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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	Meyer Handelman Company Rye Brook, New York	$13M	+$34K	1	0.59%	Increased
577	Jane Street New York	$12.8M	+$5.09M	8	0.1%	Increased
578	ESBC E.S. Barr & Co Lexington, Kentucky	$12.7M	-$25.2K	1	1.5%	Reduced
579	BPCM Beach Point Capital Management Santa Monica, California	$12.7M	+$12.4M	1	2.32%	New
580	GWM Greenwich Wealth Management Greenwich, Connecticut	$12.7M	+$11.6K	1	1.44%	Increased
581	BB&T Securities Richmond, Virginia	$12.5M	+$756K	7	0.27%	Increased
582	KMC Kirr Marbach & Co Columbus, Indiana	$12.5M	-$35.5K	1	2.24%	Reduced
583	TA Teton Advisors Rye, New York	$12.4M	-$1.83M	4	0.85%	Reduced
584	LBC Lowe Brockenbrough & Co Richmond, Virginia	$12.3M	-$682K	3	1.94%	Reduced
585	Commonwealth Equity Services Waltham, Massachusetts	$12.3M	+$1.02M	11	0.13%	Increased
586	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$12.2M	-$1.8M	6	0.38%	Reduced
587	Adams Diversified Equity Fund Baltimore, Maryland	$12.2M	$0	1	0.8%	Maintained
588	MSA Mason Street Advisors Milwaukee, Wisconsin	$12.1M	-$36M	10	0.37%	Reduced
589	D.A. Davidson & Co Great Falls, Montana	$12.1M	-$1.76M	13	0.4%	Reduced
590	Manning & Napier Advisors Fairport, New York	$12M	-$2.05M	3	0.06%	Reduced
591	SRCM Swift Run Capital Management Charlottesville, Virginia	$12M	-$861K	1	5.25%	Reduced
592	SCM Symons Capital Management Pittsburgh, Pennsylvania	$12M	-$108K	1	2.73%	Reduced
593	LPL Financial San Diego, California	$12M	-$153K	13	0.06%	Reduced
594	Associated Banc-Corp Green Bay, Wisconsin	$11.9M	+$283K	1	0.75%	Increased
595	LFFS La Francaise Forum Securities Old Greenwich, Connecticut	$11.8M	+$646K	2	7.76%	Increased
596	GA Gagnon Advisors New York	$11.8M	$0	1	6.92%	Maintained
597	Hillsdale Investment Management Toronto, Ontario, Canada	$11.8M	+$74.9K	3	3.03%	Increased
598	Huntington National Bank Columbus, Ohio	$11.8M	-$1.77M	10	0.29%	Reduced
599	AP Archon Partners Princeton Junction, New Jersey	$11.7M	$0	1	2.94%	Maintained
600	Livforsakringsbolaget Skandia Stockholm, Sweden	$11.6M	-$824K	7	0.57%	Reduced