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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	AHL Partners London, United Kingdom	$8.07M	-$596K	7	0.44%	Reduced
677	SFG Sather Financial Group Victoria, Texas	$8.04M	+$515K	1	3.12%	Increased
678	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$8M	-$578K	3	1.07%	Reduced
679	CA Cumberland Advisors Sarasota, Florida	$7.99M	+$3.94M	1	4.92%	Increased
680	PL Parthenon LLC Louisville, Kentucky	$7.92M	+$6.36K	1	1.99%	Increased
681	Bahl & Gaynor Cincinnati, Ohio	$7.91M	-$859K	2	0.1%	Reduced
682	YP Yellowstone Partners Idaho Falls, Idaho	$7.9M	-$2.04M	2	3.4%	Reduced
683	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$7.9M	+$156K	8	0.79%	Increased
684	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.87M	-$8.56K	3	1.37%	Reduced
685	FCI Financial Counselors Inc Overland Park, Kansas	$7.87M	+$218K	2	0.47%	Increased
686	MCM McRae Capital Management Morristown, New Jersey	$7.82M	-$160K	1	3.62%	Reduced
687	HAM Highstreet Asset Management London, Ontario, Canada	$7.79M	-$985K	4	2.73%	Reduced
688	CCM Cobalt Capital Management Short Hills, New Jersey	$7.77M	+$9.05M	1	1.03%	New
689	PR Payden & Rygel Los Angeles, California	$7.76M	-$7.39M	1	0.88%	Reduced
690	Palisade Capital Management Fort Lee, New Jersey	$7.76M	-$6.06M	1	0.28%	Reduced
691	SIM Sentry Investment Management Stevens Point, Wisconsin	$7.75M	+$1.16M	6	0.34%	Increased
692	VHMC Value Holdings Management Company Hampton Bays, New York	$7.74M	$0	1	4.97%	Maintained
693	SCM Symons Capital Management Pittsburgh, Pennsylvania	$7.74M	-$28.6M	1	1.8%	Reduced
694	Vident Investment Advisory Alpharetta, Georgia	$7.68M	-$9.73M	3	1.08%	Reduced
695	RAM Riggs Asset Management Dallas, Pennsylvania	$7.68M	+$81.1K	1	4.03%	Increased
696	E. Ohman J:or Asset Management Stockholm, Sweden	$7.67M	+$105K	5	1.27%	Increased
697	Conning Inc Hartford, Connecticut	$7.67M	+$66K	6	0.32%	Increased
698	Capital International Inc Los Angeles, California	$7.66M	-$4.58M	3	0.92%	Reduced
699	Zurich Insurance Group Zurich, Switzerland	$7.63M	+$1.51M	1	0.27%	Increased
700	CP Cumberland Partners Toronto, Ontario, Canada	$7.57M	-$181K	1	1.07%	Reduced