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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	Meiji Yasuda Life Insurance Tokyo, Japan	$9.85M	-$140K	5	1.35%	Reduced
777	Luther King Capital Management (LKCM) Fort Worth, Texas	$9.85M	+$2.51M	5	0.07%	Increased
778	Freestone Capital Holdings Seattle, Washington	$9.84M	-$2.16M	5	0.2%	Reduced
779	CIM Corbyn Investment Management Lutherville, Maryland	$9.82M	-$906K	2	4.46%	Reduced
780	HIM HGC Investment Management Toronto, Ontario, Canada	$9.79M	-$4.76M	1	1.68%	Reduced
781	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$9.78M	-$477K	4	0.36%	Reduced
782	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$9.72M	-$23.4K	4	0.18%	Reduced
783	SCA Summit Creek Advisors Minneapolis, Minnesota	$9.72M	-$3.94M	1	1.52%	Reduced
784	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$9.69M	-$1M	5	0.49%	Reduced
785	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$9.66M	+$9.44M	7	0.66%	New
786	Curi RMB Capital Chicago, Illinois	$9.65M	-$2.76M	4	0.27%	Reduced
787	RiverFront Investment Group Richmond, Virginia	$9.63M	-$288K	1	0.23%	Reduced
788	Rathbones Group Liverpool, United Kingdom	$9.62M	+$812K	2	0.25%	Increased
789	RIM Rampart Investment Management Hartford, Connecticut	$9.62M	-$302K	6	1.17%	Reduced
790	Picton Mahoney Asset Management Toronto, Ontario, Canada	$9.61M	-$428K	1	0.65%	Reduced
791	FM Foster & Motley Cincinnati, Ohio	$9.58M	+$1.75M	6	1.2%	Increased
792	WhitTier Trust Company Reno, Nevada	$9.58M	+$728K	9	0.61%	Increased
793	KA Kintegral Advisory New York	$9.49M	$0	6	1.73%	Maintained
794	WI WBI Investments Red Bank, New Jersey	$9.45M	+$8.86M	2	1.01%	New
795	FHB First Hawaiian Bank Honolulu, Hawaii	$9.41M	+$262K	10	0.45%	Increased
796	Kayne Anderson Capital Advisors Los Angeles, California	$9.4M	-$112K	3	0.16%	Reduced
797	ICP Indus Capital Partners New York	$9.38M	+$5.01M	1	1.84%	Increased
798	GAM Griffin Asset Management New York	$9.36M	-$214K	6	1.31%	Reduced
799	Simplicity Solutions Minneapolis, Minnesota	$9.35M	+$2.58M	7	0.28%	Increased
800	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$9.27M	+$9.11M	5	0.82%	New