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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	Bartlett & Co Wealth Management Cincinnati, Ohio	$83.8M	+$6.99M	13	1.11%	Increased
527	Carson Wealth (CWM LLC) Omaha, Nebraska	$83M	+$27M	37	0.25%	Increased
528	Y-Intercept (HK) Hong Kong	$82.6M	-$2.75M	19	1.98%	Reduced
529	Madison Asset Management Madison, Wisconsin	$81.9M	-$3.61M	3	0.9%	Reduced
530	NPIC Neumeier Poma Investment Counsel Carmel, California	$81.9M	-$6.75M	3	6.7%	Reduced
531	Chicago Capital Chicago, Illinois	$81.8M	+$303K	7	2.01%	Increased
532	Rakuten Investment Management Tokyo, Japan	$81.7M	+$285M	8	0.29%	New
533	Prudential plc London, England, United Kingdom	$81.6M	+$5.91M	10	0.6%	Increased
534	AHC Adell Harriman & Carpenter Houston, Texas	$81.5M	+$1.39M	5	4.95%	Increased
535	GA GRS Advisors Chicago, Illinois	$81.4M	-$35.2M	2	7.62%	Reduced
536	ORIO Old Republic International (ORI) Chicago, Illinois	$81.2M	$0	1	3.01%	Maintained
537	ZP Zimmer Partners New York	$80.8M	-$20.5M	7	1.75%	Reduced
538	Cincinnati Insurance Fairfield, Ohio	$80.8M	$0	2	1.25%	Maintained
539	BRIM Broad Run Investment Management Arlington, Virginia	$80.3M	-$4.68M	2	13.15%	Reduced
540	VAM Vert Asset Management Sausalito, California	$79.8M	+$5.13M	4	26.85%	Increased
541	Hardman Johnston Global Advisors Stamford, Connecticut	$79.7M	-$12.6M	3	3.91%	Reduced
542	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$79.6M	+$5.23M	2	1.69%	Increased
543	Trexquant Investment Stamford, Connecticut	$79.6M	+$29.8M	14	0.82%	Increased
544	Gateway Investment Advisers Cincinnati, Ohio	$79.5M	-$6.82M	7	0.77%	Reduced
545	Kornitzer Capital Management Shawnee Mission, Kansas	$79M	+$11.3M	11	1.59%	Increased
546	BGC Blue Grotto Capital Atlanta, Georgia	$78.9M	-$56.7M	1	9.15%	Reduced
547	QRG Capital Management Chicago, Illinois	$78.8M	-$37.5M	18	0.95%	Reduced
548	ASR Vermogensbeheer Utrecht, Netherlands	$78.6M	-$310K	10	0.95%	Reduced
549	New York Life Investment Management New York	$78.4M	+$1.32M	11	0.69%	Increased
550	SM Scoggin Management New York	$78.2M	+$12.2M	1	12.24%	Increased