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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
876	BNP Paribas Paris, France	$48.7M	+$5.72M	7	1.32%	Increased
877	First American Bank Dundee, Illinois	$48.6M	-$933K	3	2.71%	Reduced
878	Elo Mutual Pension Insurance Espoo, Finland	$48.6M	+$28.4M	6	0.62%	Increased
879	Davidson Investment Advisors Great Falls, Montana	$48.4M	+$12.5M	2	1.98%	Increased
880	Port Capital Chicago, Illinois	$48.4M	+$2.46M	1	1.97%	Increased
881	PDT Partners New York	$48.2M	+$25.2M	6	2.53%	Increased
882	GSI Capital Advisors Newport Beach, California	$47.9M	-$1.32M	4	22.61%	Reduced
883	WHGC Wealth High Governance Capital Sao Paulo, Brazil	$47.7M	+$6.99M	4	14.25%	Increased
884	Strategic Planning Group Bountiful, Utah	$47.6M	+$785K	3	5.19%	Increased
885	Callahan Advisors Houston, Texas	$47.6M	+$47.1K	5	3.59%	Increased
886	G2 Investment Partners Management New York	$47.6M	-$22.9M	6	8.66%	Reduced
887	Bridges Investment Management Omaha, Nebraska	$47.4M	-$793K	8	0.58%	Reduced
888	Legato Capital Management San Francisco, California	$47.1M	-$14.9M	16	3.9%	Reduced
889	Oak Grove Capital North Hampton, New Hampshire	$47M	-$1.41M	3	2.24%	Reduced
890	Baker Ellis Asset Management Vancouver, Washington	$46.9M	-$2M	3	4.87%	Reduced
891	RIM Rovida Investment Management Grand Cayman, Cayman Islands	$46.8M	$0	1	3.19%	Maintained
892	Smith Salley Wealth Management Greensboro, North Carolina	$46.5M	+$394K	5	2.02%	Increased
893	Neumeier Poma Investment Counsel Carmel, California	$46.5M	+$733K	2	3.18%	Increased
894	Pensionfund DSM Netherlands Sittard, Netherlands	$46.5M	$0	5	23.9%	Maintained
895	Strategic Wealth Partners Independence, Ohio	$46.4M	+$5.76M	22	2.87%	Increased
896	Global Retirement Partners San Rafael, California	$46.3M	+$44.4M	45	0.71%	New
897	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$46.3M	+$597K	10	0.53%	Increased
898	Parnassus Investments San Francisco, California	$46.3M	+$19.2M	2	0.12%	Increased
899	CL CIM LLC Albany, New York	$46.2M	-$4.12M	7	5.98%	Reduced
900	Ophir Asset Management Sydney, Australia	$46.1M	+$4.99M	1	3.79%	Increased