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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
826	MAM Mark Asset Management New York	$55.7M	+$16.7M	2	3.75%	Increased
827	PWS Peterson Wealth Services South Ogden, Utah	$55.6M	+$216K	11	12.11%	Increased
828	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$55.5M	-$12.7M	17	0.35%	Reduced
829	AFM Anson Funds Management Dallas, Texas	$55.4M	+$20.9M	15	3.29%	Increased
830	Ninety One (UK) London, United Kingdom	$55.3M	-$7M	4	0.12%	Reduced
831	Tower Research Capital (TRC) New York	$55.2M	+$4.61M	51	1.35%	Increased
832	FC FORA Capital Miami, Florida	$55.1M	+$17.5M	14	3.78%	Increased
833	BFS Baskin Financial Services Toronto, Ontario, Canada	$54.8M	-$1.48M	1	4.31%	Reduced
834	Beacon Pointe Advisors Newport Beach, California	$54.7M	+$4.39M	22	0.25%	Increased
835	Heritage Wealth Advisors Richmond, Virginia	$54.7M	-$273K	8	1.88%	Reduced
836	ACM Alta Capital Management Salt Lake City, Utah	$54.5M	+$8.31M	2	4.05%	Increased
837	Clearstead Advisors Cleveland, Ohio	$54.2M	+$2.02M	40	0.51%	Increased
838	ALPS Advisors Denver, Colorado	$54.1M	+$25.3M	14	0.25%	Increased
839	SCM Soros Capital Management New York	$54M	+$2.04M	5	9.66%	Increased
840	ArrowMark Colorado Holdings Denver, Colorado	$54M	-$72.3M	8	2.25%	Reduced
841	BPIA Broad Peak Investment Advisers Singapore	$53.7M	+$5.11M	3	9.86%	Increased
842	SCM Stanley Capital Management Houston, Texas	$53.5M	-$9.83M	1	7.09%	Reduced
843	Brookstone Capital Management Wheaton, Illinois	$53.2M	-$4.88M	17	0.53%	Reduced
844	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$53.2M	-$2.5M	4	8.37%	Reduced
845	Bragg Financial Advisors Charlotte, North Carolina	$53M	-$703K	4	1.42%	Reduced
846	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$52.8M	-$45.2M	1	0.33%	Reduced
847	VC Vision Capital Toronto, Ontario, Canada	$52.3M	+$65.7K	2	16.93%	Increased
848	Donaldson Capital Management Evansville, Indiana	$52.3M	+$20.8M	5	1.49%	Increased
849	Orbis Allan Gray Hamilton, Bermuda	$52.1M	+$1.38M	1	0.18%	Increased
850	Davidson Kempner Capital Management New York	$52M	+$5.88M	7	0.62%	Increased