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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	MUFG Securities EMEA London, United Kingdom	$14.7M	-$77.2M	1	0.15%	Reduced
627	Wolverine Asset Management Chicago, Illinois	$14.7M	+$2.01M	9	0.21%	Increased
628	Gradient Investments Arden Hills, Minnesota	$14.6M	+$272K	7	0.79%	Increased
629	TIP Torray Investment Partners Bethesda, Maryland	$14.6M	+$37.6K	2	3.22%	Increased
630	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$14.5M	-$1.04M	1	3.5%	Reduced
631	PFM Parsec Financial Management Asheville, North Carolina	$14.5M	-$6.09M	1	1.09%	Reduced
632	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$14.4M	+$913K	7	1.42%	Increased
633	AE Wealth Management Topeka, Kansas	$14.3M	+$1.12M	8	0.33%	Increased
634	Aristotle Atlantic Partners Sarasota, Florida	$14.2M	-$89.2K	1	2.18%	Reduced
635	Chicago Capital Chicago, Illinois	$14.2M	-$3.59M	2	1.14%	Reduced
636	KCM Kingdon Capital Management New York	$14.1M	+$3.18M	1	2.59%	Increased
637	Burney Company Reston, Virginia	$14.1M	-$764K	3	1.08%	Reduced
638	YCMGA York Capital Management Global Advisors New York	$14M	-$775K	1	0.83%	Reduced
639	AG Artal Group Luxembourg	$13.9M	+$12.3M	1	0.59%	New
640	Associated Banc-Corp Green Bay, Wisconsin	$13.8M	+$320K	7	0.74%	Increased
641	CIA CCM Investment Advisers Columbia, South Carolina	$13.8M	+$835K	2	2.76%	Increased
642	Kentucky Retirement Systems Frankfort, Kentucky	$13.7M	+$4.39M	6	0.93%	Increased
643	Jupiter Asset Management London, United Kingdom	$13.6M	+$12.1M	3	0.59%	Increased
644	D.A. Davidson & Co Great Falls, Montana	$13.6M	+$2.66M	9	0.27%	Increased
645	GGI Godsey & Gibb Inc Richmond, Virginia	$13.5M	-$881K	1	2.57%	Reduced
646	TC Towle & Co Denver, Colorado	$13.5M	-$15.9M	1	3.28%	Reduced
647	Veritable Wilmington, Delaware	$13.5M	+$1.44M	7	0.33%	Increased
648	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$13.5M	-$1.1M	2	0.62%	Reduced
649	MFAM Motley Fool Asset Management Alexandria, Virginia	$13.4M	-$5.38K	1	1.74%	Reduced
650	Fayez Sarofim & Co Houston, Texas	$13.4M	+$8.74M	3	0.08%	Increased