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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	WIC Willis Investment Counsel Gainesville, Georgia	$17M	-$2.45M	2	1.25%	Reduced
552	SOAMC Spirit of America Management Corp Syosset, New York	$17M	-$554K	4	2.1%	Reduced
553	B BP London, United Kingdom	$16.7M	+$2.11M	6	0.54%	Increased
554	WI Wafra Inc New York	$16.7M	+$4.35M	1	0.63%	Increased
555	Bridgewater Associates Westport, Connecticut	$16.7M	+$9.64M	4	0.17%	Increased
556	E. Ohman J:or Asset Management Stockholm, Sweden	$16.7M	+$1.97M	4	1.19%	Increased
557	Mirae Asset Global Investments Seoul, South Korea	$16.6M	+$1.16M	9	0.23%	Increased
558	CCM Corsair Capital Management New York	$16.6M	-$892K	1	3.71%	Reduced
559	STB S&T Bank Indiana, Pennsylvania	$16.5M	-$3.3M	2	3.12%	Reduced
560	Conning Inc Hartford, Connecticut	$16.5M	-$296K	8	0.5%	Reduced
561	CIM Corbyn Investment Management Lutherville, Maryland	$16.5M	+$429K	3	5.77%	Increased
562	RIM Rampart Investment Management Hartford, Connecticut	$16.4M	+$3.9M	6	1.6%	Increased
563	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$16.3M	-$49.8K	5	0.6%	Reduced
564	MTC McDaniel Terry & Co Austin, Texas	$16.2M	-$3.69M	1	2.97%	Reduced
565	Alpha Cubed Investments Irvine, California	$16.1M	+$1.31M	1	2.07%	Increased
566	TU TDAM USA Toronto, Ontario, Canada	$16M	+$550K	2	1.02%	Increased
567	CAM ClariVest Asset Management San Diego, California	$16M	-$2.75M	5	0.28%	Reduced
568	PFM Parsec Financial Management Asheville, North Carolina	$16M	-$2.75M	2	1.08%	Reduced
569	Brinker Capital Berwyn, Pennsylvania	$15.9M	+$2.2M	10	0.61%	Increased
570	Ladenburg Thalmann Financial Services Miami, Florida	$15.9M	-$186K	26	0.15%	Reduced
571	Oppenheimer & Co New York	$15.8M	+$1.24M	12	0.43%	Increased
572	DA Denali Advisors San Diego, California	$15.8M	-$299K	1	2.38%	Reduced
573	AIM Assured Investment Management New York	$15.8M	-$10.4M	4	0.29%	Reduced
574	LMR Partners London, United Kingdom	$15.7M	+$5.84M	4	0.82%	Increased
575	AC AFAM Capital Austin, Texas	$15.7M	-$47.3K	2	2.29%	Reduced