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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	Ossiam Paris, France	$46.5M	-$52.4M	10	0.65%	Reduced
577	Evercore Wealth Management New York	$46.2M	+$51.1M	7	0.74%	Increased
578	J. Safra Sarasin Holding	$45.1M	-$10.1M	8	0.82%	Reduced
579	NEOS Investment Management Westport, Connecticut	$45.1M	+$17.5M	9	0.86%	Increased
580	CCM Corsair Capital Management New York	$44.9M	-$927K	3	11.36%	Reduced
581	United Capital Financial Advisors Irving, Texas	$44.9M	-$1.1M	11	0.38%	Reduced
582	Hantz Financial Services Southfield, Michigan	$44.8M	-$2.32M	21	0.79%	Reduced
583	D.A. Davidson & Co Great Falls, Montana	$44.7M	+$7.93M	15	0.36%	Increased
584	Dana Investment Advisors Waukesha, Wisconsin	$44.7M	+$14.4M	7	1.6%	Increased
585	TC Triata Capital Hong Kong	$44.7M	-$94M	2	10.11%	Reduced
586	IEQ Capital Foster City, California	$44.7M	+$7.93M	17	0.36%	Increased
587	F.L. Putnam Investment Management Lynnfield, Massachusetts	$44.6M	-$6.51M	9	0.84%	Reduced
588	JLBC J.L. Bainbridge & Co Sarasota, Florida	$44.4M	-$6.37M	1	4.46%	Reduced
589	Mawer Investment Management Calgary, Alberta, Canada	$44.2M	+$58.4M	1	0.21%	New
590	ROC Running Oak Capital Edina, Minnesota	$44.1M	+$10.3M	3	5.32%	Increased
591	AssetMark Inc Concord, California	$44M	-$5.22M	21	0.12%	Reduced
592	Cookson Peirce & Co Pittsburgh, Pennsylvania	$43.7M	-$48.4M	3	2.2%	Reduced
593	Jain Global New York	$43.6M	+$46.7M	10	0.52%	Increased
594	Nvidia Corp Santa Clara, California	$43.4M	$0	1	3.78%	Maintained
595	Brinker Capital Investments Berwyn, Pennsylvania	$42.9M	+$3.74M	20	0.42%	Increased
596	Orion Portfolio Solutions Omaha, Nebraska	$42.9M	+$3.74M	20	0.42%	Increased
597	Hudson Bay Capital Management Stamford, Connecticut	$42.9M	-$111M	8	0.13%	Reduced
598	Hancock Whitney Gulfport, Mississippi	$42.6M	+$7.92M	10	1.39%	Increased
599	Needham Investment Management New York	$42.5M	+$756K	6	3.98%	Increased
600	U.S. Capital Wealth Advisors Austin, Texas	$42.5M	+$8.97M	12	1.3%	Increased