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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	KS Karpas Strategies Litchfield, Connecticut	$9.51M	+$16K	1	4.35%	Increased
652	OA Oak Associates Akron, Ohio	$9.48M	+$564K	2	0.76%	Increased
653	AIA AGF Investments America Toronto, Ontario, Canada	$9.46M	+$3.8M	2	3.89%	Increased
654	CRIM Castle Ridge Investment Management Greenwich, Connecticut	$9.45M	+$9M	2	3.72%	New
655	Nippon Life Global Investors Americas New York	$9.38M	-$50.6K	2	0.84%	Reduced
656	Voloridge Investment Management Jupiter, Florida	$9.36M	-$2.56M	3	0.23%	Reduced
657	SFG Sather Financial Group Victoria, Texas	$9.35M	+$72.2K	1	2.92%	Increased
658	LG Leuthold Group Minneapolis, Minnesota	$9.34M	-$1.66M	2	1.01%	Reduced
659	Tudor Investment Corp Stamford, Connecticut	$9.32M	+$5.94M	9	0.29%	Increased
660	KA KLCM Advisors Milwaukee, Wisconsin	$9.31M	-$2.31M	1	2.63%	Reduced
661	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$9.28M	-$2.92M	2	4.03%	Reduced
662	Luther King Capital Management (LKCM) Fort Worth, Texas	$9.25M	-$7.08M	4	0.09%	Reduced
663	LBC Lowe Brockenbrough & Co Richmond, Virginia	$9.24M	-$29K	3	1.47%	Reduced
664	NIP Nicholas Investment Partners Rancho Santa Fe, California	$9.19M	-$492K	2	0.65%	Reduced
665	BPB Badgley, Phelps & Bell Seattle, Washington	$9.17M	+$128K	1	0.74%	Increased
666	GCP GSA Capital Partners London, United Kingdom	$9.16M	-$5.56M	7	0.49%	Reduced
667	Brinker Capital Berwyn, Pennsylvania	$9.04M	+$3.72M	8	0.42%	Increased
668	PL Parthenon LLC Louisville, Kentucky	$8.98M	+$35.5K	1	2.13%	Increased
669	ARTA A.R.T. Advisors New York	$8.96M	-$567K	10	0.41%	Reduced
670	SW SVB Wealth Boston, Massachusetts	$8.94M	-$90.7K	7	0.36%	Reduced
671	Foresters Investment Management New York	$8.88M	-$1.72M	6	0.16%	Reduced
672	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$8.79M	-$2.77M	2	0.6%	Reduced
673	PC Passport Capital San Francisco, California	$8.76M	-$25.6M	1	0.65%	Reduced
674	EA Edge Advisors Atlanta, Georgia	$8.74M	+$1.07M	7	1.07%	Increased
675	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$8.73M	+$8.03M	2	3.75%	Increased