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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
626	Jupiter Investment Management London, United Kingdom	$11.4M	+$4.58M	2	0.14%	Increased
627	FA FDx Advisors Chicago, Illinois	$11.4M	-$1M	9	0.34%	Reduced
628	CMG Cavalry Management Group San Francisco, California	$11.4M	-$307K	1	4.52%	Reduced
629	SRCM Swift Run Capital Management Charlottesville, Virginia	$11.3M	-$182K	1	6.53%	Reduced
630	BAM Baring Asset Management London, United Kingdom	$11.3M	$0	1	0.73%	Maintained
631	CA Cumberland Advisors Sarasota, Florida	$11.2M	+$171K	1	6.61%	Increased
632	AHC Adell Harriman & Carpenter Houston, Texas	$11.2M	+$38.6K	2	2.54%	Increased
633	Mirae Asset Global Investments Seoul, South Korea	$11.1M	-$2.66M	6	0.19%	Reduced
634	SCM Stevens Capital Management Radnor, Pennsylvania	$11.1M	-$9.4M	4	0.42%	Reduced
635	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$11.1M	+$1.37M	2	4.2%	Increased
636	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$11M	+$431K	3	0.89%	Increased
637	NPPM North Point Portfolio Managers Orange Village, Ohio	$11M	-$75K	1	1.92%	Reduced
638	AIA AGF Investments America Toronto, Ontario, Canada	$11M	+$975K	2	4.32%	Increased
639	AAC Asset Advisors Corp Augusta, Georgia	$11M	+$88.7K	1	1.98%	Increased
640	O'Shaughnessy Asset Management Stamford, Connecticut	$11M	-$2.12M	6	0.26%	Reduced
641	CAM Cypress Asset Management Houston, Texas	$10.9M	+$6.44M	3	2.23%	Increased
642	SW SVB Wealth Boston, Massachusetts	$10.9M	+$1.41M	7	0.43%	Increased
643	Granahan Investment Management Waltham, Massachusetts	$10.8M	-$4.18M	3	1%	Reduced
644	SCA Summit Creek Advisors Minneapolis, Minnesota	$10.8M	-$786K	1	2.22%	Reduced
645	GIM Goelzer Investment Management Carmel, Indiana	$10.6M	-$89.8K	2	1.31%	Reduced
646	Hermes Investment Management London Uk, United Kingdom	$10.6M	+$10.4M	1	0.17%	New
647	FBP Flippin Bruce & Porter Lynchburg, Virginia	$10.6M	+$131K	1	2.39%	Increased
648	RIG Roosevelt Investment Group New York	$10.6M	-$531K	1	0.97%	Reduced
649	Truist Financial Charlotte, North Carolina	$10.6M	-$12.6M	8	0.21%	Reduced
650	BCM Basswood Capital Management New York	$10.5M	$0	1	0.52%	Maintained