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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	Premier Fund Managers Guildford, United Kingdom	$16.3M	+$14.3M	3	1.01%	New
627	Mercer Global Advisors Denver, Colorado	$16.3M	+$1.51M	8	0.3%	Increased
628	Banco Santander Madrid, Spain	$16.2M	-$36.7M	2	0.21%	Reduced
629	LVM Capital Management Portage, Michigan	$16.2M	-$91.3K	1	3.33%	Reduced
630	TC Towle & Co Denver, Colorado	$16.2M	-$278K	1	3.04%	Reduced
631	CA Cullinan Associates Louisville, Kentucky	$16.2M	+$4.59M	3	1.13%	Increased
632	Electron Capital Partners New York	$16.1M	+$5.43M	1	1.77%	Increased
633	Nicholas Investment Partners Rancho Santa Fe, California	$16M	-$833K	2	3.26%	Reduced
634	Phoenix Financial Givatayim, Israel	$16M	-$20.3M	1	0.68%	Reduced
635	Ziegler Capital Management Chicago, Illinois	$16M	-$9.9M	3	0.51%	Reduced
636	WesBanco Bank Wheeling, West Virginia	$15.8M	-$398K	7	0.78%	Reduced
637	Personal Capital Advisors Redwood City, California	$15.7M	-$312K	2	0.13%	Reduced
638	Dearborn Partners Chicago, Illinois	$15.6M	-$469K	2	0.84%	Reduced
639	Bridgewater Associates Westport, Connecticut	$15.5M	-$4.5M	6	0.26%	Reduced
640	Foster & Motley Cincinnati, Ohio	$15.4M	+$1.05M	7	1.92%	Increased
641	SM Selkirk Management Chatham, New Jersey	$15.4M	+$305K	2	6.59%	Increased
642	LMR Partners London, United Kingdom	$15.4M	+$13.6M	7	0.38%	Increased
643	Johnson Investment Counsel Cincinnati, Ohio	$15.3M	-$3.94M	7	0.31%	Reduced
644	DigitalBridge Group Boca Raton, Florida	$15.3M	-$8.63M	3	16.07%	Reduced
645	Godsey & Gibb Inc Richmond, Virginia	$15.2M	-$6.58K	1	2.43%	Reduced
646	GAMCO Investors Greenwich, Connecticut	$15.2M	-$1.03M	5	0.17%	Reduced
647	Motley Fool Asset Management Alexandria, Virginia	$15.2M	+$129K	1	1.52%	Increased
648	Nottingham Advisors Amherst, New York	$15.2M	+$636K	1	0.92%	Increased
649	Meiji Yasuda Asset Management Tokyo, Japan	$15.1M	+$1.9M	5	1.44%	Increased
650	Rathbones Group Liverpool, United Kingdom	$15M	+$2.19M	3	0.3%	Increased