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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
601	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$33.7M	+$641K	8	0.45%	Increased
602	Meag Munich Ergo Munich, Germany	$33.5M	+$25.8M	3	2.38%	Increased
603	Ossiam Paris, France	$33.2M	+$18M	6	0.87%	Increased
604	Anchor Capital Advisors Boston, Massachusetts	$32.7M	-$1.31M	1	0.65%	Reduced
605	SIM Sadoff Investment Management Milwaukee, Wisconsin	$32.7M	+$99.8K	1	1.91%	Increased
606	CM Cartica Management Washington, District of Columbia	$32.6M	-$1.46M	1	6.9%	Reduced
607	WCM Investment Management Laguna Beach, California	$32.6M	+$7.29K	2	0.07%	Increased
608	Waratah Capital Advisors Toronto, Ontario, Canada	$32.6M	-$6.76M	2	0.55%	Reduced
609	Gradient Investments Arden Hills, Minnesota	$32.5M	-$4.78M	10	0.82%	Reduced
610	Wolverine Trading Chicago, Illinois	$32.5M	-$7.2M	15	0.04%	Reduced
611	Ferguson Wellman Capital Management Portland, Oregon	$32.2M	+$463K	3	0.94%	Increased
612	Sit Investment Associates Minneapolis, Minnesota	$32.1M	+$1.22M	6	0.75%	Increased
613	Glazer Capital LLC New York	$31.9M	+$24.7M	1	0.78%	Increased
614	RCM Ratan Capital Management Miami Beach, Florida	$31.6M	-$3.17M	1	4.82%	Reduced
615	Fisher Asset Management Camas, Washington	$31.4M	-$25.1M	5	0.02%	Reduced
616	MAP Moody Aldrich Partners Marblehead, Massachusetts	$31.2M	+$8.39M	4	4.35%	Increased
617	Synovus Financial Columbus, Georgia	$31.2M	-$1.14M	7	0.31%	Reduced
618	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$31.1M	-$109K	3	2.02%	Reduced
619	MAI Capital Management Independence, Ohio	$31.1M	+$1.78M	7	0.5%	Increased
620	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$30.9M	-$2.78M	2	2.68%	Reduced
621	CMG Cavalry Management Group San Francisco, California	$30.8M	-$5.44M	1	3.5%	Reduced
622	SC Sasco Capital Fairfield, Connecticut	$30.7M	-$7.21M	1	3.53%	Reduced
623	Becker Capital Management Portland, Oregon	$30.5M	-$297K	4	1.21%	Reduced
624	Stephens Inc Little Rock, Arkansas	$30.5M	-$1.51M	10	0.46%	Reduced
625	CCM Cinctive Capital Management New York	$30.4M	+$12.9M	4	1.34%	Increased