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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
601	HR Howe & Rusling Rochester, New York	$8.11M	+$7.81M	7	2.25%	New
602	AGC Angelo Gordon & Co New York	$8.06M	+$8.68M	1	0.58%	New
603	LOGI Long Oar Global Investors New York	$8.03M	+$7.69M	1	8.13%	New
604	Calamos Wealth Management Naperville, Illinois	$7.84M	+$7.53M	2	2.78%	New
605	GIP Granite Investment Partners El Segundo, California	$7.83M	+$7.5M	1	1.38%	New
606	GCP GSA Capital Partners London, United Kingdom	$7.82M	+$8.64M	10	0.93%	New
607	PCM Penn Capital Management Philadelphia, Pennsylvania	$7.82M	+$7.75M	1	0.32%	New
608	Magnetar Financial Evanston, Illinois	$7.81M	+$8.78M	3	0.17%	New
609	PP Paloma Partners Greenwich, Connecticut	$7.8M	+$7.97M	6	0.43%	New
610	HM Payson & Co Portland, Maine	$7.77M	+$10.2M	1	0.47%	New
611	GWM Greenwich Wealth Management Greenwich, Connecticut	$7.74M	+$7.2M	1	0.57%	New
612	PL Parthenon LLC Louisville, Kentucky	$7.71M	+$7.42M	1	2.59%	New
613	KI Kalmar Investments Greenville, Delaware	$7.67M	+$8.63M	1	0.15%	New
614	City National Bank Beverly Hills, Delaware	$7.62M	+$8.13M	6	0.14%	New
615	Trillium Asset Management Boston, Massachusetts	$7.61M	+$7.89M	2	0.94%	New
616	HFS Haverford Financial Services Radnor, Pennsylvania	$7.59M	+$7.27M	1	4.27%	New
617	Thompson Siegel & Walmsley Richmond, Virginia	$7.53M	+$7.04M	5	0.16%	New
618	GF Genworth Financial Glen Allen, Virginia	$7.52M	+$7.72M	4	0.23%	New
619	LAM Lingohr Asset Management Duesseldorf, Germany	$7.51M	+$7.23M	1	1.39%	New
620	CIS Connors Investor Services Wyomissing, Pennsylvania	$7.5M	+$7.54M	3	2.42%	New
621	MAM Mizuho Asset Management Tokyo, Japan	$7.49M	+$7.53M	7	1.09%	New
622	MCG Meru Capital Group New York	$7.49M	+$8.24M	2	1.41%	New
623	GIM Goelzer Investment Management Carmel, Indiana	$7.48M	+$7.16M	1	0.8%	New
624	Castleark Management Chicago, Illinois	$7.47M	+$7.31M	2	0.25%	New
625	TAM THB Asset Management Norwalk, Connecticut	$7.36M	+$6.72M	1	0.49%	New