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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
776	Kayne Anderson Capital Advisors Los Angeles, California	$7.53M	+$728K	3	0.11%	Increased
777	GQG Partners Ft. Lauderdale, Florida	$7.51M	-$4.3M	1	0.19%	Reduced
778	Shelton Capital Management Denver, Colorado	$7.45M	+$2.59M	9	0.49%	Increased
779	WCM Woodson Capital Management Greenwich, Connecticut	$7.39M	+$7.29M	1	2.98%	New
780	SGAM Steinberg Global Asset Management Boca Raton, Florida	$7.39M	+$209K	2	1.09%	Increased
781	DR Davis Rea Toronto, Ontario, Canada	$7.37M	-$633K	1	4.68%	Reduced
782	OI Oakbrook Investments Lisle, Illinois	$7.36M	+$135K	9	0.46%	Increased
783	CA Claar Advisors New York	$7.35M	-$1.91M	1	2.63%	Reduced
784	BCC Bridge City Capital Lake Oswego, Oregon	$7.35M	+$433K	3	4.94%	Increased
785	Cambridge Investment Research Advisors Fairfield, Iowa	$7.34M	-$273K	10	0.08%	Reduced
786	SV Sturgeon Ventures London, United Kingdom	$7.34M	+$7.54M	1	3.33%	New
787	ING Group Amsterdam, Netherlands	$7.16M	-$3.12M	4	0.13%	Reduced
788	FA Friess Associates Greenville, Delaware	$7.15M	+$262K	2	0.58%	Increased
789	LFDLE La Financiere de L'Echiquier Paris, France	$7.13M	+$2.96M	1	2.89%	Increased
790	ECM Estabrook Capital Management New York	$7.12M	+$76.9K	4	1.12%	Increased
791	Chartwell Investment Partners Berywn, Pennsylvania	$7.12M	-$758K	2	0.24%	Reduced
792	Old National Bancorp Evansville, Indiana	$7.11M	+$4.1M	3	0.37%	Increased
793	SIM Sentry Investment Management Stevens Point, Wisconsin	$7.08M	-$1.99M	4	0.43%	Reduced
794	Livforsakringsbolaget Skandia Stockholm, Sweden	$7.06M	+$218K	8	0.68%	Increased
795	BI Bramshill Investments Naples, Florida	$7.05M	+$7.19M	4	2.29%	New
796	CA Cullinan Associates Louisville, Kentucky	$7.05M	+$5.21M	3	0.53%	Increased
797	AEGON Asset Management (UK) Edinburgh, United Kingdom	$7.03M	+$11.5K	1	0.18%	Increased
798	Capital International Los Angeles, California	$7.01M	+$1.04M	4	1.26%	Increased
799	AIP ARS Investment Partners New York	$7.01M	+$317K	2	0.86%	Increased
800	BHTS Bar Harbor Trust Services Ellsworth, Maine	$6.99M	-$40.4K	1	3.85%	Reduced