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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	Banque Transatlantique Paris, France	$71.4M	+$38.4M	9	1.71%	Increased
627	SCM Spyglass Capital Management San Francisco, California	$71.1M	-$30.9M	1	5.03%	Reduced
628	Badgley Phelps Wealth Managers Seattle, Washington	$70.9M	+$234K	6	1.41%	Increased
629	Ariel Investments Chicago, Illinois	$70.5M	-$1.89M	1	0.79%	Reduced
630	Advent International Boston, Massachusetts	$70.1M	-$1.21M	1	1.65%	Reduced
631	AGAM Avalon Global Asset Management San Francisco, California	$69.9M	$0	3	9.66%	Maintained
632	Atria Investments Charlotte, North Carolina	$69.6M	-$5.26M	22	0.78%	Reduced
633	AIP ARS Investment Partners New York	$69.3M	+$16.9M	3	3.6%	Increased
634	Hantz Financial Services Southfield, Michigan	$69.3M	-$2.89M	23	1.06%	Reduced
635	Aptus Capital Advisors Fairhope, Alabama	$68.2M	-$2.92M	17	0.54%	Reduced
636	Stratos Wealth Partners Beachwood, Ohio	$68.1M	-$2.54M	19	0.77%	Reduced
637	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$68M	+$18.6M	9	1.57%	Increased
638	Magnetar Financial Evanston, Illinois	$68M	+$26M	4	0.69%	Increased
639	Castleark Management Chicago, Illinois	$67.1M	-$19M	9	2.22%	Reduced
640	CA Cornerstone Advisors Asheville, North Carolina	$66.8M	+$2.38M	4	2.46%	Increased
641	F.L. Putnam Investment Management Lynnfield, Massachusetts	$66.6M	-$3.26M	10	0.99%	Reduced
642	B. Metzler seel. Sohn & Co Frankfurt, Germany	$66.5M	+$6.71M	16	0.62%	Increased
643	AG Avala Global New York	$66.4M	+$72.2M	2	3.19%	New
644	Private Management Group Irvine, California	$66.4M	-$1.94M	2	1.91%	Reduced
645	VCM Valiant Capital Management San Francisco, California	$66.2M	+$24.2M	2	3.8%	Increased
646	CHAM Clear Harbor Asset Management Stamford, Connecticut	$66.1M	-$485K	8	4.56%	Reduced
647	HP Highlander Partners Dallas, Texas	$66M	-$6.66M	1	25.85%	Reduced
648	NAAA New Age Alpha Advisors Rye, New York	$65.8M	-$6.48M	11	3.07%	Reduced
649	OAM Ostrum Asset Management Paris, France	$64.6M	-$28.1M	12	3.63%	Reduced
650	Ferguson Wellman Capital Management Portland, Oregon	$64.4M	+$78K	6	0.88%	Increased