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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	LSA L & S Advisors Los Angeles, California	$22.7M	+$8.72M	4	2.45%	Increased
652	MPAM Monarch Partners Asset Management Boston, Massachusetts	$22.6M	+$3.63M	3	3.3%	Increased
653	Atlantic Union Bankshares Glen Allen, Virginia	$22.5M	+$396K	4	2.12%	Increased
654	Bragg Financial Advisors Charlotte, North Carolina	$22.5M	-$862K	2	1.44%	Reduced
655	CCA Cobblestone Capital Advisors Rochester, New York	$22.4M	+$134K	2	1.53%	Increased
656	Kestra Advisory Services Austin, Texas	$22.4M	+$1.41M	11	0.22%	Increased
657	BM Bridger Management New York	$22.4M	$0	1	2.62%	Maintained
658	Cetera Advisor Networks El Segundo, California	$22.2M	+$1.85M	14	0.3%	Increased
659	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$22.2M	+$244K	2	1.21%	Increased
660	HRT Financial New York	$22.1M	+$6.59M	19	0.13%	Increased
661	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$22M	+$8.21M	2	2.25%	Increased
662	AC AltraVue Capital Bellevue, Washington	$22M	+$1.01M	1	3.25%	Increased
663	GAI General American Investors New York	$21.8M	$0	1	1.85%	Maintained
664	OGC Oak Grove Capital North Hampton, New Hampshire	$21.8M	+$369K	1	4.7%	Increased
665	Associated Banc-Corp Green Bay, Wisconsin	$21.7M	-$174K	1	0.86%	Reduced
666	Fiduciary Trust Boston, Massachusetts	$21.7M	+$779K	7	0.39%	Increased
667	Personal Capital Advisors Redwood City, California	$21.6M	+$596K	3	0.11%	Increased
668	Meyer Handelman Company Rye Brook, New York	$21.5M	-$591K	1	0.88%	Reduced
669	Wealthfront Advisers Palo Alto, California	$21.3M	+$7.99M	7	0.1%	Increased
670	Inspire Investing Meridian, Idaho	$21.2M	+$6.03M	10	2.69%	Increased
671	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$21.2M	+$123K	5	1.42%	Increased
672	PM Pembroke Management Montreal, Quebec, Canada	$21.2M	-$975K	1	1.6%	Reduced
673	Raymond James Trust St. Petersburg, Florida	$21.1M	+$12.6K	11	0.7%	Increased
674	RIM Redpoint Investment Management Sydney, NSW, Australia	$21M	+$2.04M	9	1.79%	Increased
675	AFIA America First Investment Advisors Omaha, Nebraska	$20.9M	-$499K	1	6.36%	Reduced