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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	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$14.9M	-$224K	1	1.63%	Reduced
627	GS Gagnon Securities New York	$14.9M	-$567K	1	3.52%	Reduced
628	First National Trust Hermitage, Pennsylvania	$14.9M	+$3.02M	3	1.34%	Increased
629	HT HAP Trading New York	$14.9M	+$5.93M	2	1.21%	Increased
630	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$14.7M	-$1.97M	4	1.8%	Reduced
631	Burney Company Reston, Virginia	$14.7M	+$297K	2	0.88%	Increased
632	AHC Adell Harriman & Carpenter Houston, Texas	$14.7M	+$889K	2	2.66%	Increased
633	NA Neuburgh Advisers Los Angeles, California	$14.6M	-$1.85M	8	0.45%	Reduced
634	Fred Alger Management New York	$14.6M	-$3.36M	6	0.06%	Reduced
635	DA Duality Advisers Miami, Florida	$14.6M	-$4.57M	7	0.81%	Reduced
636	Tudor Investment Corp Stamford, Connecticut	$14.6M	-$1.84M	11	0.5%	Reduced
637	Synovus Financial Columbus, Georgia	$14.6M	+$657K	14	0.22%	Increased
638	RCMC RK Capital Management (Colorado) Denver, Colorado	$14.5M	+$10.9M	2	5.32%	Increased
639	STB S&T Bank Indiana, Pennsylvania	$14.4M	+$47.8K	2	3.12%	Increased
640	AR Advisory Research Chicago, Illinois	$14.4M	-$168K	4	0.69%	Reduced
641	Associated Banc-Corp Green Bay, Wisconsin	$14.3M	+$549K	2	0.77%	Increased
642	AIA AGF Investments America Toronto, Ontario, Canada	$14.3M	+$1.04M	2	4.75%	Increased
643	DP Dearborn Partners Chicago, Illinois	$14.2M	+$201K	2	0.82%	Increased
644	Gratus Capital Atlanta, Georgia	$14.2M	+$5.09M	3	2.31%	Increased
645	Truist Financial Charlotte, North Carolina	$14.2M	+$756K	7	0.24%	Increased
646	HRT Financial New York	$14.1M	+$11.4M	9	0.67%	Increased
647	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$14.1M	+$3M	5	1.14%	Increased
648	GCA GSI Capital Advisors Newport Beach, California	$14.1M	-$484K	1	8.26%	Reduced
649	SCM Stevens Capital Management Radnor, Pennsylvania	$14M	-$11M	7	1.26%	Reduced
650	Eastern Bank Boston, Massachusetts	$14M	+$259K	1	0.87%	Increased