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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
551	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$19.2M	+$1.17M	2	2.52%	Increased
552	Hardman Johnston Global Advisors Stamford, Connecticut	$19M	+$3.18M	2	1.11%	Increased
553	Penserra Capital Management Orinda, California	$19M	+$7.27M	9	1.29%	Increased
554	Schonfeld Strategic Advisors New York	$19M	-$133K	10	1.2%	Reduced
555	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$18.9M	+$17.5M	1	2.39%	Increased
556	ANI American National Insurance Galveston, Texas	$18.7M	+$2.27M	3	1.21%	Increased
557	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$18.7M	+$17.5M	2	2.01%	Increased
558	AP Archon Partners Princeton Junction, New Jersey	$18.6M	$0	1	4.03%	Maintained
559	GHA GW Henssler & Associates Kennesaw, Georgia	$18.6M	+$3.07M	2	1.89%	Increased
560	Thompson Siegel & Walmsley Richmond, Virginia	$18.5M	-$7.53M	7	0.44%	Reduced
561	Oppenheimer & Co New York	$18.5M	+$1.36M	13	0.56%	Increased
562	CCP Clough Capital Partners Boston, Massachusetts	$18.4M	+$10.5M	1	1.83%	Increased
563	UBV United Bank (Virginia) Vienna, Virginia	$18.4M	-$106K	3	3.99%	Reduced
564	MFWM Motley Fool Wealth Management Alexandria, Virginia	$18.4M	+$3.34M	2	1.33%	Increased
565	RIM Redpoint Investment Management Sydney, NSW, Australia	$18.3M	+$1.21M	8	1.14%	Increased
566	Magnetar Financial Evanston, Illinois	$18.2M	+$16.4M	1	0.44%	Increased
567	PM Pembroke Management Montreal, Quebec, Canada	$18.2M	+$3.04M	1	2.89%	Increased
568	PFC Phocas Financial Corp Alameda, California	$18M	+$3.75M	7	3.51%	Increased
569	MTC McDaniel Terry & Co Austin, Texas	$17.7M	-$174K	1	3.26%	Reduced
570	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$17.7M	+$2.42M	1	2.63%	Increased
571	AC Alley Company Lake Forest, Illinois	$17.7M	+$16.5M	1	2.04%	Increased
572	ACM Atlanta Capital Management Atlanta, Georgia	$17.6M	-$4.17M	1	0.09%	Reduced
573	Johnson Investment Counsel Cincinnati, Ohio	$17.5M	+$3.88M	10	0.39%	Increased
574	First National Trust Hermitage, Pennsylvania	$17.5M	+$352K	3	1.75%	Increased
575	Cannell & Spears New York	$17.5M	+$17.9M	7	2.14%	Increased