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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	NIM NXG Investment Management Dallas, Texas	$22.1M	+$12M	7	2.49%	Increased
552	Vident Investment Advisory Alpharetta, Georgia	$21.9M	+$22.6K	7	1.15%	Increased
553	MIM Manitou Investment Management Toronto, Ontario, Canada	$21.8M	+$1.86K	1	5.59%	Increased
554	NP NS Partners London, United Kingdom	$21.7M	+$6.06M	2	1.6%	Increased
555	Woodline Partners San Francisco, California	$21.6M	+$19.4M	2	0.85%	New
556	PM Pembroke Management Montreal, Quebec, Canada	$21.5M	-$3.62M	1	2.53%	Reduced
557	Norinchukin Bank Tokyo, Japan	$21.5M	-$131K	6	0.37%	Reduced
558	Kovitz Investment Group Partners Chicago, Illinois	$21.4M	-$823K	3	0.66%	Reduced
559	CIBC Private Wealth Group Atlanta, Georgia	$21.4M	-$272M	5	0.1%	Reduced
560	PFC Phocas Financial Corp Alameda, California	$21.3M	-$102K	7	3.69%	Reduced
561	ANI American National Insurance Galveston, Texas	$21.3M	$0	3	1.1%	Maintained
562	Krane Funds Advisors New York	$21.1M	+$13.4M	5	1.26%	Increased
563	ACM Atlanta Capital Management Atlanta, Georgia	$20.9M	+$1.06M	1	0.09%	Increased
564	AP Archon Partners Princeton Junction, New Jersey	$20.9M	$0	1	3.8%	Maintained
565	UBS O'Connor Chicago, Illinois	$20.9M	-$7.7M	5	0.46%	Reduced
566	New Mexico Educational Retirement Board Santa Fe, New Mexico	$20.9M	+$956K	10	0.99%	Increased
567	Harvest Fund Management Beijing, China	$20.6M	+$12.2M	9	1.9%	Increased
568	Erste Asset Management Vienna, Austria	$20.6M	+$3.77M	6	0.82%	Increased
569	MFWM Motley Fool Wealth Management Alexandria, Virginia	$20.6M	+$7.29K	2	1.17%	Increased
570	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$20.6M	+$831K	1	3.07%	Increased
571	Acadian Asset Management Boston, Massachusetts	$20.6M	+$4.14M	19	0.09%	Increased
572	CIA CCM Investment Advisers Columbia, South Carolina	$20.2M	+$5.65M	2	3.45%	Increased
573	Cannell & Spears New York	$20.2M	-$25.8K	7	2.12%	Reduced
574	Becker Capital Management Portland, Oregon	$20.2M	-$4.16M	4	1.14%	Reduced
575	BTP Bloom Tree Partners New York	$20.1M	+$13.6M	1	2.42%	New