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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	Capital International Inc Los Angeles, California	$15.2M	-$1.57M	3	1.35%	Reduced
502	Palisade Capital Management Fort Lee, New Jersey	$15.2M	-$10M	1	0.5%	Reduced
503	Discovery Capital Management South Norwalk, Connecticut	$15.2M	$0	1	0.18%	Maintained
504	GS Gagnon Securities New York	$15.1M	+$74.2K	1	6.9%	Increased
505	HBK Investments Dallas, Texas	$15M	+$6.05M	7	0.14%	Increased
506	BFS Baskin Financial Services Toronto, Ontario, Canada	$14.9M	+$342K	1	4.62%	Increased
507	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$14.8M	+$4.43M	1	3.6%	Increased
508	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$14.8M	+$565K	1	2.6%	Increased
509	Carson Wealth (CWM LLC) Omaha, Nebraska	$14.7M	+$350K	4	1.44%	Increased
510	ECM EII Capital Management New York	$14.7M	-$19.9M	1	3.7%	Reduced
511	MAA Matrix Asset Advisors White Plains, New York	$14.7M	-$7.13M	1	2.82%	Reduced
512	WAM World Asset Management Detroit, Michigan	$14.4M	+$1.52M	10	0.55%	Increased
513	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$14.4M	+$7.9M	3	1.04%	Increased
514	Greenleaf Trust Kalamazoo, Michigan	$14.4M	-$19.5K	1	0.43%	Reduced
515	DIA Denver Investment Advisors Denver, Colorado	$14.2M	-$9.93M	2	0.64%	Reduced
516	SCM Simcoe Capital Management New York	$14.2M	+$1.34M	1	8.87%	Increased
517	WesBanco Bank Wheeling, West Virginia	$14.2M	-$487K	5	0.84%	Reduced
518	PFM Parsec Financial Management Asheville, North Carolina	$14M	-$795K	1	1.46%	Reduced
519	Anchor Capital Advisors Boston, Massachusetts	$14M	-$437K	2	0.35%	Reduced
520	Oregon Public Employees Retirement Fund Tigard, Oregon	$14M	+$173K	8	0.33%	Increased
521	EI EAM Investors Solana Beach, California	$13.9M	+$6.1M	5	1.82%	Increased
522	WC Walthausen & Co Malta, New York	$13.9M	-$12.2M	2	1.34%	Reduced
523	AQR Arbitrage Greenwich, Connecticut	$13.9M	+$15.4M	1	0.16%	New
524	RCMC RK Capital Management (Colorado) Denver, Colorado	$13.8M	-$7.16M	2	2.41%	Reduced
525	LCP LGT Capital Partners Pfaeffikon, Switzerland	$13.6M	+$10M	1	3.07%	Increased