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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	CA Callahan Advisors Houston, Texas	$18M	+$495K	2	3.15%	Increased
577	CC Cipher Capital New York	$18M	+$2.91M	4	1.42%	Increased
578	ACM AlphaCrest Capital Management New York	$17.8M	+$9.2M	13	1.08%	Increased
579	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$17.7M	-$679K	14	0.93%	Reduced
580	ECA Endeavour Capital Advisors Greenwich, Connecticut	$17.6M	+$15.7M	2	2.76%	New
581	CMG Cavalry Management Group San Francisco, California	$17.6M	+$75.1K	1	4.12%	Increased
582	IIA IPG Investment Advisors San Diego, California	$17.5M	+$17.1M	1	6.12%	New
583	Sit Investment Associates Minneapolis, Minnesota	$17.5M	+$2.58M	3	0.54%	Increased
584	SCM Spyglass Capital Management San Francisco, California	$17.5M	-$798K	1	4.64%	Reduced
585	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$17.3M	-$548K	1	0.77%	Reduced
586	CM CS McKee Pittsburgh, Pennsylvania	$17.2M	-$1.04M	1	1.56%	Reduced
587	WAM World Asset Management Detroit, Michigan	$17.2M	+$39.5K	14	0.83%	Increased
588	AP Archon Partners Princeton Junction, New Jersey	$17.2M	$0	1	3.34%	Maintained
589	AFIA America First Investment Advisors Omaha, Nebraska	$17.2M	-$1.77K	1	5.18%	Reduced
590	FTCM Fir Tree Capital Management New York	$17.2M	$0	1	1.67%	Maintained
591	Marshall Wace North America New York	$17.1M	+$9.32M	7	0.1%	Increased
592	Smith Salley Wealth Management Greensboro, North Carolina	$17.1M	+$696K	3	2.42%	Increased
593	BA Boston Advisors Boston, Massachusetts	$16.9M	+$4.35M	9	0.88%	Increased
594	Klingenstein Fields & Co New York	$16.7M	-$250K	3	0.88%	Reduced
595	IFM Investors Melbourne, Australia	$16.7M	+$5.63M	5	0.62%	Increased
596	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$16.5M	-$291K	1	1.61%	Reduced
597	Perpetual Ltd Sydney, New South Wales, Australia	$16.4M	-$2.57M	2	2.52%	Reduced
598	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$16.3M	-$4.21M	4	0.11%	Reduced
599	PM Pembroke Management Montreal, Quebec, Canada	$16.2M	-$1.01M	1	1.76%	Reduced
600	MFWM Motley Fool Wealth Management Alexandria, Virginia	$16.2M	+$204K	2	1.07%	Increased