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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	RCM Ratan Capital Management Miami Beach, Florida	$23.7M	$0	1	3.5%	Maintained
552	TC Towle & Co Denver, Colorado	$23.7M	+$5.24M	2	3.97%	Increased
553	D1 Capital Partners New York	$23.5M	+$23.5M	1	0.14%	New
554	ACM Atlanta Capital Management Atlanta, Georgia	$23.5M	+$229K	1	0.1%	Increased
555	Adell Harriman & Carpenter Houston, Texas	$23.5M	+$2.72M	3	3.5%	Increased
556	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$23.4M	+$3.93M	14	1.08%	Increased
557	WCM Woodson Capital Management Greenwich, Connecticut	$23.4M	+$2.85M	1	1.34%	Increased
558	SC Schooner Capital Vero Beach, Florida	$23.2M	-$2.44M	1	100%	Reduced
559	Colony Group Boston, Massachusetts	$23.1M	+$3.2M	6	0.6%	Increased
560	Rafferty Asset Management New York	$23.1M	-$38.5M	8	0.28%	Reduced
561	CCM Investment Advisers Columbia, South Carolina	$23M	+$1.07M	2	3.74%	Increased
562	SM Saya Management New York	$22.9M	-$1.81M	1	11.47%	Reduced
563	Erste Asset Management Vienna, Austria	$22.8M	+$1.21M	6	0.78%	Increased
564	Osterweis Capital Management San Francisco, California	$22.8M	-$4.66M	1	1.54%	Reduced
565	Fort Washington Investment Advisors Cincinnati, Ohio	$22.7M	-$8.59M	8	0.24%	Reduced
566	ANI American National Insurance Galveston, Texas	$22.7M	$0	3	1.09%	Maintained
567	AP Archon Partners Princeton Junction, New Jersey	$22.7M	$0	1	3.56%	Maintained
568	NS Partners London, United Kingdom	$22.6M	+$170K	2	1.49%	Increased
569	Kovitz Investment Group Partners Chicago, Illinois	$22.6M	-$467K	3	0.63%	Reduced
570	Penserra Capital Management Orinda, California	$22.5M	+$4.71M	10	0.86%	Increased
571	Point72 Hong Kong Hong Kong	$22.4M	-$9.43M	15	2.38%	Reduced
572	MFWM Motley Fool Wealth Management Alexandria, Virginia	$22.3M	+$927K	2	1.16%	Increased
573	Intrinsic Edge Capital Management Chicago, Illinois	$22.3M	+$3.45M	5	1.51%	Increased
574	Argent Capital Management St Louis, Missouri	$22.2M	-$375K	1	0.85%	Reduced
575	Capital Growth Management Boston, Massachusetts	$22.1M	+$22M	1	2.31%	New