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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
676	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$6.08M	+$5.89M	2	3.09%	New
677	DR Davis Rea Toronto, Ontario, Canada	$6.08M	+$6.19M	1	6.16%	New
678	SAM Sandell Asset Management New York	$6.03M	+$7.92M	1	1.01%	New
679	AA Apriem Advisors Irvine, California	$6.03M	+$5.78M	3	2.95%	New
680	First National Bank of Omaha Omaha, Nebraska	$6.03M	+$5.93M	2	0.51%	New
681	PCP Perimeter Capital Partners Atlanta, Georgia	$6.02M	+$5.72M	2	1.16%	New
682	Envestnet Asset Management Chicago, Illinois	$6.01M	+$6.12M	13	0.08%	New
683	KCM Kempner Capital Management Galveston, Texas	$6.01M	+$5.78M	1	2.52%	New
684	Clark Capital Management Group Philadelphia, Pennsylvania	$5.98M	+$5.73M	1	0.55%	New
685	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$5.8M	+$5.58M	1	1.7%	New
686	BIC Bridges Investment Counsel Omaha, Nebraska	$5.78M	+$5.54M	1	1.49%	New
687	PPCM Pillar Pacific Capital Management Pacifica, California	$5.74M	+$6.1M	4	1.37%	New
688	GD Grandfield & Dodd New York	$5.73M	+$5.51M	1	1.08%	New
689	GS Gagnon Securities New York	$5.72M	+$6.44M	1	2.07%	New
690	Perpetual Ltd Sydney, New South Wales, Australia	$5.68M	+$5.96M	3	0.85%	New
691	CAM Cypress Asset Management Houston, Texas	$5.66M	+$5.43M	2	1.05%	New
692	NG NatWest Group Edinburgh, Scotland, United Kingdom	$5.66M	+$6.25M	5	0.08%	New
693	AAM Archipel Asset Management Stockholm, Sweden	$5.63M	+$6.33M	1	1.15%	New
694	AAIM American Assets Investment Management San Diego, California	$5.61M	+$6.37M	4	2.07%	New
695	Nippon Life Global Investors Americas New York	$5.6M	+$6.3M	1	0.62%	New
696	BCMNY Buckingham Capital Management (New York) New York	$5.56M	+$5.33M	1	0.53%	New
697	KS Karpas Strategies Litchfield, Connecticut	$5.52M	+$5.61M	1	3.38%	New
698	CC Curian Capital Denver, Colorado	$5.5M	+$5.42M	3	0.1%	New
699	MCM McKinley Capital Management Anchorage, Alaska	$5.48M	+$5.55M	3	0.28%	New
700	ST Semper Trust King Of Prussia, Pennsylvania	$5.47M	+$5.41M	3	3.16%	New