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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
501	Andra AP-fonden Goteborg, Sweden	$17.1M	+$561K	7	0.48%	Increased
502	BS Bow Street New York	$17.1M	+$2.95M	1	6.76%	Increased
503	GC Globeflex Capital San Diego, California	$17.1M	+$991K	6	3.26%	Increased
504	KA KLCM Advisors Milwaukee, Wisconsin	$17M	+$2.24M	2	4.72%	Increased
505	MC MIG Capital Newport Beach, California	$17M	+$3.57M	1	5.39%	Increased
506	WesBanco Bank Wheeling, West Virginia	$16.9M	+$991K	5	0.93%	Increased
507	TU TDAM USA Toronto, Ontario, Canada	$16.9M	+$845K	3	0.69%	Increased
508	PWAM Park West Asset Management San Francisco, California	$16.8M	+$4.95M	1	2.45%	Increased
509	ARTA A.R.T. Advisors New York	$16.8M	+$12.6M	11	0.58%	Increased
510	ZDA Zweig-DiMenna Associates New York	$16.8M	-$216K	1	0.7%	Reduced
511	CTI Community Trust & Investment Versailles, Kentucky	$16.7M	+$6.38M	2	2.25%	Increased
512	SCM Stevens Capital Management Radnor, Pennsylvania	$16.7M	+$2.97M	6	0.59%	Increased
513	RCM Riverhead Capital Management Wilmington, Delaware	$16.7M	-$1.17M	5	0.25%	Reduced
514	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$16.7M	-$2.67M	2	0.93%	Reduced
515	CHAM Clear Harbor Asset Management Stamford, Connecticut	$16.6M	+$112K	2	3.2%	Increased
516	CCM Cadence Capital Management Boston, Massachusetts	$16.4M	+$5.7M	7	1%	Increased
517	PFM Parsec Financial Management Asheville, North Carolina	$16.3M	+$337K	1	1.64%	Increased
518	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$16.3M	+$35.4K	1	2.84%	Increased
519	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$16.3M	-$2.46M	2	0.28%	Reduced
520	ECM Estabrook Capital Management New York	$16.1M	-$665K	2	1.88%	Reduced
521	Ninety One (UK) London, United Kingdom	$16M	+$1.51M	3	0.09%	Increased
522	BFS Baskin Financial Services Toronto, Ontario, Canada	$15.9M	+$420K	1	5.32%	Increased
523	SM Selkirk Management Chatham, New Jersey	$15.9M	+$6.08M	1	8.83%	Increased
524	People's United Financial Bridgeport, Connecticut	$15.9M	+$535K	4	0.81%	Increased
525	BUB BBVA USA Bancshares Houston, Texas	$15.8M	-$822K	3	0.71%	Reduced