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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	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$55.3M	+$252K	5	0.78%	Increased
527	Tocqueville Asset Management New York	$55.3M	-$3.85M	6	0.9%	Reduced
528	HIM HughesLittle Investment Management Vancouver,	$54.9M	+$192K	1	11.44%	Increased
529	Oppenheimer Asset Management New York	$54.6M	+$577K	18	0.68%	Increased
530	HCM Harspring Capital Management New York	$54.2M	-$11.1M	1	20.74%	Reduced
531	TC TownSquare Capital Provo, Utah	$54.1M	+$6.45M	17	0.58%	Increased
532	Lido Advisors Los Angeles, California	$54.1M	+$16.6M	13	0.24%	Increased
533	Private Advisor Group Morristown, New Jersey	$53.9M	+$15.5M	23	0.33%	Increased
534	Empowered Funds Havertown, Pennsylvania	$53.8M	+$28.4M	14	0.77%	Increased
535	Brandes Investment Partners La Jolla, California	$53.6M	-$2.87M	2	0.55%	Reduced
536	Curi RMB Capital Chicago, Illinois	$53.5M	-$1.91M	6	1.32%	Reduced
537	HM Payson & Co Portland, Maine	$53.2M	+$1.66M	15	0.93%	Increased
538	Advisors Capital Management Ridgewood, New Jersey	$53.1M	+$4.11M	6	0.82%	Increased
539	Ferguson Wellman Capital Management Portland, Oregon	$53M	+$213K	5	1.03%	Increased
540	BWC Blue Whale Capital London, United Kingdom	$52.9M	+$17.6M	1	4.28%	Increased
541	Private Management Group Irvine, California	$51.9M	+$9.86M	2	1.85%	Increased
542	Oversea-Chinese Banking Corp (OCBC) Singapore	$51.7M	+$712K	6	1.47%	Increased
543	Avantax Advisory Services Dallas, Texas	$51.2M	+$3.56M	22	0.31%	Increased
544	Granahan Investment Management Waltham, Massachusetts	$51.2M	+$40.6M	3	2.55%	Increased
545	Emerald Advisers Leola, Pennsylvania	$50.9M	-$226K	5	2.29%	Reduced
546	WCM Investment Management Laguna Beach, California	$50.9M	+$17.5M	5	0.13%	Increased
547	NAAA New Age Alpha Advisors Rye, New York	$50.9M	-$22.9M	12	2.28%	Reduced
548	WhitTier Trust Company Reno, Nevada	$50.7M	+$1.5M	14	1.28%	Increased
549	Atria Investments Charlotte, North Carolina	$50.7M	-$1.32M	19	0.65%	Reduced
550	GLCM Greenlea Lane Capital Management Weston, Connecticut	$50.7M	-$1.56M	1	17.52%	Reduced