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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	Chicago Capital Chicago, Illinois	$73.5M	+$15.4M	7	1.81%	Increased
527	VAM Vert Asset Management Sausalito, California	$73.5M	-$2.31M	4	26.75%	Reduced
528	PM Pembroke Management Montreal, Quebec, Canada	$73.1M	+$19.1M	3	8.85%	Increased
529	Bartlett & Co Wealth Management Cincinnati, Ohio	$73.1M	+$50.1M	12	1.02%	Increased
530	BIC B&I Capital Zurich, Switzerland	$72.7M	-$7.01M	4	24.75%	Reduced
531	Prudential plc London, England, United Kingdom	$72.6M	+$2.07M	10	0.44%	Increased
532	New York Life Investment Management New York	$72.3M	+$678K	10	0.68%	Increased
533	Intermede Investment Partners London, United Kingdom	$72.1M	-$13.4M	1	2.22%	Reduced
534	OAM Ostrum Asset Management Paris, France	$71.3M	+$22M	9	3.34%	Increased
535	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$70.8M	-$4.16M	4	0.93%	Reduced
536	Algert Global San Francisco, California	$70.7M	+$8.15M	12	1.48%	Increased
537	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$70.5M	+$1.11M	2	3.31%	Increased
538	BOK Financial Tulsa, Oklahoma	$70.3M	-$2.32M	12	1.14%	Reduced
539	NAAA New Age Alpha Advisors Rye, New York	$70.2M	+$11.2M	13	3.08%	Increased
540	Avantax Advisory Services Dallas, Texas	$70.1M	+$6.77M	25	0.39%	Increased
541	Ethic Inc New York	$70M	+$3.01M	19	1.25%	Increased
542	Marex Group London,	$69.8M	-$15.4M	10	0.61%	Reduced
543	SLF Sun Life Financial Toronto, Ontario, Canada	$69.8M	+$432K	3	3.82%	Increased
544	Davidson Kempner Capital Management New York	$69.6M	+$4.46M	3	1%	Increased
545	PS Presima Securities Montreal, Quebec, Canada	$69.5M	-$43M	3	15.98%	Reduced
546	WhitTier Trust Company Reno, Nevada	$69M	+$1.37M	15	1.56%	Increased
547	Heritage Wealth Advisors Richmond, Virginia	$68.7M	+$103K	6	3.26%	Increased
548	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$68.5M	-$5M	2	1.52%	Reduced
549	Ariel Investments Chicago, Illinois	$68.4M	+$8.44M	1	0.78%	Increased
550	LMR Partners London, United Kingdom	$67.9M	+$37.4M	6	0.49%	Increased