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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	Erste Asset Management Vienna, Austria	$11.7M	+$2.08M	5	0.52%	Increased
727	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$11.7M	+$148K	8	0.21%	Increased
728	TU TDAM USA Toronto, Ontario, Canada	$11.6M	-$2.32M	2	0.75%	Reduced
729	SM Selkirk Management Chatham, New Jersey	$11.4M	$0	1	5.73%	Maintained
730	OSIA O'Shares Investment Advisers Boston, Massachusetts	$11.4M	+$401K	6	1.57%	Increased
731	NPPM North Point Portfolio Managers Orange Village, Ohio	$11.3M	-$352K	1	1.93%	Reduced
732	Polar Asset Management Partners Toronto, Ontario, Canada	$11.3M	-$8.42M	2	0.22%	Reduced
733	CIA CCM Investment Advisers Columbia, South Carolina	$11.3M	+$36.8K	1	1.75%	Increased
734	Fiduciary Trust Boston, Massachusetts	$11.2M	-$20.7K	5	0.26%	Reduced
735	Raymond James Trust St. Petersburg, Florida	$11.2M	+$371K	10	0.54%	Increased
736	DI Dalton Investments Las Vegas, Nevada	$11.1M	-$4.39M	2	6.86%	Reduced
737	DIM Delta Investment Management San Francisco, California	$11.1M	+$6.44M	3	4.04%	Increased
738	GWM Graybill Wealth Management Elmhurst, Illinois	$11.1M	+$173K	3	6.89%	Increased
739	NCM Nelson Capital Management Menlo Park, California	$11M	+$307K	2	2.31%	Increased
740	Conning Inc Hartford, Connecticut	$10.9M	-$469K	5	0.36%	Reduced
741	NCGI Next Century Growth Investors Plymouth, Minnesota	$10.8M	+$2.27M	2	1.41%	Increased
742	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$10.8M	-$149M	2	0.34%	Reduced
743	Jasper Ridge Partners Menlo Park, California	$10.8M	+$11.1M	1	0.71%	New
744	MCM Moerus Capital Management New York	$10.7M	-$1.99M	1	3.47%	Reduced
745	AIA AGF Investments America Toronto, Ontario, Canada	$10.7M	-$3.75M	1	3.52%	Reduced
746	DIA Davidson Investment Advisors Great Falls, Montana	$10.6M	-$126K	2	1.03%	Reduced
747	DF Dent & Co Baltimore, Maryland	$10.5M	+$114K	1	0.18%	Increased
748	CIS Connors Investor Services Wyomissing, Pennsylvania	$10.5M	+$241K	1	1.34%	Increased
749	Achmea Investment Management Zeist, Netherlands	$10.5M	+$1.19M	4	0.41%	Increased
750	SCM Shoals Capital Management Arlington, Virginia	$10.5M	+$11M	1	10.24%	New