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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
526	SI Sora Investors Bryn Mawr, Pennsylvania	$62.8M	+$23.8M	4	6.97%	Increased
527	Curi RMB Capital Chicago, Illinois	$62.8M	-$2.8M	7	1.45%	Reduced
528	Merewether Investment Management Dallas, Texas	$62.8M	+$5.83M	1	2.51%	Increased
529	Boothbay Fund Management New York	$62.7M	-$11.2M	15	1.55%	Reduced
530	Aptus Capital Advisors Fairhope, Alabama	$62.5M	+$10.2M	15	0.65%	Increased
531	E. Ohman J:or Asset Management Stockholm, Sweden	$62.5M	-$14.4M	8	1.46%	Reduced
532	Heritage Wealth Advisors Richmond, Virginia	$62.4M	-$5.39M	8	3.09%	Reduced
533	ZP Zimmer Partners New York	$62.1M	-$30.5M	5	1.07%	Reduced
534	&Partners Nashville, Tennessee	$61.5M	+$40.6M	15	0.74%	Increased
535	Hennessy Advisors Inc Novato, California	$61.1M	-$277M	3	1.82%	Reduced
536	Sterling Capital Management Charlotte, North Carolina	$61.1M	+$19.6M	29	0.84%	Increased
537	Needham Investment Management New York	$60.9M	+$7.45M	5	4.7%	Increased
538	Braun Stacey Associates New York	$60.6M	-$10.2M	2	2.26%	Reduced
539	F.L. Putnam Investment Management Lynnfield, Massachusetts	$60.6M	-$2.89M	9	1.11%	Reduced
540	JLBC J.L. Bainbridge & Co Sarasota, Florida	$60.6M	-$14.1M	2	5.63%	Reduced
541	TC TownSquare Capital Provo, Utah	$60.5M	-$3.31M	16	0.68%	Reduced
542	ZDA Zweig-DiMenna Associates New York	$60.1M	+$378K	3	4.5%	Increased
543	HIM HughesLittle Investment Management Vancouver,	$60M	+$495K	1	11.36%	Increased
544	Atria Investments Charlotte, North Carolina	$60M	-$7.78M	18	0.75%	Reduced
545	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$59.6M	-$38K	2	0.85%	Reduced
546	SA Situational Awareness San Francisco, California	$59.4M	+$62.6M	2	23.31%	New
547	C Chescapmanager Baltimore, Maryland	$59.3M	-$31.8M	1	6.38%	Reduced
548	RCM Ratan Capital Management Miami Beach, Florida	$59.3M	-$4.16M	1	9.1%	Reduced
549	RG Renaissance Group Covington, Kentucky	$59.2M	+$35.6M	4	2.45%	Increased
550	WhitTier Trust Company Reno, Nevada	$59M	+$1.89M	14	1.45%	Increased