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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	TIP Torray Investment Partners Bethesda, Maryland	$11.5M	+$162K	1	0.97%	Increased
602	CCM Castine Capital Management Boston, Massachusetts	$11.5M	+$396K	1	5.01%	Increased
603	GA Gagnon Advisors New York	$11.5M	+$253K	1	6.92%	Increased
604	AP Archon Partners Princeton Junction, New Jersey	$11.4M	+$354K	1	2.95%	Increased
605	Whale Rock Capital Management Boston, Massachusetts	$11.4M	+$10.3M	1	1.3%	New
606	PWAM Park West Asset Management San Francisco, California	$11.3M	-$176K	1	1.79%	Reduced
607	BB&T Securities Richmond, Virginia	$11.3M	-$3.27M	4	0.25%	Reduced
608	GWM Greenwich Wealth Management Greenwich, Connecticut	$11.2M	$0	1	0.74%	Maintained
609	LFFS La Francaise Forum Securities Old Greenwich, Connecticut	$11.2M	-$141K	2	8.15%	Reduced
610	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$11.1M	-$142K	1	2.69%	Reduced
611	Commonwealth Equity Services Waltham, Massachusetts	$11M	+$783K	10	0.12%	Increased
612	Robeco Schweiz Zurich, Switzerland	$11M	+$3.7M	2	0.84%	Increased
613	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$11M	+$9.49M	1	0.2%	Increased
614	Hillsdale Investment Management Toronto, Ontario, Canada	$11M	+$7.86M	3	2.83%	Increased
615	GIM Grassi Investment Management Santa Clara, California	$10.9M	-$355K	2	1.92%	Reduced
616	Mirae Asset Global Investments Seoul, South Korea	$10.9M	-$5.4M	6	0.4%	Reduced
617	NPPM North Point Portfolio Managers Orange Village, Ohio	$10.9M	-$111K	1	2.07%	Reduced
618	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$10.8M	-$113K	1	1.33%	Reduced
619	City National Bank Beverly Hills, Delaware	$10.6M	-$195K	4	0.09%	Reduced
620	CCM Cadence Capital Management Boston, Massachusetts	$10.6M	+$2.33M	5	0.62%	Increased
621	GHF Good Harbor Financial Barrington, Illinois	$10.6M	+$9.29M	1	0.42%	New
622	Fort Washington Investment Advisors Cincinnati, Ohio	$10.5M	-$345K	4	0.21%	Reduced
623	GIM Groesbeck Investment Management Paramus, New Jersey	$10.5M	+$1.63M	3	5.17%	Increased
624	MAI Capital Management Independence, Ohio	$10.4M	-$79.5K	4	0.73%	Reduced
625	Polar Asset Management Partners Toronto, Ontario, Canada	$10.4M	+$5.14M	1	0.56%	Increased