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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	TIP Torray Investment Partners Bethesda, Maryland	$14.8M	-$31.5K	2	1.56%	Reduced
627	Cubist Systematic Strategies Stamford, Connecticut	$14.7M	-$8.7M	22	0.48%	Reduced
628	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$14.7M	-$2.16M	1	1.93%	Reduced
629	Smith Salley Wealth Management Greensboro, North Carolina	$14.6M	+$435K	3	2.35%	Increased
630	Jupiter Asset Management London, United Kingdom	$14.4M	+$5.11M	3	0.46%	Increased
631	TAM Tiverton Asset Management Wilimington, Delaware	$14.3M	+$5.48M	9	0.62%	Increased
632	KMC Kirr Marbach & Co Columbus, Indiana	$14.3M	-$158K	2	3.46%	Reduced
633	Klingenstein Fields & Co New York	$14.2M	-$1.49M	2	0.76%	Reduced
634	TU TDAM USA Toronto, Ontario, Canada	$14.1M	-$1.83M	2	1.01%	Reduced
635	CMG Cavalry Management Group San Francisco, California	$14.1M	-$10.9M	1	4.16%	Reduced
636	Voloridge Investment Management Jupiter, Florida	$14.1M	-$4.15M	7	0.43%	Reduced
637	Zurich Insurance Group Zurich, Switzerland	$14.1M	-$411K	4	0.3%	Reduced
638	LA Linden Advisors New York	$14M	+$13.9M	1	0.32%	New
639	TCM Tygh Capital Management Portland, Oregon	$14M	-$762K	2	2.46%	Reduced
640	Encompass Capital Advisors New York	$14M	-$3.16M	1	1.04%	Reduced
641	Cambridge Investment Research Advisors Fairfield, Iowa	$13.9M	+$5.27M	12	0.13%	Increased
642	GGI Godsey & Gibb Inc Richmond, Virginia	$13.9M	+$1.96M	1	2.11%	Increased
643	DCCA D.C. Capital Advisors New York	$13.9M	$0	1	10.14%	Maintained
644	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$13.8M	+$869K	1	2.45%	Increased
645	Credit Agricole Montrouge Cedex, France	$13.7M	-$1.12M	8	0.75%	Reduced
646	GIM Goelzer Investment Management Carmel, Indiana	$13.7M	+$2.45M	4	1.3%	Increased
647	Burney Company Reston, Virginia	$13.6M	+$571K	2	0.84%	Increased
648	Paradigm Capital Management Inc Albany, New York	$13.6M	-$421K	2	1.2%	Reduced
649	RIM Redpoint Investment Management Sydney, NSW, Australia	$13.6M	-$303K	8	0.68%	Reduced
650	Steward Partners Investment Advisory New York	$13.5M	+$2.14M	6	0.57%	Increased