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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	MC Martin Currie Edinburgh, United Kingdom	$23.1M	+$3.3M	1	0.74%	Increased
652	Inspire Investing Meridian, Idaho	$23.1M	-$2.49M	9	2.67%	Reduced
653	RG Renaissance Group Covington, Kentucky	$23.1M	+$5.25M	5	1.04%	Increased
654	Hudson Bay Capital Management Stamford, Connecticut	$23M	+$586K	5	0.31%	Increased
655	Meyer Handelman Company Rye Brook, New York	$23M	+$291K	1	0.88%	Increased
656	NP NS Partners London, United Kingdom	$22.9M	-$13.5M	1	1.22%	Reduced
657	PM Pembroke Management Montreal, Quebec, Canada	$22.8M	+$425K	2	1.91%	Increased
658	Heritage Investors Management Corp Bethesda, Maryland	$22.7M	+$1.07M	5	0.91%	Increased
659	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$22.7M	-$7.33K	1	2.73%	Reduced
660	New Mexico Educational Retirement Board Santa Fe, New Mexico	$22.6M	-$3.23M	9	0.84%	Reduced
661	SAM Stansberry Asset Management Westlake, Texas	$22.6M	+$1.21M	2	3.67%	Increased
662	Hillsdale Investment Management Toronto, Ontario, Canada	$22.5M	-$3.79M	3	1.45%	Reduced
663	Exchange Traded Concepts Oklahoma City, Oklahoma	$22.4M	+$5.28M	20	0.45%	Increased
664	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$22.4M	+$1.11M	3	0.46%	Increased
665	EULAV Asset Management Sarasota, Florida	$22.3M	-$10.5M	3	0.66%	Reduced
666	BDAM Blue Door Asset Management Stamford, Connecticut	$22.2M	+$8.11M	2	12.83%	Increased
667	GAI General American Investors New York	$22.2M	$0	1	1.81%	Maintained
668	AP Archon Partners Princeton Junction, New Jersey	$22.1M	$0	1	2.93%	Maintained
669	Kentucky Retirement Systems Frankfort, Kentucky	$22.1M	+$1.29M	7	0.91%	Increased
670	OCM Orchard Capital Management Chicago, Illinois	$22.1M	+$1.47M	2	6.27%	Increased
671	Raymond James Trust St. Petersburg, Florida	$22M	-$341K	10	0.68%	Reduced
672	KHCM Kettle Hill Capital Management New York	$21.9M	+$11.9M	3	4.27%	Increased
673	PCA Providence Capital Advisors Charlotte, North Carolina	$21.9M	+$1.94M	4	5.36%	Increased
674	KA Kintegral Advisory New York	$21.8M	+$467K	6	2.4%	Increased
675	PC Port Capital Chicago, Illinois	$21.8M	-$964K	1	1.51%	Reduced