.41%	Reduced
531	AIA Group Hong Kong	$49.6M	+$14M	4	1.62%	Increased
532	Ethic Inc New York	$49.4M	+$5.08M	17	1.25%	Increased
533	Dana Investment Advisors Waukesha, Wisconsin	$49.2M	+$9.78M	8	1.64%	Increased
534	MAI Capital Management Independence, Ohio	$49.1M	+$8.39M	11	0.51%	Increased
535	TC TownSquare Capital Provo, Utah	$48.7M	-$833K	13	0.71%	Reduced
536	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$48.5M	+$1.22M	9	1.05%	Increased
537	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$48.3M	+$5.7M	2	3.59%	Increased
538	Walleye Capital New York	$48.2M	-$16.7M	19	0.09%	Reduced
539	Mediolanum International Funds Dublin 1, Ireland	$48.2M	+$44M	6	0.78%	New
540	DAM Delta Asset Management Memphis, Tennessee	$48.2M	-$497K	10	4.26%	Reduced
541	SCA Snowden Capital Advisors New York	$48.1M	+$763K	14	1.5%	Increased
542	Wealthfront Advisers Palo Alto, California	$48.1M	+$744K	9	0.17%	Increased
543	Boston Financial Management Boston, Massachusetts	$48.1M	-$30.7M	5	1.53%	Reduced
544	Vanguard Personalized Indexing Management Oakland, California	$48M	+$4.58M	23	1.03%	Increased
545	Snyder Capital Management San Francisco, California	$47.3M	+$2.48M	1	1.01%	Increased
546	Heritage Wealth Advisors Richmond, Virginia	$47.2M	+$1.84M	5	2.15%	Increased
547	AC AltraVue Capital Bellevue, Washington	$47.2M	-$9.11M	1	5.12%	Reduced
548	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$47.1M	+$3.98M	5	3.96%	Increased
549	Metis Global Partners San Diego, California	$47.1M	+$1.13M	9	1.71%	Increased
550	Swiss Life Asset Management Zurich,	$46.8M	-$37.2M	7	0.65%	Reduced