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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	SW SVB Wealth Boston, Massachusetts	$6.78M	-$2.79M	4	0.26%	Reduced
677	MCM McRae Capital Management Morristown, New Jersey	$6.74M	+$195K	1	3.44%	Increased
678	WHI William Harris Investors Chicago, Illinois	$6.74M	+$6.1M	1	1.91%	Increased
679	SRCM Swift Run Capital Management Charlottesville, Virginia	$6.74M	-$865K	1	3.52%	Reduced
680	Virtu KCG Holdings New York	$6.71M	+$448K	13	0.11%	Increased
681	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$6.66M	+$2.5M	4	0.76%	Increased
682	KAM Knightsbridge Asset Management Newport Beach, California	$6.62M	-$1.64M	1	4.65%	Reduced
683	FIM Frontier Investment Management Dallas, Texas	$6.6M	+$809K	3	1.1%	Increased
684	Foresters Investment Management New York	$6.59M	+$435K	2	0.14%	Increased
685	AWW Alan W. Weber	$6.59M	+$5.82M	2	5.92%	Increased
686	SCA Signpost Capital Advisors New York	$6.56M	-$4.65M	1	2.26%	Reduced
687	Regions Financial Corp Birmingham, Alabama	$6.55M	-$708K	3	0.09%	Reduced
688	PL Parthenon LLC Louisville, Kentucky	$6.5M	+$17.9K	1	1.81%	Increased
689	AAC Asset Advisors Corp Augusta, Georgia	$6.46M	-$811K	1	1.59%	Reduced
690	HFS Haverford Financial Services Radnor, Pennsylvania	$6.46M	+$981K	1	2.98%	Increased
691	DR Davis Rea Toronto, Ontario, Canada	$6.45M	-$17.5K	1	3.94%	Reduced
692	GCP GSA Capital Partners London, United Kingdom	$6.41M	-$11.2M	9	0.32%	Reduced
693	HAM Highstreet Asset Management London, Ontario, Canada	$6.38M	-$845K	2	2.1%	Reduced
694	Artemis Investment Management Edinburgh, United Kingdom	$6.37M	-$653K	1	0.19%	Reduced
695	OCM Olstein Capital Management Purchase, New York	$6.35M	+$752K	1	0.79%	Increased
696	AC AFAM Capital Austin, Texas	$6.31M	-$129K	1	0.96%	Reduced
697	Veritable Wilmington, Delaware	$6.3M	+$779K	6	0.18%	Increased
698	Kayne Anderson Rudnick Investment Management Los Angeles, California	$6.21M	+$384K	3	0.11%	Increased
699	LNB Ledyard National Bank	$6.16M	-$1.37M	3	1.18%	Reduced
700	Bridgeway Capital Management Houston, Texas	$6.15M	+$212K	5	0.13%	Increased