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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	SAM Shikiar Asset Management New York	$8.67M	+$9.43M	1	3.91%	New
677	TWI Thomas White International Chicago, Illinois	$8.62M	+$368K	1	1.25%	Increased
678	Norinchukin Bank Tokyo, Japan	$8.59M	+$530K	6	0.19%	Increased
679	Laurion Capital Management New York	$8.57M	+$2.84M	8	0.06%	Increased
680	VHMC Value Holdings Management Company Hampton Bays, New York	$8.54M	-$5.09M	1	3.57%	Reduced
681	AAM AO Asset Management New York	$8.43M	+$119K	1	2.1%	Increased
682	ECM EII Capital Management New York	$8.38M	+$127K	3	2.68%	Increased
683	CA Cullinan Associates Louisville, Kentucky	$8.35M	+$757K	3	0.68%	Increased
684	RA RMR Advisors Newton, Massachusetts	$8.29M	+$772K	4	3.74%	Increased
685	CP Cumberland Partners Toronto, Ontario, Canada	$8.24M	-$110K	1	1.2%	Reduced
686	Washington Trust Westerly, Rhode Island	$8.22M	+$341K	1	0.52%	Increased
687	LIA LS Investment Advisors Bloomfield Hills, Michigan	$8.2M	+$1.56M	18	0.52%	Increased
688	GS Gagnon Securities New York	$8.19M	-$402K	1	3.54%	Reduced
689	CCM Century Capital Management Boston, Massachusetts	$8.19M	-$3.31M	3	1.3%	Reduced
690	Kentucky Retirement Systems Frankfort, Kentucky	$8.19M	-$1.04M	6	0.63%	Reduced
691	BPIM Brant Point Investment Management New York	$8.18M	+$1.46M	3	0.84%	Increased
692	PP Paloma Partners Greenwich, Connecticut	$8.11M	-$4.46M	11	0.1%	Reduced
693	KB Kimelman & Baird New York	$8.1M	$0	1	1.23%	Maintained
694	SC Selz Capital New York	$8.09M	$0	1	2.11%	Maintained
695	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$8.02M	+$221K	7	0.71%	Increased
696	SSB Sandy Spring Bank Olney, Maryland	$7.95M	-$68.6K	4	0.79%	Reduced
697	D.A. Davidson & Co Great Falls, Montana	$7.92M	-$8.55M	14	0.19%	Reduced
698	Magnetar Financial Evanston, Illinois	$7.87M	+$7.77M	3	0.11%	New
699	EA Evanston Advisors Schaumburg, Illinois	$7.84M	+$304K	1	2.13%	Increased
700	PL Parkwood LLC Cleveland, Ohio	$7.84M	+$197K	3	1.1%	Increased