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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	MAMU Marathon Asset Management (UK) London, United Kingdom	$79M	-$321K	1	3.03%	Reduced
602	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$78.7M	-$30.8M	3	18.43%	Reduced
603	Foundations Investment Advisors Phoenix, Arizona	$77.8M	+$2.48M	12	0.96%	Increased
604	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$77.6M	-$587K	2	3.77%	Reduced
605	Benjamin Edwards Inc Clayton, Missouri	$77.4M	+$3.88M	15	0.77%	Increased
606	Rakuten Investment Management Tokyo, Japan	$76.8M	+$8.19M	7	0.16%	Increased
607	CCM Clearfield Capital Management New York	$76.7M	-$14.3M	6	40.85%	Reduced
608	Wolverine Asset Management Chicago, Illinois	$76.3M	-$64.8M	17	0.73%	Reduced
609	Brinker Capital Investments Berwyn, Pennsylvania	$76M	-$7.74M	23	0.65%	Reduced
610	United Capital Financial Advisors Irving, Texas	$75.7M	+$464K	19	0.47%	Increased
611	IMC Chicago Chicago, Illinois	$75.6M	+$9.06M	22	0.03%	Increased
612	ABN AMRO Investment Solutions Paris Cedex 008,	$75.3M	+$8.97M	13	0.98%	Increased
613	Regions Financial Corp Birmingham, Alabama	$75.2M	-$56.7M	15	0.49%	Reduced
614	First Financial Bankshares Abilene, Texas	$75.1M	-$15.6M	1	1.52%	Reduced
615	NIP Nicholas Investment Partners Rancho Santa Fe, California	$74.9M	+$34M	7	5.41%	Increased
616	Life Cycle Investment Partners London,	$74.6M	+$22.6M	2	0.48%	Increased
617	AFC Alpine Fox Capital Las Vegas, Nevada	$74.1M	-$3.68M	2	48.15%	Reduced
618	Kornitzer Capital Management Shawnee Mission, Kansas	$73.8M	-$16.6M	11	1.59%	Reduced
619	Brevan Howard Capital Management St. Helier, Jersey	$73.2M	+$33.8M	31	0.65%	Increased
620	Banque Pictet & Cie Geneva 73, Switzerland	$73.1M	+$6.52M	7	0.52%	Increased
621	Prudential plc London, England, United Kingdom	$72.4M	+$404K	11	0.42%	Increased
622	ORIO Old Republic International (ORI) Chicago, Illinois	$72.1M	-$5.46M	1	2.87%	Reduced
623	Advisors Capital Management Ridgewood, New Jersey	$72M	+$752K	10	0.84%	Increased
624	Weiss Asset Management Boston, Massachusetts	$71.8M	-$56.2M	9	1.21%	Reduced
625	Danica Pension Livsforsikrings Copenhagen V,	$71.6M	-$58.9M	2	1.34%	Reduced