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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
626	Inspire Investing Meridian, Idaho	$95.1M	-$912K	18	3.91%	Reduced
627	Sarasin & Partners London, United Kingdom	$94.9M	+$885K	1	1.11%	Increased
628	Lighthouse Investment Partners Palm Beach Gardens, Florida	$94.7M	+$16.9M	16	2.59%	Increased
629	Aptus Capital Advisors Fairhope, Alabama	$94.1M	+$13.4M	20	0.64%	Increased
630	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$93.3M	-$14M	11	0.63%	Reduced
631	JHP James Hambro & Partners London, United Kingdom	$93.2M	+$2.62M	3	3.37%	Increased
632	GIM Goodlander Investment Management Dallas, Texas	$92.9M	-$1.95M	4	28.04%	Reduced
633	Stratos Wealth Partners Beachwood, Ohio	$92.8M	-$5.74M	20	0.93%	Reduced
634	ASR Vermogensbeheer Utrecht, Netherlands	$92M	-$19.4M	12	0.95%	Reduced
635	SFG Sather Financial Group Victoria, Texas	$91.4M	+$245K	2	5.25%	Increased
636	Avanza Fonder Stockholm, Sweden	$91.3M	+$13.6M	11	1.99%	Increased
637	Voleon Capital Management Berkeley, California	$91.2M	+$37.4M	13	1.66%	Increased
638	AGAM Avalon Global Asset Management San Francisco, California	$90.9M	+$1.27M	3	9.91%	Increased
639	Waverly Advisors Birmingham, Alabama	$90.9M	+$14.8M	17	0.53%	Increased
640	Benjamin Edwards Inc Clayton, Missouri	$90.8M	+$3.54M	15	0.83%	Increased
641	First Financial Bankshares Abilene, Texas	$89.9M	+$346K	1	1.68%	Increased
642	Carnegie Investment Counsel Pepper Pike, Ohio	$89.5M	-$17.8M	8	1.79%	Reduced
643	OAM Ostrum Asset Management Paris, France	$89.5M	+$11.3M	12	4.31%	Increased
644	Centiva Capital New York	$89.3M	+$56.7M	22	0.78%	Increased
645	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$89.2M	-$389K	1	8.14%	Reduced
646	Curi RMB Capital Chicago, Illinois	$89.1M	+$5.3M	15	1.37%	Increased
647	Cartenna Capital Stamford, Connecticut	$88.2M	+$28.6M	2	2.1%	Increased
648	Stock Yards Bank & Trust Louisville, Kentucky	$88.1M	-$6.67M	9	2.52%	Reduced
649	Merit Financial Group Alpharetta, Georgia	$87.8M	+$14.1M	23	0.54%	Increased
650	SFM Systematic Financial Management Teaneck, New Jersey	$87.8M	-$65.9M	4	1.75%	Reduced