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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	Nippon Life Global Investors Americas New York	$8.94M	+$8.6M	1	0.85%	New
652	DIA Dean Investment Associates Beavercreek, Ohio	$8.9M	+$3.35M	3	1.74%	Increased
653	WesBanco Bank Wheeling, West Virginia	$8.83M	-$6.96M	5	0.53%	Reduced
654	SAM Symphony Asset Management San Francisco, California	$8.83M	+$23.3K	4	0.95%	Increased
655	WHI William Harris Investors Chicago, Illinois	$8.82M	-$1.16M	1	2.21%	Reduced
656	FIM Frontier Investment Management Dallas, Texas	$8.77M	+$271K	3	1.09%	Increased
657	RCM Riverpark Capital Management New York	$8.74M	+$46.1K	1	4.24%	Increased
658	FA Friess Associates Greenville, Delaware	$8.73M	$0	2	0.89%	Maintained
659	Profund Advisors Bethesda, Maryland	$8.73M	+$785K	11	0.42%	Increased
660	AMF Tjänstepension Stockholm, Sweden	$8.7M	+$8.34M	1	0.11%	New
661	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$8.63M	+$3.55M	3	0.6%	Increased
662	LG Leuthold Group Minneapolis, Minnesota	$8.61M	+$3.32M	2	0.91%	Increased
663	Bridgewater Associates Westport, Connecticut	$8.58M	+$6.3M	4	0.11%	Increased
664	BCM Basswood Capital Management New York	$8.57M	-$401K	1	0.5%	Reduced
665	KS Karpas Strategies Litchfield, Connecticut	$8.56M	-$28.6K	1	4.27%	Reduced
666	Laurion Capital Management New York	$8.53M	+$6.64M	1	0.13%	Increased
667	GCA GSI Capital Advisors Newport Beach, California	$8.46M	+$180K	1	6.9%	Increased
668	TA Teton Advisors Rye, New York	$8.41M	-$3.49K	3	0.76%	Reduced
669	BPB Badgley, Phelps & Bell Seattle, Washington	$8.41M	+$3.08M	1	0.77%	Increased
670	GIA Gargoyle Investment Advisor Englewood, New Jersey	$8.37M	$0	3	3.12%	Maintained
671	FIM Friedberg Investment Management Houston, Texas	$8.32M	+$181K	2	3.93%	Increased
672	Veritable Wilmington, Delaware	$8.3M	+$20.2K	6	0.21%	Increased
673	CA Callahan Advisors Houston, Texas	$8.24M	+$65.6K	2	2.16%	Increased
674	RA RMR Advisors Newton, Massachusetts	$8.15M	+$475K	3	3.89%	Increased
675	AL Airain Ltd St. Peter Port, Guernsey	$8.08M	+$7.57M	5	0.47%	Increased