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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	Magnetar Financial Evanston, Illinois	$12M	+$6.64M	7	0.21%	Increased
652	People's United Financial Bridgeport, Connecticut	$12M	-$58.5K	6	0.38%	Reduced
653	Smith Salley Wealth Management Greensboro, North Carolina	$12M	+$3.15M	3	2.15%	Increased
654	RIM Rampart Investment Management Hartford, Connecticut	$11.9M	+$10.1M	6	1.14%	Increased
655	ICP Indus Capital Partners New York	$11.9M	+$9.48M	1	1.35%	Increased
656	Bridges Investment Management Omaha, Nebraska	$11.7M	+$3.1M	2	0.54%	Increased
657	Meyer Handelman Company Rye Brook, New York	$11.7M	-$1.6M	1	0.6%	Reduced
658	Synovus Financial Columbus, Georgia	$11.7M	+$2.25M	10	0.2%	Increased
659	SW SVB Wealth Boston, Massachusetts	$11.7M	-$97.8K	7	0.45%	Reduced
660	GGI Godsey & Gibb Inc Richmond, Virginia	$11.7M	+$12M	1	2.05%	New
661	Veritable Wilmington, Delaware	$11.6M	+$364K	8	0.25%	Increased
662	PP PDT Partners New York	$11.5M	-$503K	2	0.39%	Reduced
663	Chicago Capital Chicago, Illinois	$11.5M	+$11.8M	1	1.54%	New
664	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$11.5M	+$340K	1	2.27%	Increased
665	WI Wafra Inc New York	$11.5M	+$8.15M	1	0.52%	Increased
666	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$11.5M	+$6.92M	12	1.49%	Increased
667	Krane Funds Advisors New York	$11.4M	+$13.5M	2	0.83%	New
668	REMS Real Estate Management Services	$11.4M	-$4.26M	1	2.87%	Reduced
669	CHA Cedar Hill Associates Chicago, Illinois	$11.4M	-$1.73M	1	2.26%	Reduced
670	LBC Lowe Brockenbrough & Co Richmond, Virginia	$11.2M	+$16.4K	3	1.65%	Increased
671	MC Martin Currie Edinburgh, United Kingdom	$11.2M	+$68.3K	2	0.77%	Increased
672	Susquehanna International Group Bala Cynwyd, Pennsylvania	$11.1M	-$21.7M	15	0%	Reduced
673	RIG Roosevelt Investment Group New York	$11.1M	-$296K	2	1.04%	Reduced
674	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$11.1M	+$208K	1	3.62%	Increased
675	Vident Investment Advisory Alpharetta, Georgia	$10.8M	-$1.09M	8	0.44%	Reduced