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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
676	DAM Delta Asset Management Memphis, Tennessee	$53.3M	-$55.2K	8	4.52%	Reduced
677	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$53.1M	+$11.8M	10	0.81%	Increased
678	CIA CCM Investment Advisers Columbia, South Carolina	$53M	+$20.6K	5	5.22%	Increased
679	Aptus Capital Advisors Fairhope, Alabama	$53M	-$13.6M	15	0.39%	Reduced
680	Bragg Financial Advisors Charlotte, North Carolina	$52.8M	-$304K	4	1.75%	Reduced
681	NA Navellier & Associates Reno, Nevada	$52.7M	+$1.86M	9	5.35%	Increased
682	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$52.5M	+$22.7M	3	3.84%	Increased
683	UMB Bank Kansas City, Missouri	$52.3M	-$1.39M	21	0.77%	Reduced
684	KMC Kirr Marbach & Co Columbus, Indiana	$51.8M	+$311K	2	9.36%	Increased
685	Park Avenue Securities New York	$51.8M	+$5.87M	18	0.4%	Increased
686	Erste Asset Management Vienna, Austria	$51.6M	-$45.7M	7	0.5%	Reduced
687	VC Vision Capital Toronto, Ontario, Canada	$51.5M	+$15.4M	2	15.07%	Increased
688	Horizon Investments Charlotte, North Carolina	$51.3M	+$6.01M	12	0.67%	Increased
689	Intermede Investment Partners London, United Kingdom	$51.2M	-$29.6M	1	2.11%	Reduced
690	EI EAM Investors Solana Beach, California	$51.1M	+$8.4M	10	5.86%	Increased
691	Two Seas Capital Rye, New York	$51M	-$4.7M	3	0.82%	Reduced
692	Arax Advisory Partners Denver, Colorado	$50.8M	+$40.2M	33	0.73%	Increased
693	EIP Easterly Investment Partners Beverly, Massachusetts	$50.8M	-$34.8M	6	3.44%	Reduced
694	Oversea-Chinese Banking Corp (OCBC) Singapore	$50.6M	+$3.16M	5	1.24%	Increased
695	Peregrine Capital Management Minneapolis, Minnesota	$50.3M	-$4.55M	4	1.51%	Reduced
696	PEAK6 Chicago, Illinois	$49.5M	-$23.1M	13	0.07%	Reduced
697	Fiduciary Management Inc Milwaukee, Wisconsin	$49.5M	-$166M	1	0.5%	Reduced
698	SRFM Shannon River Fund Management New York	$49.2M	-$24M	1	7.93%	Reduced
699	SI Sora Investors Bryn Mawr, Pennsylvania	$49.1M	+$9.31M	4	4.54%	Increased
700	LBIM Land & Buildings Investment Management Stamford, Connecticut	$49M	+$20.2M	2	8.99%	Increased