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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
576	Private Advisor Group Morristown, New Jersey	$43.8M	+$3.38M	21	0.29%	Increased
577	Artemis Investment Management Edinburgh, United Kingdom	$43.5M	-$59.8M	2	0.58%	Reduced
578	Carson Wealth (CWM LLC) Omaha, Nebraska	$43.5M	+$891K	32	0.21%	Increased
579	PM Pembroke Management Montreal, Quebec, Canada	$43.4M	+$888K	3	5.84%	Increased
580	Kornitzer Capital Management Shawnee Mission, Kansas	$43.2M	+$15.9M	7	0.82%	Increased
581	Alpha Cubed Investments Irvine, California	$43.1M	+$10.9M	4	2.06%	Increased
582	Beck Mack & Oliver New York	$43.1M	-$1.49M	2	0.89%	Reduced
583	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$43.1M	-$20.6M	1	4.29%	Reduced
584	HIM HughesLittle Investment Management Vancouver,	$43.1M	$0	1	9.45%	Maintained
585	Dai-ichi Life Insurance Company Tokyo, Japan	$43M	+$6.15M	9	1.05%	Increased
586	1WCM 12 West Capital Management New York	$42.9M	$0	1	4.41%	Maintained
587	GIP Granite Investment Partners El Segundo, California	$42.7M	+$6.93M	2	1.77%	Increased
588	BAM BOCHK Asset Management Hong Kong	$42.6M	+$20.3M	4	13.91%	Increased
589	LM Lincluden Management Mississauga, Ontario, Canada	$42.2M	-$7.34M	2	5.13%	Reduced
590	WAM WT Asset Management Hong Kong	$41.5M	-$40.4M	1	4.04%	Reduced
591	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$41.5M	-$1.66M	13	0.8%	Reduced
592	ACM Argent Capital Management St Louis, Missouri	$41.5M	-$529K	1	1.22%	Reduced
593	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$41.4M	-$9.08M	9	0.89%	Reduced
594	Lido Advisors Los Angeles, California	$41.3M	+$9.41M	11	0.23%	Increased
595	Quantbot Technologies New York	$41.1M	+$29M	9	1.99%	Increased
596	Emerald Advisers Leola, Pennsylvania	$40.8M	+$25.3M	4	1.71%	Increased
597	Gulf International Bank (UK) London, United Kingdom	$40.7M	-$1.1M	10	1.03%	Reduced
598	AMG Ace Management Global Sao Paulo, Brazil	$40.7M	+$41.9M	1	11.95%	New
599	Chilton Investment Company Stamford, Connecticut	$40.5M	+$2.41M	3	1.14%	Increased
600	MFWM Motley Fool Wealth Management Alexandria, Virginia	$40.4M	-$17.6M	1	2.06%	Reduced