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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	$17.2M	-$1.29M	1	1.49%	Reduced
552	DA Denali Advisors San Diego, California	$17.2M	-$821K	2	2.75%	Reduced
553	DI Dalton Investments Las Vegas, Nevada	$17.2M	-$16.6K	1	7.17%	Reduced
554	CHAM Clear Harbor Asset Management Stamford, Connecticut	$17.1M	-$658K	1	3.34%	Reduced
555	Boston Financial Management Boston, Massachusetts	$17M	+$480K	2	1.16%	Increased
556	Dai-ichi Life Insurance Company Tokyo, Japan	$17M	+$3.42M	8	0.35%	Increased
557	JP Morgan Private Wealth Advisors San Francisco, California	$16.9M	+$1.18M	8	0.11%	Increased
558	Tocqueville Asset Management New York	$16.9M	-$3.24M	4	0.22%	Reduced
559	RHJA Rice Hall James & Associates San Diego, California	$16.8M	-$1.78M	4	0.65%	Reduced
560	UMB Bank Kansas City, Missouri	$16.7M	+$14.3M	3	0.54%	Increased
561	Conning Inc Hartford, Connecticut	$16.6M	+$362K	8	0.54%	Increased
562	BlueCrest Capital Management St Helier, Jersey	$16.6M	+$12.7M	12	0.52%	Increased
563	Oppenheimer Asset Management New York	$16.6M	-$3.65M	12	0.42%	Reduced
564	SOAMC Spirit of America Management Corp Syosset, New York	$16.6M	-$439K	4	2.18%	Reduced
565	CIM Corbyn Investment Management Lutherville, Maryland	$16.5M	-$127K	2	5.63%	Reduced
566	KMC Kirr Marbach & Co Columbus, Indiana	$16.4M	-$550K	2	3.44%	Reduced
567	TU TDAM USA Toronto, Ontario, Canada	$16.4M	-$1.29M	2	1%	Reduced
568	BAPIM British Airways Pensions Investment Management London, United Kingdom	$16.4M	+$16.8M	1	0.58%	New
569	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$16.1M	-$148K	1	1.71%	Reduced
570	JIR James Investment Research Alpha, Ohio	$16M	-$1.74M	3	0.6%	Reduced
571	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$16M	+$408K	13	0.73%	Increased
572	AC AFAM Capital Austin, Texas	$15.9M	+$1.19M	2	1.75%	Increased
573	WI WBI Investments Red Bank, New Jersey	$15.9M	-$6.58M	2	0.82%	Reduced
574	Cubist Systematic Strategies Stamford, Connecticut	$15.9M	+$6.31M	19	0.93%	Increased
575	Ladenburg Thalmann Financial Services Miami, Florida	$15.9M	+$362K	26	0.15%	Increased