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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
726	Longaeva Partners Chicago, Illinois	$71.8M	+$29.1M	5	1.57%	Increased
727	NIM NXG Investment Management Dallas, Texas	$71.8M	+$11.9M	5	3.21%	Increased
728	NAAA New Age Alpha Advisors Rye, New York	$71.5M	-$3.41M	12	3.02%	Reduced
729	MTC McDaniel Terry & Co Austin, Texas	$71M	+$893K	2	5.55%	Increased
730	CCM Clearfield Capital Management New York	$70.9M	-$24.9M	3	49.7%	Reduced
731	AC AltraVue Capital Bellevue, Washington	$70.8M	-$21.6M	1	5.1%	Reduced
732	Winton Group London, United Kingdom	$70.6M	+$32.5M	19	2.29%	Increased
733	Magnetar Financial Evanston, Illinois	$70.6M	+$156K	9	0.64%	Increased
734	CIP Champlain Investment Partners Burlington, Vermont	$70.5M	-$198M	3	1.81%	Reduced
735	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$70.2M	-$5.04M	2	1.37%	Reduced
736	Kestra Private Wealth Services Austin, Texas	$69.9M	+$4.21M	23	0.77%	Increased
737	Adams Diversified Equity Fund Baltimore, Maryland	$69.9M	+$5.02M	4	2.13%	Increased
738	Farther Finance Advisors San Francisco, California	$69.7M	+$11M	49	0.54%	Increased
739	CIA CCM Investment Advisers Columbia, South Carolina	$69.3M	+$3.98M	5	5.36%	Increased
740	Mizuho Securities USA New York	$69.2M	+$2.86M	11	1.12%	Increased
741	Klingenstein Fields & Co New York	$69.2M	-$172K	3	2.42%	Reduced
742	Envestnet Portfolio Solutions Chicago, Illinois	$68.7M	+$822K	16	0.33%	Increased
743	ACM Alight Capital Management New York	$68.6M	-$24M	9	9.63%	Reduced
744	ACP Albar Capital Partners London, United Kingdom	$68.5M	+$20.7M	1	8.93%	Increased
745	AL Arnhold LLC New York	$68.2M	-$4.94M	1	4.77%	Reduced
746	Braun Stacey Associates New York	$68.1M	-$11.9M	1	1.93%	Reduced
747	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$68M	-$40.7M	3	2.39%	Reduced
748	Sanibel Captiva Trust Company Sanibel, Florida	$67.8M	+$6.23M	7	1.69%	Increased
749	EFG International Zurich,	$67.4M	-$9.7M	20	1.23%	Reduced
750	UMB Bank Kansas City, Missouri	$67.2M	+$2.03M	28	0.85%	Increased