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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
576	BB&T Securities Richmond, Virginia	$9.19M	+$9.63M	5	0.3%	New
577	ESBC E.S. Barr & Co Lexington, Kentucky	$9.16M	+$9.3M	1	1.27%	New
578	PCM Palestra Capital Management New York	$9.13M	+$10.3M	1	3.79%	New
579	BA Broadview Advisors Milwaukee, Wisconsin	$9.02M	+$7.99M	1	1.27%	New
580	BPM Bronson Point Management Fairfield, Connecticut	$8.98M	+$8.66M	1	0.81%	New
581	CHAM Clear Harbor Asset Management Stamford, Connecticut	$8.96M	+$8.34M	2	2.65%	New
582	BOK Financial Tulsa, Oklahoma	$8.9M	+$8.76M	5	0.34%	New
583	Hood River Capital Management Palm Beach Gardens, Florida	$8.87M	+$8.8M	1	1.37%	New
584	GCM Glynn Capital Management Menlo Park, California	$8.68M	+$9.77M	1	3.49%	New
585	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$8.65M	+$11.3M	1	2.58%	New
586	TA Teton Advisors Rye, New York	$8.63M	+$9.27M	3	0.75%	New
587	SSA South Street Advisors New York	$8.63M	+$8.27M	1	4.53%	New
588	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$8.61M	+$8.7M	3	0.76%	New
589	CA CapWealth Advisors Franklin, Tennessee	$8.55M	+$9.62M	2	2.5%	New
590	AAC Asset Advisors Corp Augusta, Georgia	$8.53M	+$8.21M	2	2.51%	New
591	AC AFAM Capital Austin, Texas	$8.43M	+$8.07M	1	1.17%	New
592	MCM McRae Capital Management Morristown, New Jersey	$8.38M	+$8.03M	1	4.88%	New
593	SOAMC Spirit of America Management Corp Syosset, New York	$8.37M	+$8.98M	2	3.02%	New
594	WI Wafra Inc New York	$8.36M	+$8M	1	1.33%	New
595	RR Robotti Robert	$8.32M	+$8.53M	1	3.62%	New
596	HL Financial Services Louisville, Kentucky	$8.3M	+$7.98M	2	0.31%	New
597	BUB BBVA USA Bancshares Houston, Texas	$8.28M	+$8.57M	3	0.42%	New
598	Caxton Associates (New York) New York	$8.25M	+$7.88M	2	0.41%	New
599	ARMC American Research & Management Company Marion, Massachusetts	$8.23M	+$7.92M	3	3.31%	New
600	SCM Sandler Capital Management New York	$8.18M	+$7.88M	1	0.31%	New