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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
1101	Laird Norton Wetherby Trust Company Seattle, Washington	$31.1M	+$1.24M	14	0.6%	Increased
1102	TAM Third Avenue Management New York	$31M	-$6.87M	2	4.96%	Reduced
1103	Signature Estate & Investment Advisors Los Angeles, California	$31M	-$1.99M	4	0.56%	Reduced
1104	OneDigital Investment Advisors Overland Park, Kansas	$31M	+$273K	21	0.26%	Increased
1105	ALMGDA AG2R La Mondiale Gestion d'Actifs Paris, France	$30.9M	+$764K	9	1.12%	Increased
1106	NRS Neville Rodie & Shaw New York	$30.8M	-$284K	4	2%	Reduced
1107	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$30.8M	-$29.2M	5	1.3%	Reduced
1108	LM Lincluden Management Mississauga, Ontario, Canada	$30.8M	-$11.1M	2	3.02%	Reduced
1109	Focus Partners Advisor Solutions Saint Louis, Missouri	$30.7M	-$6.85M	14	0.26%	Reduced
1110	REAM Ripple Effect Asset Management New York	$30.7M	+$16M	4	7.11%	Increased
1111	PIWA Prevail Innovative Wealth Advisors Leawood, Kansas	$30.6M	+$4.09M	7	4.55%	Increased
1112	South Dakota Investment Council Sioux Falls, South Dakota	$30.5M	-$12.9M	6	0.52%	Reduced
1113	GIA GHP Investment Advisors Denver, Colorado	$30.4M	+$1.24M	20	1.12%	Increased
1114	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$30.3M	+$1.71M	12	0.78%	Increased
1115	MLL Moody Lynn & Lieberson Boston, Massachusetts	$30.2M	-$1.45M	5	1.6%	Reduced
1116	North Dakota State Investment Board Bismarck, North Dakota	$30.2M	+$3.75M	21	1.23%	Increased
1117	Sigma Planning Corp Ann Arbor, Michigan	$30.2M	-$2.44M	21	0.76%	Reduced
1118	CL CVFG LLC Shelbyville, Indiana	$30.2M	+$1.47M	7	3.17%	Increased
1119	SA Spear Advisors East Hampton, New York	$30.1M	+$5.05M	3	10.34%	Increased
1120	RCW Rheos Capital Works Tokyo, Japan	$30M	+$30.4M	2	1.71%	New
1121	TAM Talos Asset Management New York	$30M	-$9.47M	1	4.26%	Reduced
1122	KIA Knollwood Investment Advisory Hunt Valley, Maryland	$29.9M	$0	5	2.66%	Maintained
1123	GWM GDS Wealth Management Flower Mound, Texas	$29.9M	+$1.1M	4	1.42%	Increased
1124	Independent Financial Group San Diego, California	$29.9M	+$3.32M	20	0.56%	Increased
1125	Achmea Investment Management Zeist, Netherlands	$29.8M	-$5.74M	1	0.74%	Reduced