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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	D.A. Davidson & Co Great Falls, Montana	$12.3M	-$1.22M	13	0.36%	Reduced
577	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$12.2M	-$226K	2	5.02%	Reduced
578	Carson Wealth (CWM LLC) Omaha, Nebraska	$12.1M	-$628K	4	0.88%	Reduced
579	Commonwealth Equity Services Waltham, Massachusetts	$12.1M	+$337K	13	0.1%	Increased
580	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$12M	-$469K	1	2.24%	Reduced
581	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$12M	+$423K	12	0.63%	Increased
582	Thornburg Investment Management Santa Fe, New Mexico	$12M	-$80.1M	2	0.09%	Reduced
583	CPIM Columbia Partners Investment Management Alexandria, Virginia	$11.8M	+$3.35M	4	0.87%	Increased
584	TCA Taconic Capital Advisors New York	$11.7M	-$8.78M	1	0.88%	Reduced
585	Perpetual Ltd Sydney, New South Wales, Australia	$11.7M	+$969K	4	1.17%	Increased
586	Virtu KCG Holdings New York	$11.7M	+$3.23M	12	0.24%	Increased
587	DCM Dupont Capital Management Wilmington, Delaware	$11.6M	-$21.4K	3	0.26%	Reduced
588	PC Pier Capital Stamford, Connecticut	$11.6M	+$436K	2	2.11%	Increased
589	SI Sensato Investors San Francisco, California	$11.5M	+$7.26M	1	1.86%	Increased
590	AIP ARS Investment Partners New York	$11.5M	-$3.43M	1	2.57%	Reduced
591	Tudor Investment Corp Stamford, Connecticut	$11.4M	-$10.7M	6	0.24%	Reduced
592	HL Financial Services Louisville, Kentucky	$11.4M	+$74.4K	3	0.27%	Increased
593	Winton Group London, United Kingdom	$11.3M	-$39.9M	3	0.19%	Reduced
594	CC ClearArc Capital Cincinnati, Ohio	$11.3M	+$5.29M	7	2.19%	Increased
595	ZA Zweig Advisers Hartford, Connecticut	$11.2M	+$10.9M	1	1.92%	New
596	GIM Goelzer Investment Management Carmel, Indiana	$11.2M	-$1.69M	2	1.54%	Reduced
597	Copeland Capital Management Conshohocken, Pennsylvania	$11.2M	+$10.6M	2	0.77%	Increased
598	CAM ClariVest Asset Management San Diego, California	$11.1M	+$1.16M	5	0.33%	Increased
599	Meyer Handelman Company Rye Brook, New York	$11M	-$270K	1	0.49%	Reduced
600	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$11M	+$2.37M	8	0.4%	Increased