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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	Burney Company Reston, Virginia	$11.7M	-$1.87M	2	0.69%	Reduced
652	RIG Roosevelt Investment Group New York	$11.7M	+$140K	2	1.09%	Increased
653	HAM Highstreet Asset Management London, Ontario, Canada	$11.6M	+$960K	3	0.7%	Increased
654	TCM Tygh Capital Management Portland, Oregon	$11.6M	+$7.2M	2	1.96%	Increased
655	Synovus Financial Columbus, Georgia	$11.5M	+$344K	11	0.19%	Increased
656	Walleye Trading New York	$11.4M	+$2.56M	8	0.06%	Increased
657	DG Delek Group Herzliya, Israel	$11.3M	+$12.3M	1	0.49%	New
658	Bridges Investment Management Omaha, Nebraska	$11.3M	+$269K	2	0.51%	Increased
659	TCP Tourbillon Capital Partners New York	$11.2M	+$9.61M	1	0.43%	New
660	D.A. Davidson & Co Great Falls, Montana	$11.2M	+$1.62M	8	0.22%	Increased
661	GAI General American Investors New York	$11.1M	+$1.93M	1	1.01%	Increased
662	GGI Godsey & Gibb Inc Richmond, Virginia	$11.1M	+$192K	1	1.92%	Increased
663	QIM Quantitative Investment Management Charlottesville, Virginia	$11.1M	-$15.9M	3	0.23%	Reduced
664	EBIM Eagle Boston Investment Management Boston, Massachusetts	$10.9M	+$1.19M	3	1.01%	Increased
665	AIA AGF Investments America Toronto, Ontario, Canada	$10.9M	-$64K	2	4.02%	Reduced
666	Howard Capital Management Roswell, Georgia	$10.9M	+$2.05M	1	1.19%	Increased
667	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$10.9M	-$9.15M	5	0.08%	Reduced
668	JAM JCIC Asset Management Toronto, Ontario, Canada	$10.8M	-$56.3K	1	3.67%	Reduced
669	Artemis Investment Management Edinburgh, United Kingdom	$10.8M	-$11.5M	2	0.15%	Reduced
670	CS Credential Securities Vancouver,	$10.8M	+$952K	5	2.45%	Increased
671	NCGI Next Century Growth Investors Plymouth, Minnesota	$10.8M	+$2.69M	2	1.38%	Increased
672	CS Central Securities New York	$10.7M	+$9.94M	1	1.66%	New
673	Capital International Sarl Los Angeles, California	$10.7M	+$1.04M	4	1.08%	Increased
674	Tudor Investment Corp Stamford, Connecticut	$10.6M	+$407K	11	0.37%	Increased
675	KS Karpas Strategies Litchfield, Connecticut	$10.6M	-$142K	1	4.59%	Reduced