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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	EBIM Eagle Boston Investment Management Boston, Massachusetts	$7.53M	+$285K	2	1.01%	Increased
652	MAI Capital Management Independence, Ohio	$7.43M	-$296K	4	0.56%	Reduced
653	PAM Paradigm Asset Management New York	$7.35M	+$1.22M	4	0.96%	Increased
654	Wolverine Asset Management Chicago, Illinois	$7.34M	+$2.87M	2	0.17%	Increased
655	CP Cumberland Partners Toronto, Ontario, Canada	$7.32M	-$30.1K	1	0.91%	Reduced
656	RCM Riverpark Capital Management New York	$7.31M	-$84.4K	1	5.11%	Reduced
657	SAM Symphony Asset Management San Francisco, California	$7.21M	+$1.05M	4	0.87%	Increased
658	Mirae Asset Global Investments Seoul, South Korea	$7.17M	-$2.35M	5	0.29%	Reduced
659	Whitebox Advisors Minneapolis, Minnesota	$7.15M	+$1.51M	3	0.32%	Increased
660	BHTS Bar Harbor Trust Services Ellsworth, Maine	$7.15M	-$462K	1	3.81%	Reduced
661	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$7.13M	+$7.62M	1	1.12%	Increased
662	SSB Sandy Spring Bank Olney, Maryland	$7.07M	-$1.76K	5	0.87%	Reduced
663	CA Callahan Advisors Houston, Texas	$7.04M	-$1.61M	2	2.16%	Reduced
664	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$6.97M	+$6.85M	1	0.49%	New
665	FM Forward Management San Francisco, California	$6.96M	-$19.2M	3	0.56%	Reduced
666	VHMC Value Holdings Management Company Hampton Bays, New York	$6.95M	$0	1	5.03%	Maintained
667	O'Shaughnessy Asset Management Stamford, Connecticut	$6.95M	+$3.35M	7	0.14%	Increased
668	SFG Sather Financial Group Victoria, Texas	$6.94M	+$7.33M	1	2.82%	New
669	IAM Impax Asset Management Portsmouth, New Hampshire	$6.92M	+$4.98M	2	0.41%	Increased
670	Tudor Investment Corp Stamford, Connecticut	$6.87M	+$601K	11	0.23%	Increased
671	EI EAM Investors Solana Beach, California	$6.8M	-$2.39M	2	1.08%	Reduced
672	BIC Bridges Investment Counsel Omaha, Nebraska	$6.79M	+$1.13M	1	1.18%	Increased
673	Bridges Investment Management Omaha, Nebraska	$6.79M	$0	1	1.18%	Maintained
674	OI Oakbrook Investments Lisle, Illinois	$6.78M	+$2.93M	5	0.44%	Increased
675	SCM Sandler Capital Management New York	$6.78M	+$978K	3	0.79%	Increased