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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	LBC Lowe Brockenbrough & Co Richmond, Virginia	$9.38M	-$139K	3	1.47%	Reduced
677	Jane Street New York	$9.37M	+$3.96M	13	0.03%	Increased
678	KTA Keeley-Teton Advisors Chicago, Illinois	$9.37M	-$360K	1	0.45%	Reduced
679	Candriam SCA Strassen, Luxembourg, Luxembourg	$9.34M	-$915K	5	0.18%	Reduced
680	UR USCA RIA Houston, Texas	$9.29M	+$2.55M	4	1.19%	Increased
681	PEAK6 Group Chicago, Illinois	$9.29M	+$4.94M	9	0.05%	Increased
682	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$9.25M	+$1.22M	7	0.95%	Increased
683	HCMT Highland Capital Management (Texas) Dallas, Texas	$9.23M	+$9.15M	2	0.39%	New
684	TAM Tealwood Asset Management Minneapolis, Minnesota	$9.22M	-$1.33M	2	3.45%	Reduced
685	SIM Sentry Investment Management Stevens Point, Wisconsin	$9.14M	+$887K	6	0.36%	Increased
686	RA RMR Advisors Newton, Massachusetts	$9.01M	$0	4	4.53%	Maintained
687	PL Parthenon LLC Louisville, Kentucky	$9.01M	+$37.9K	1	2.14%	Increased
688	Washington Trust Westerly, Rhode Island	$8.97M	+$152K	1	0.55%	Increased
689	PM Pembroke Management Montreal, Quebec, Canada	$8.95M	+$8.84M	1	0.8%	New
690	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$8.89M	-$1.77M	3	0.05%	Reduced
691	Kentucky Retirement Systems Frankfort, Kentucky	$8.87M	+$166K	6	0.67%	Increased
692	CP Cumberland Partners Toronto, Ontario, Canada	$8.84M	-$39.6K	1	1.25%	Reduced
693	CCI Columbus Circle Investors	$8.83M	-$4.91M	2	0.15%	Reduced
694	SC Selz Capital New York	$8.83M	$0	1	2.49%	Maintained
695	Oribel Capital Management New York	$8.8M	+$8.86M	1	2.3%	New
696	Tudor Investment Corp Stamford, Connecticut	$8.79M	-$1.03M	7	0.27%	Reduced
697	Virtu KCG Holdings New York	$8.78M	+$2.22M	11	0.24%	Increased
698	TWI Thomas White International Chicago, Illinois	$8.73M	-$492K	2	1.5%	Reduced
699	FIM Friedberg Investment Management Houston, Texas	$8.72M	+$683K	3	3.74%	Increased
700	RCM Riverhead Capital Management Wilmington, Delaware	$8.66M	-$4.12M	15	0.43%	Reduced