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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
651	Veritable Wilmington, Delaware	$6.67M	+$6.68M	6	0.16%	New
652	PC Pier Capital Stamford, Connecticut	$6.66M	+$6.61M	2	1.02%	New
653	WMC Westwood Management Corporation Chicago, Illinois	$6.64M	+$6.36M	1	1.43%	New
654	DIA Denver Investment Advisors Denver, Colorado	$6.63M	+$6.42M	4	0.15%	New
655	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$6.61M	+$6.35M	1	0.08%	New
656	D.A. Davidson & Co Great Falls, Montana	$6.6M	+$6.83M	8	0.32%	New
657	OI Oakbrook Investments Lisle, Illinois	$6.58M	+$7.17M	4	0.19%	New
658	Davidson Kempner Capital Management New York	$6.52M	+$6.97M	1	0.33%	New
659	1919 Investment Counsel Baltimore, Maryland	$6.51M	+$6.53M	5	0.15%	New
660	CP Cumberland Partners Toronto, Ontario, Canada	$6.51M	+$6.62M	1	0.83%	New
661	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$6.49M	+$6.22M	2	0.61%	New
662	Jane Street New York	$6.48M	+$6.63M	11	0.11%	New
663	JIR James Investment Research Alpha, Ohio	$6.46M	+$6.18M	1	0.27%	New
664	DP Dearborn Partners Chicago, Illinois	$6.41M	+$6.82M	4	0.91%	New
665	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$6.41M	+$7.21M	1	1.66%	New
666	Barings Charlotte, North Carolina	$6.38M	+$6.33M	4	0.29%	New
667	IMOV Investment Management of Virginia Richmond, Virginia	$6.34M	+$6.51M	1	1.39%	New
668	VHMC Value Holdings Management Company Hampton Bays, New York	$6.3M	+$6.08M	1	5.54%	New
669	MFAM Motley Fool Asset Management Alexandria, Virginia	$6.29M	+$6.38M	1	2.28%	New
670	CIC Cornercap Investment Counsel Atlanta, Georgia	$6.23M	+$5.99M	1	1.34%	New
671	PCM Prelude Capital Management New York	$6.22M	+$6.9M	5	1.33%	New
672	Luther King Capital Management (LKCM) Fort Worth, Texas	$6.2M	+$6.25M	2	0.06%	New
673	SC Skylands Capital Milwaukee, Wisconsin	$6.2M	+$6.05M	2	0.74%	New
674	Jefferies Group New York	$6.16M	+$7.77M	6	0.07%	New
675	ACM Altai Capital Management West Hollywood, California	$6.13M	+$6.62M	1	2%	New