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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
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$63.1M +$18.4M 3 0.53% Increased
577
Wealthfront Advisers
Wealthfront Advisers
California
$63M +$1.93M 12 0.16% Increased
578
Advisors Capital Management
Advisors Capital Management
New Jersey
$62.6M +$2M 8 0.86% Increased
579
C
Chescapmanager
Maryland
$62.2M $0 1 6.87% Maintained
580
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$62.1M -$9.79M 5 0.43% Reduced
581
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$61.6M +$30.7M 18 0.36% Increased
582
NPIC
Neumeier Poma Investment Counsel
California
$61.6M -$2.14M 3 5.73% Reduced
583
Brandes Investment Partners
Brandes Investment Partners
California
$61.3M -$14.6M 2 0.55% Reduced
584
Private Management Group
Private Management Group
California
$61.3M +$125K 2 1.99% Increased
585
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$61M +$160K 7 2.04% Increased
586
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$60.9M +$7.34M 14 0.26% Increased
587
Chilton Investment Company
Chilton Investment Company
Connecticut
$60.5M -$11M 1 1.34% Reduced
588
Curi RMB Capital
Curi RMB Capital
Illinois
$60.4M +$1.3M 7 1.15% Increased
589
Citizens Financial Group
Citizens Financial Group
Rhode Island
$60.3M +$14.4M 7 0.97% Increased
590
VHMC
Value Holdings Management Company
New York
$60.3M $0 1 10.64% Maintained
591
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$59.9M +$10.4M 17 1.47% Increased
592
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$59.9M +$1.3M 16 1.06% Increased
593
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$59.1M +$3.73M 22 0.5% Increased
594
GLCM
Greenlea Lane Capital Management
Connecticut
$58.9M -$845K 1 16.57% Reduced
595
Ossiam
Ossiam
France
$58.4M +$11.9M 11 0.66% Increased
596
Snyder Capital Management
Snyder Capital Management
California
$58.4M +$2.11M 1 1.24% Increased
597
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$58.3M +$19.7M 1 0.3% Increased
598
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$58.1M -$11.8M 14 0.47% Reduced
599
Granahan Investment Management
Granahan Investment Management
Massachusetts
$58.1M -$9.12M 3 2.36% Reduced
600
MTC
McDaniel Terry & Co
Texas
$57.6M +$2.82M 2 4.72% Increased
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