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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	Sapient Capital Indianapolis, Indiana	$61.8M	-$1.54M	4	0.95%	Reduced
627	Stratos Wealth Partners Beachwood, Ohio	$61.4M	+$6.12M	20	0.72%	Increased
628	Gradient Investments Arden Hills, Minnesota	$61M	+$13.5M	2	1.02%	Increased
629	AAP Ardsley Advisory Partners Stamford, Connecticut	$60.7M	+$4.67M	5	7.51%	Increased
630	TIAA Trust, National Association Charlotte, North Carolina	$60.6M	+$17.9M	9	0.15%	Increased
631	JLBC J.L. Bainbridge & Co Sarasota, Florida	$59.9M	-$379K	1	4.99%	Reduced
632	Crossmark Global Holdings Houston, Texas	$59.8M	-$3.63M	17	0.9%	Reduced
633	CHAM Clear Harbor Asset Management Stamford, Connecticut	$59.7M	-$1.12M	7	4.14%	Reduced
634	OCMH Oxbow Capital Management (HK) Hong Kong	$59.4M	$0	1	10.41%	Maintained
635	Sanibel Captiva Trust Company Sanibel, Florida	$59.3M	-$552K	5	1.69%	Reduced
636	Badgley Phelps Wealth Managers Seattle, Washington	$58.9M	-$10.5M	6	1.24%	Reduced
637	Capital Fund Management (CFM) Paris, France	$58.4M	-$97.2M	9	0.15%	Reduced
638	ROC Running Oak Capital Edina, Minnesota	$58.2M	-$7.03M	3	6.53%	Reduced
639	LMR Partners London, United Kingdom	$58.2M	-$26M	10	0.26%	Reduced
640	Cantor Fitzgerald New York	$58.1M	+$12.3M	7	0.56%	Increased
641	AustralianSuper Melbourne, Australia	$58.1M	-$9.07M	3	0.27%	Reduced
642	Wolverine Trading Chicago, Illinois	$58M	+$20.2M	26	0.04%	Increased
643	Becker Capital Management Portland, Oregon	$57.9M	-$662K	3	1.69%	Reduced
644	Clal Insurance Tel-Aviv, Israel	$57.7M	+$1.64K	4	0.44%	Increased
645	Brandes Investment Partners La Jolla, California	$57.7M	-$12.2M	2	0.46%	Reduced
646	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$57.5M	-$6.86M	16	0.97%	Reduced
647	Americana Partners Houston, Texas	$57M	+$1.62M	1	1.72%	Increased
648	OBAM ODDO BHF Asset Management Paris, France	$57M	+$10.3M	7	2.17%	Increased
649	Donaldson Capital Management Evansville, Indiana	$57M	+$55.4M	1	1.8%	New
650	Lighthouse Investment Partners Palm Beach Gardens, Florida	$56.9M	+$11.2M	14	1.73%	Increased