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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	Rafferty Asset Management New York	$28.7M	+$530K	10	0.28%	Increased
552	Ancora Advisors Cleveland, Ohio	$28.6M	-$5.67M	11	0.92%	Reduced
553	Nicholas Company Milwaukee, Wisconsin	$28.6M	+$2.8M	4	0.54%	Increased
554	United Bank (Virginia) Vienna, Virginia	$28.5M	+$660K	3	4.27%	Increased
555	Stephens Inc Little Rock, Arkansas	$28.5M	+$889K	9	0.51%	Increased
556	Pembroke Management Montreal, Quebec, Canada	$28.4M	-$3.98M	1	2.38%	Reduced
557	William Blair Investment Management Chicago, Illinois	$28.2M	-$111M	1	0.09%	Reduced
558	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$28.2M	-$24.6M	1	1.94%	Reduced
559	Perpetual Investment Management Sydney, Australia	$28.2M	+$29.1M	4	4.16%	New
560	Motley Fool Asset Management Alexandria, Virginia	$28.1M	+$5.75M	2	2.1%	Increased
561	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$28.1M	$0	6	5.05%	Maintained
562	CC Cipher Capital New York	$27.5M	+$14.5M	6	3.32%	Increased
563	NewEdge Advisors New Orleans, Louisiana	$27.5M	+$15.4M	7	0.9%	Increased
564	Anchor Capital Advisors Boston, Massachusetts	$27.5M	-$2.5M	1	0.63%	Reduced
565	TIAA FSB Jacksonville, Florida	$27.5M	+$6.4M	5	0.1%	Increased
566	Crossmark Global Holdings Houston, Texas	$27.2M	+$105K	17	0.69%	Increased
567	MML Investors Services Springfield, Massachusetts	$26.9M	+$1.81M	10	0.29%	Increased
568	SC Sasco Capital Fairfield, Connecticut	$26.9M	+$2.09M	1	3.81%	Increased
569	Sit Investment Associates Minneapolis, Minnesota	$26.9M	-$2.36M	5	0.73%	Reduced
570	Nan Shan Life Insurance Taipei City, Taiwan	$26.8M	-$9.18M	2	0.55%	Reduced
571	Gateway Investment Advisers Cincinnati, Ohio	$26.8M	-$3.62M	5	0.29%	Reduced
572	Tiedemann Advisors New York	$26.8M	-$2.02M	2	1.3%	Reduced
573	First National Trust Hermitage, Pennsylvania	$26.5M	+$844K	4	1.83%	Increased
574	Argent Capital Management St Louis, Missouri	$26.4M	+$218K	1	0.94%	Increased
575	Bank of Nova Scotia Trust Toronto, Ontario, Canada	$26.4M	+$649K	1	2.75%	Increased