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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	CA Callahan Advisors Houston, Texas	$10.5M	-$2.96K	2	2.29%	Reduced
652	Bridgeway Capital Management Houston, Texas	$10.5M	-$20.3M	4	0.13%	Reduced
653	MC Martin Currie Edinburgh, United Kingdom	$10.5M	-$7.76M	1	0.84%	Reduced
654	BPB Badgley, Phelps & Bell Seattle, Washington	$10.5M	+$108K	1	0.82%	Increased
655	GL GLG LLC New York	$10.4M	-$1.2M	5	0.64%	Reduced
656	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$10.4M	+$1.41M	4	0.7%	Increased
657	Voloridge Investment Management Jupiter, Florida	$10.4M	+$568K	2	0.26%	Increased
658	KS Karpas Strategies Litchfield, Connecticut	$10.2M	$0	1	4.61%	Maintained
659	MCM McRae Capital Management Morristown, New Jersey	$10.2M	-$7.54K	1	4.14%	Reduced
660	SCM SKBA Capital Management San Francisco, California	$10.2M	-$1.75M	2	1.54%	Reduced
661	SFG Sather Financial Group Victoria, Texas	$10.1M	+$50.2K	1	2.92%	Increased
662	Waratah Capital Advisors Toronto, Ontario, Canada	$10.1M	+$9.68M	2	1.41%	New
663	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$10M	+$9.96M	1	2.2%	New
664	Robeco Schweiz Zurich, Switzerland	$9.97M	-$3.03M	2	0.84%	Reduced
665	AR Advisory Research Chicago, Illinois	$9.88M	+$4.61M	2	0.16%	Increased
666	ARTA A.R.T. Advisors New York	$9.85M	+$766K	11	0.52%	Increased
667	EA Edge Advisors Atlanta, Georgia	$9.85M	+$655K	7	1.12%	Increased
668	Norinchukin Bank Tokyo, Japan	$9.83M	+$694K	6	0.2%	Increased
669	NA Navellier & Associates Reno, Nevada	$9.76M	-$4.31M	4	1.46%	Reduced
670	HAM Hillcrest Asset Management Plano, Texas	$9.75M	-$18.8K	1	1.8%	Reduced
671	OA Oak Associates Akron, Ohio	$9.72M	+$529K	2	0.73%	Increased
672	AC Asturias Capital New York	$9.68M	-$2.68M	1	3.46%	Reduced
673	CCM Century Capital Management Boston, Massachusetts	$9.61M	+$1.08M	3	1.65%	Increased
674	NIP Nicholas Investment Partners Rancho Santa Fe, California	$9.42M	+$7.24K	2	0.67%	Increased
675	NCGI Next Century Growth Investors Plymouth, Minnesota	$9.38M	-$3.09M	2	0.9%	Reduced