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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	MG Magnolia Group Omaha, Nebraska	$52.7M	+$55.5M	1	8.1%	New
627	Becker Capital Management Portland, Oregon	$52.7M	+$826K	3	1.64%	Increased
628	SCM Spyglass Capital Management San Francisco, California	$52.5M	+$8.02M	1	3.1%	Increased
629	Benjamin Edwards Inc Clayton, Missouri	$52.4M	+$592K	10	0.67%	Increased
630	Braun Stacey Associates New York	$52.3M	+$822K	1	1.89%	Increased
631	GC Gillson Capital Chicago, Illinois	$52.2M	+$30.5M	4	3.98%	Increased
632	BGM Burkehill Global Management New York	$52.1M	+$46.2M	2	3.85%	New
633	Exchange Traded Concepts Oklahoma City, Oklahoma	$51.8M	-$5.26M	12	0.63%	Reduced
634	UMB Bank Kansas City, Missouri	$51.1M	-$8.88M	20	0.8%	Reduced
635	United Capital Financial Advisors Irving, Texas	$51M	-$1.59M	12	0.41%	Reduced
636	DAM Delta Asset Management Memphis, Tennessee	$50.9M	-$361K	8	4.42%	Reduced
637	B. Metzler seel. Sohn & Co Frankfurt, Germany	$50.6M	+$4.63M	14	0.48%	Increased
638	ACM Argent Capital Management St Louis, Missouri	$50.4M	+$4.22M	2	1.44%	Increased
639	SoftBank Group Tokyo, Japan	$49.9M	$0	1	0.2%	Maintained
640	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$49.9M	+$764K	8	1.05%	Increased
641	GIM Generate Investment Management Auckland, New Zealand	$49.7M	+$19.1M	3	2.76%	Increased
642	MC MIG Capital Newport Beach, California	$49.6M	+$3.36M	1	5.12%	Increased
643	CIA CCM Investment Advisers Columbia, South Carolina	$49.3M	-$7.22M	4	5.32%	Reduced
644	Clal Insurance Tel-Aviv, Israel	$49.1M	+$5.38M	4	0.48%	Increased
645	CIS Connors Investor Services Wyomissing, Pennsylvania	$48.9M	+$3.9M	4	4.33%	Increased
646	Alpha Cubed Investments Irvine, California	$48.5M	-$49.1M	2	1.84%	Reduced
647	AC AltraVue Capital Bellevue, Washington	$48.3M	+$1.27M	1	4.24%	Increased
648	Bragg Financial Advisors Charlotte, North Carolina	$48M	+$421K	4	1.71%	Increased
649	WesBanco Bank Wheeling, West Virginia	$47.6M	+$3.48M	8	1.41%	Increased
650	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$47.4M	+$15.8M	3	0.14%	Increased