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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
551	Carson Wealth (CWM LLC) Omaha, Nebraska	$12.9M	-$3.59M	4	1.13%	Reduced
552	Livforsakringsbolaget Skandia Stockholm, Sweden	$12.8M	+$1.73M	7	0.6%	Increased
553	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$12.8M	-$159K	5	0.14%	Reduced
554	AQR Arbitrage Greenwich, Connecticut	$12.7M	-$211K	1	0.15%	Reduced
555	CHAM Clear Harbor Asset Management Stamford, Connecticut	$12.7M	-$78.9K	1	2.79%	Reduced
556	WC Walthausen & Co Malta, New York	$12.6M	-$2.41M	2	1.33%	Reduced
557	Driehaus Capital Management Chicago, Illinois	$12.6M	-$4.91M	5	0.41%	Reduced
558	KMC Kirr Marbach & Co Columbus, Indiana	$12.6M	-$98.2K	1	2.55%	Reduced
559	Stephens Inc Little Rock, Arkansas	$12.5M	-$18.8K	4	0.61%	Reduced
560	Rafferty Asset Management New York	$12.4M	+$6.07M	7	0.67%	Increased
561	PP Paloma Partners Greenwich, Connecticut	$12.3M	-$10.2M	12	0.2%	Reduced
562	KA KLCM Advisors Milwaukee, Wisconsin	$12.2M	-$198K	2	4.24%	Reduced
563	ARTA A.R.T. Advisors New York	$12.2M	-$7.15M	9	0.55%	Reduced
564	NAM Nichols Asset Management Sudbury, Massachusetts	$12.2M	-$94.3K	1	2.69%	Reduced
565	D.A. Davidson & Co Great Falls, Montana	$12.2M	-$1.3M	13	0.38%	Reduced
566	WI WHV Investments San Francisco, California	$12.2M	-$134M	3	6.52%	Reduced
567	CCP Clough Capital Partners Boston, Massachusetts	$12.2M	+$11.4M	1	0.57%	New
568	Palisade Capital Management Fort Lee, New Jersey	$12.1M	-$5.43M	1	0.4%	Reduced
569	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$12M	+$468K	1	2.24%	Increased
570	JCM Jag Capital Management St Louis, Missouri	$12M	+$10.6M	1	2.46%	New
571	Cubist Systematic Strategies Stamford, Connecticut	$11.9M	-$6.94M	11	0.68%	Reduced
572	HA Heartland Advisors Milwaukee, Wisconsin	$11.9M	-$10.3M	1	0.62%	Reduced
573	SGA Strategic Global Advisors Newport Beach, California	$11.8M	+$10.1M	1	5.03%	Increased
574	Meyer Handelman Company Rye Brook, New York	$11.8M	-$105K	1	0.55%	Reduced
575	GS Gagnon Securities New York	$11.8M	-$4.28M	1	5.65%	Reduced