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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	AP Archon Partners Princeton Junction, New Jersey	$13.5M	$0	1	2.85%	Maintained
652	Vident Investment Advisory Alpharetta, Georgia	$13.5M	-$3.17M	7	0.73%	Reduced
653	FIG Fortress Investment Group New York	$13.4M	-$1.64M	1	1.36%	Reduced
654	GCA GSI Capital Advisors Newport Beach, California	$13.3M	-$1.34M	1	7.35%	Reduced
655	PC Periscope Capital Toronto, Ontario, Canada	$13.2M	+$6.53M	2	2.28%	Increased
656	BA Boston Advisors Boston, Massachusetts	$13.2M	+$668K	7	0.67%	Increased
657	MFWM Motley Fool Wealth Management Alexandria, Virginia	$13.1M	+$11M	2	0.85%	Increased
658	RC Raine Capital New York	$13.1M	+$6.11M	1	8.12%	Increased
659	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$13.1M	+$7.13M	3	1.5%	Increased
660	Atria Investments Charlotte, North Carolina	$13.1M	+$6.62M	9	0.55%	Increased
661	HT HAP Trading New York	$13.1M	+$2.39M	1	1.17%	Increased
662	Eastern Bank Boston, Massachusetts	$13.1M	-$5.79K	1	0.88%	Reduced
663	Associated Banc-Corp Green Bay, Wisconsin	$12.9M	-$1.01M	1	0.75%	Reduced
664	RIM Ranger Investment Management Dallas, Texas	$12.9M	-$17.8M	1	0.93%	Reduced
665	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$12.9M	-$598K	4	0.98%	Reduced
666	DP Dearborn Partners Chicago, Illinois	$12.9M	+$66.1K	2	0.86%	Increased
667	Aristotle Capital Management Los Angeles, California	$12.8M	+$1.12M	2	0.08%	Increased
668	VHMC Value Holdings Management Company Hampton Bays, New York	$12.8M	$0	1	4.28%	Maintained
669	GS Gagnon Securities New York	$12.8M	+$4.4M	1	2.79%	Increased
670	AIM Avity Investment Management Greenwich, Connecticut	$12.7M	-$11.3M	1	1.54%	Reduced
671	STB S&T Bank Indiana, Pennsylvania	$12.7M	+$165K	2	2.86%	Increased
672	FBP Flippin Bruce & Porter Lynchburg, Virginia	$12.7M	+$168K	1	2.27%	Increased
673	AR Advisory Research Chicago, Illinois	$12.6M	+$605K	2	0.24%	Increased
674	Meyer Handelman Company Rye Brook, New York	$12.6M	+$57.2K	2	0.65%	Increased
675	Synovus Financial Columbus, Georgia	$12.5M	-$409K	12	0.2%	Reduced