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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	SSG Summit Securities Group New York	$9.96M	+$7.69M	1	3.22%	Increased
602	Meyer Handelman Company Rye Brook, New York	$9.93M	+$48.7K	1	0.47%	Increased
603	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$9.86M	-$1.68M	2	1.03%	Reduced
604	RA RiverPark Advisors New York	$9.83M	+$48.5K	1	4.52%	Increased
605	Livforsakringsbolaget Skandia Stockholm, Sweden	$9.8M	-$787K	7	0.46%	Reduced
606	GIM Goelzer Investment Management Carmel, Indiana	$9.72M	+$382K	2	1.42%	Increased
607	Voloridge Investment Management Jupiter, Florida	$9.7M	-$16.9M	1	0.69%	Reduced
608	Burney Company Reston, Virginia	$9.64M	-$968K	1	0.71%	Reduced
609	KG Killen Group Berwyn, Pennsylvania	$9.63M	-$926K	1	1%	Reduced
610	BB&T Securities Richmond, Virginia	$9.62M	-$494K	5	0.2%	Reduced
611	Commonwealth Equity Services Waltham, Massachusetts	$9.61M	-$16.2K	10	0.09%	Reduced
612	HHC Hutchin Hill Capital New York	$9.56M	+$1.82M	4	0.24%	Increased
613	LG Leuthold Group Minneapolis, Minnesota	$9.52M	+$5.46M	3	1%	Increased
614	Huntington National Bank Columbus, Ohio	$9.49M	-$279K	10	0.24%	Reduced
615	NMC Nine Masts Capital Central, Hong Kong	$9.49M	+$2.63M	1	1.95%	Increased
616	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$9.45M	-$136K	1	2.52%	Reduced
617	NTC NF Trinity Capital Central, Hong Kong	$9.38M	+$8.89M	1	1.07%	New
618	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$9.35M	-$179K	10	0.47%	Reduced
619	Harvard Management Company Boston, Massachusetts	$9.31M	-$30.9M	2	0.91%	Reduced
620	RAM RWC Asset Management London, United Kingdom	$9.29M	+$3.38M	1	0.63%	Increased
621	NPPM North Point Portfolio Managers Orange Village, Ohio	$9.28M	-$160K	1	1.79%	Reduced
622	Bahl & Gaynor Cincinnati, Ohio	$9.22M	-$171K	2	0.13%	Reduced
623	AHC Adell Harriman & Carpenter Houston, Texas	$9.19M	+$297K	2	2.47%	Increased
624	KAM Keeley Asset Management Chicago, Illinois	$9.16M	-$855K	1	0.29%	Reduced
625	CC Cipher Capital New York	$9.13M	+$3.33M	4	1.3%	Increased