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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	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$14.9M	+$14.4M	7	0.47%	New
652	GS Gagnon Securities New York	$14.8M	-$236K	1	3.25%	Reduced
653	GAI General American Investors New York	$14.6M	$0	1	1.34%	Maintained
654	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$14.6M	+$169K	1	6.56%	Increased
655	Nishkama Capital LLC Dorado, Puerto Rico	$14.5M	+$11.4M	2	8.53%	Increased
656	GHA GW Henssler & Associates Kennesaw, Georgia	$14.4M	+$11.4M	2	1.19%	Increased
657	GCA GSI Capital Advisors Newport Beach, California	$14.3M	+$56.2K	1	8.54%	Increased
658	Heritage Investors Management Corp Bethesda, Maryland	$14.3M	+$262K	4	0.76%	Increased
659	Washington Trust Westerly, Rhode Island	$14.3M	+$193K	2	0.56%	Increased
660	BU Brown University Providence, Rhode Island	$14.2M	+$13.8M	1	7.76%	New
661	TPC Tiger Pacific Capital New York	$14.2M	+$896K	1	4.11%	Increased
662	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$14.2M	-$763K	5	1.19%	Reduced
663	Northeast Financial Consultants Westport, Connecticut	$14.1M	+$17.2K	1	1.26%	Increased
664	UR USCA RIA Houston, Texas	$14M	+$1.78M	9	1.26%	Increased
665	RIG Roosevelt Investment Group New York	$14M	-$502K	2	1.44%	Reduced
666	Waratah Capital Advisors Toronto, Ontario, Canada	$14M	-$24.1M	1	1.48%	Reduced
667	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$13.9M	+$7.38M	5	0.63%	Increased
668	MML Investors Services Springfield, Massachusetts	$13.9M	+$2M	9	0.2%	Increased
669	Wolverine Asset Management Chicago, Illinois	$13.8M	+$8.23M	7	0.16%	Increased
670	Bartlett & Co Wealth Management Cincinnati, Ohio	$13.8M	-$574K	7	0.34%	Reduced
671	FBP Flippin Bruce & Porter Lynchburg, Virginia	$13.8M	-$363K	1	2.37%	Reduced
672	CCA Cobblestone Capital Advisors Rochester, New York	$13.8M	+$86.1K	2	1.25%	Increased
673	Colony Group Boston, Massachusetts	$13.7M	+$1.73M	6	0.35%	Increased
674	PFM Patton Fund Management Dallas, Texas	$13.7M	+$6.36M	4	4.78%	Increased
675	Veritable Wilmington, Delaware	$13.7M	+$243K	8	0.25%	Increased