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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	Ladenburg Thalmann Financial Services Miami, Florida	$11M	-$4.6M	23	0.18%	Reduced
602	KAM Keeley Asset Management Chicago, Illinois	$10.9M	-$1.16M	1	0.45%	Reduced
603	RCM Riverhead Capital Management Wilmington, Delaware	$10.9M	-$33.5M	13	0.35%	Reduced
604	RIG Roosevelt Investment Group New York	$10.8M	-$4.18M	2	0.84%	Reduced
605	CCP Clough Capital Partners Boston, Massachusetts	$10.8M	-$2.15M	1	0.58%	Reduced
606	Burney Company Reston, Virginia	$10.8M	+$344K	1	0.77%	Increased
607	Churchill Management Los Angeles, California	$10.7M	+$1.8M	1	0.7%	Increased
608	SGAM Smith Group Asset Management Dallas, Texas	$10.7M	+$6.37M	6	0.32%	Increased
609	Huntington National Bank Columbus, Ohio	$10.6M	-$2.77M	13	0.27%	Reduced
610	Associated Banc-Corp Green Bay, Wisconsin	$10.6M	+$226K	1	0.68%	Increased
611	HR Howe & Rusling Rochester, New York	$10.6M	+$4.48M	8	2.32%	Increased
612	AHC Adell Harriman & Carpenter Houston, Texas	$10.5M	-$626K	2	2.75%	Reduced
613	GIM Grassi Investment Management Santa Clara, California	$10.5M	-$1.88M	1	1.99%	Reduced
614	TIP Torray Investment Partners Bethesda, Maryland	$10.3M	+$13.8K	1	0.78%	Increased
615	Aristotle Capital Management Los Angeles, California	$10.3M	-$349K	2	0.11%	Reduced
616	OAM Oxford Asset Management Oxford, United Kingdom	$10.2M	-$6.05M	3	0.34%	Reduced
617	EBIM Eagle Boston Investment Management Boston, Massachusetts	$10.2M	-$481K	2	1.39%	Reduced
618	DP Dearborn Partners Chicago, Illinois	$10.1M	+$19.7K	2	0.88%	Increased
619	JCM Jag Capital Management St Louis, Missouri	$10.1M	-$434K	1	2.18%	Reduced
620	Amalgamated Bank New York	$10.1M	+$3.55M	10	0.58%	Increased
621	KA KLCM Advisors Milwaukee, Wisconsin	$10.1M	+$268K	2	3.48%	Increased
622	NPPM North Point Portfolio Managers Orange Village, Ohio	$9.91M	-$208K	1	1.95%	Reduced
623	IIA IPG Investment Advisors San Diego, California	$9.9M	-$6.6M	1	4.09%	Reduced
624	Kentucky Retirement Systems Frankfort, Kentucky	$9.89M	+$699K	6	0.64%	Increased
625	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$9.89M	+$2.37M	7	0.18%	Increased