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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	Meitav Investment House Bene-Beraq, Israel	$86.3M	-$145M	5	0.95%	Reduced
577	JHP James Hambro & Partners London, United Kingdom	$86.2M	+$3.83M	3	3.38%	Increased
578	Carnegie Investment Counsel Pepper Pike, Ohio	$86.2M	-$850K	8	1.68%	Reduced
579	TCA Troluce Capital Advisors Dorado, Puerto Rico	$86M	+$92.1M	5	5.27%	New
580	Mawer Investment Management Calgary, Alberta, Canada	$85.6M	+$11.1M	3	0.55%	Increased
581	ACG Aventail Capital Group New York	$85.4M	-$50.7M	11	4.09%	Reduced
582	ACM Argent Capital Management St Louis, Missouri	$85.3M	+$22.3M	6	2.69%	Increased
583	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$85.1M	-$513K	1	8.88%	Reduced
584	OFI Invest Asset Management Paris, France	$85M	-$46.2M	6	1.12%	Reduced
585	Snyder Capital Management San Francisco, California	$85M	-$17.3M	1	1.65%	Reduced
586	Stock Yards Bank & Trust Louisville, Kentucky	$84.9M	-$1.01M	9	2.64%	Reduced
587	Oberweis Asset Management Lisle, Illinois	$84.5M	+$18.6M	3	2.5%	Increased
588	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$84.4M	+$84M	1	2.44%	New
589	NCGI Next Century Growth Investors Plymouth, Minnesota	$84.2M	-$8.22M	7	6.1%	Reduced
590	SGAM Smith Group Asset Management Dallas, Texas	$83.5M	-$7.03M	3	4.26%	Reduced
591	E. Ohman J:or Asset Management Stockholm, Sweden	$82.7M	-$45.8M	10	2.19%	Reduced
592	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$81.9M	+$6.88M	1	3.07%	Increased
593	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$81.8M	-$15M	1	2.85%	Reduced
594	Gradient Investments Arden Hills, Minnesota	$81.3M	-$550K	5	1.26%	Reduced
595	ArrowMark Colorado Holdings Denver, Colorado	$80.8M	+$1.97M	7	2.15%	Increased
596	Ilex Capital Partners London, United Kingdom	$80.3M	+$22.8M	2	1.98%	Increased
597	Inspire Investing Meridian, Idaho	$80.1M	+$20.5M	14	4.68%	Increased
598	Engineers Gate Manager New York	$79.6M	-$116M	25	1%	Reduced
599	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$79.3M	-$3.34M	1	5.7%	Reduced
600	Van Berkom & Associates Montreal, Quebec, Canada	$79.3M	-$13.2M	1	2.58%	Reduced