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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	DF Donoghue Forlines Boston, Massachusetts	$18.2M	+$540K	1	1.38%	Increased
552	Huntington National Bank Columbus, Ohio	$18.2M	+$1.1M	12	0.29%	Increased
553	SOAMC Spirit of America Management Corp Syosset, New York	$18.2M	+$241K	5	2.02%	Increased
554	GF Greenhouse Funds Baltimore, Maryland	$18.1M	+$8.22M	1	5.11%	Increased
555	WIC Willis Investment Counsel Gainesville, Georgia	$18.1M	-$521K	2	1.27%	Reduced
556	RG Renaissance Group Covington, Kentucky	$17.9M	+$15.6M	2	0.6%	Increased
557	DA Denali Advisors San Diego, California	$17.9M	+$3.1M	2	2.77%	Increased
558	KMC Kirr Marbach & Co Columbus, Indiana	$17.7M	-$289K	2	3.56%	Reduced
559	TU TDAM USA Toronto, Ontario, Canada	$17.7M	-$1.8M	2	1.01%	Reduced
560	Nicholas Company Milwaukee, Wisconsin	$17.7M	+$3.17M	3	0.38%	Increased
561	B BP London, United Kingdom	$17.7M	-$4.66M	6	0.63%	Reduced
562	JIR James Investment Research Alpha, Ohio	$17.7M	+$2.35M	6	0.6%	Increased
563	JP Morgan Private Wealth Advisors San Francisco, California	$17.6M	-$8.11M	8	0.12%	Reduced
564	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$17.6M	-$26.2K	5	0.64%	Reduced
565	Churchill Management Los Angeles, California	$17.6M	+$12.4K	1	0.39%	Increased
566	CIM Corbyn Investment Management Lutherville, Maryland	$17.3M	-$572K	2	5.81%	Reduced
567	Boston Financial Management Boston, Massachusetts	$17.3M	+$775K	2	1.16%	Increased
568	E. Ohman J:or Asset Management Stockholm, Sweden	$17.1M	+$474K	6	1.39%	Increased
569	Wolverine Trading Chicago, Illinois	$16.8M	+$10.3M	13	0.06%	Increased
570	CAM Cortina Asset Management Milwaukee, Wisconsin	$16.8M	+$1.36M	1	0.74%	Increased
571	Jefferies Group New York	$16.7M	-$11.3M	12	0.08%	Reduced
572	KTA Keeley-Teton Advisors Chicago, Illinois	$16.6M	+$1.3M	2	1.02%	Increased
573	Burney Company Reston, Virginia	$16.6M	+$837K	2	0.94%	Increased
574	Advisor Group Phoenix, Arizona	$16.6M	+$1.45M	27	0.22%	Increased
575	AIM Assured Investment Management New York	$16.5M	+$3.07M	3	0.33%	Increased