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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	Twin Tree Management Dallas, Texas	$47.3M	-$51.7M	6	0.09%	Reduced
652	Pertento Partners London, United Kingdom	$46.9M	+$24.8M	1	4.2%	Increased
653	Oberweis Asset Management Lisle, Illinois	$46.5M	+$23.7M	4	2.02%	Increased
654	Oversea-Chinese Banking Corp (OCBC) Singapore	$46.3M	-$7.32M	5	1.27%	Reduced
655	Stanley Capital Management Houston, Texas	$46.2M	+$9.8M	1	7.78%	Increased
656	J. Safra Sarasin Holding	$46.2M	-$15.7M	9	0.8%	Reduced
657	Gradient Investments Arden Hills, Minnesota	$46.2M	+$4.96M	2	0.84%	Increased
658	LGT Capital Partners Pfaeffikon, Switzerland	$45.7M	+$584K	1	2.02%	Increased
659	Waverton Investment Management London, United Kingdom	$45.6M	$0	2	0.63%	Maintained
660	HP Highlander Partners Dallas, Texas	$45.4M	$0	1	17.44%	Maintained
661	Stratos Wealth Partners Beachwood, Ohio	$45.4M	+$2.31M	16	0.61%	Increased
662	Intrinsic Edge Capital Management Chicago, Illinois	$45.3M	+$41M	5	6.34%	New
663	Cumberland Partners Toronto, Ontario, Canada	$45.1M	-$1.94M	3	3.13%	Reduced
664	Beck Mack & Oliver New York	$44.9M	-$2.25M	2	0.86%	Reduced
665	Carson Wealth (CWM LLC) Omaha, Nebraska	$44.8M	+$11.3M	34	0.16%	Increased
666	BWCP LP Dallas, Texas	$44.5M	+$16.9M	2	7.28%	Increased
667	AHT Amanah Holdings Trust London,	$44.5M	+$33.4M	1	11.02%	New
668	Sit Investment Associates Minneapolis, Minnesota	$44.3M	-$1.52M	6	0.95%	Reduced
669	Simplex Trading Chicago, Illinois	$44M	+$8.19M	19	0.03%	Increased
670	F.L. Putnam Investment Management Lynnfield, Massachusetts	$43.9M	-$11M	9	0.75%	Reduced
671	Atlantic Union Bankshares Glen Allen, Virginia	$43.5M	+$23.1M	11	0.99%	Increased
672	Generali Asset Management Trieste, Italy	$43.4M	-$2.6M	8	0.99%	Reduced
673	KMC Kirr Marbach & Co Columbus, Indiana	$43.4M	+$307K	2	8.58%	Increased
674	Knights of Columbus Asset Advisors New Haven, Connecticut	$43.2M	-$1.34M	7	2.62%	Reduced
675	Grassi Investment Management Santa Clara, California	$42.9M	+$254K	3	3.41%	Increased