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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	Thompson Siegel & Walmsley Richmond, Virginia	$20.9M	-$3.04M	9	0.3%	Reduced
652	SM Saya Management New York	$20.9M	-$4.62M	1	14.78%	Reduced
653	Bailard Foster City, California	$20.9M	+$7.44M	11	0.77%	Increased
654	GGI Godsey & Gibb Inc Richmond, Virginia	$20.8M	-$2M	1	2.56%	Reduced
655	Wolverine Asset Management Chicago, Illinois	$20.8M	-$4.14M	13	0.18%	Reduced
656	MCPPUI MIC Capital Partners (Public) (US) IM Al Maryah Island Abu Dhabi, United Arab Emirates	$20.8M	$0	1	5.07%	Maintained
657	VHMC Value Holdings Management Company Hampton Bays, New York	$20.8M	+$6.18M	2	4.74%	Increased
658	CA CapWealth Advisors Franklin, Tennessee	$20.8M	-$196K	1	2.36%	Reduced
659	SM Selkirk Management Chatham, New Jersey	$20.7M	+$4.07M	2	6.17%	Increased
660	Varma Mutual Pension Insurance Co Helsinki, Finland	$20.7M	+$19.3M	1	0.3%	New
661	Atlantic Union Bankshares Glen Allen, Virginia	$20.6M	+$1.89M	4	2.11%	Increased
662	SCA Snowden Capital Advisors New York	$20.6M	+$2.16M	9	1.18%	Increased
663	TCM Tributary Capital Management Omaha, Nebraska	$20.6M	-$2.16M	3	1.61%	Reduced
664	Kestra Advisory Services Austin, Texas	$20.5M	-$10.1M	9	0.26%	Reduced
665	Meyer Handelman Company Rye Brook, New York	$20.5M	+$610K	1	0.85%	Increased
666	Emerald Advisers Leola, Pennsylvania	$20.5M	-$2.65M	1	0.74%	Reduced
667	KS Karpas Strategies Litchfield, Connecticut	$20.5M	-$84.4K	1	7.75%	Reduced
668	Harvest Fund Management Beijing, China	$20.4M	-$1.6M	10	1.98%	Reduced
669	Kennedy Capital Management St Louis, Missouri	$20.4M	-$1.09M	2	0.41%	Reduced
670	Personal Capital Advisors Redwood City, California	$20.3M	+$1.76M	3	0.12%	Increased
671	AP Archon Partners Princeton Junction, New Jersey	$20.3M	$0	1	2.83%	Maintained
672	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$20.2M	-$76.3K	3	1.59%	Reduced
673	GAI General American Investors New York	$20.2M	-$1.03M	1	1.89%	Reduced
674	TC Towle & Co Denver, Colorado	$19.8M	+$3.57M	1	2.09%	Increased
675	Private Advisor Group Morristown, New Jersey	$19.8M	-$6.23M	8	0.19%	Reduced