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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	FBP Flippin Bruce & Porter Lynchburg, Virginia	$10.8M	+$123K	1	2.33%	Increased
677	CA Callahan Advisors Houston, Texas	$10.8M	+$251K	2	2.21%	Increased
678	Trexquant Investment Stamford, Connecticut	$10.7M	+$8.39M	8	0.74%	Increased
679	Hudson Bay Capital Management Stamford, Connecticut	$10.6M	+$6.68M	2	0.22%	Increased
680	Boothbay Fund Management New York	$10.6M	+$4.01M	6	1.26%	Increased
681	EBIM Eagle Boston Investment Management Boston, Massachusetts	$10.6M	-$156K	2	1.06%	Reduced
682	PL Parthenon LLC Louisville, Kentucky	$10.6M	-$12.6K	1	2.5%	Reduced
683	GWM Graybill Wealth Management Elmhurst, Illinois	$10.6M	+$10.3K	4	8.05%	Increased
684	CC ClearArc Capital Cincinnati, Ohio	$10.5M	-$7.01M	6	1.58%	Reduced
685	JAM JCIC Asset Management Toronto, Ontario, Canada	$10.4M	-$8.15K	1	3.46%	Reduced
686	AHC Adell Harriman & Carpenter Houston, Texas	$10.4M	-$91.8K	2	2.16%	Reduced
687	Tudor Investment Corp Stamford, Connecticut	$10.4M	+$1.9M	10	0.34%	Increased
688	KS Karpas Strategies Litchfield, Connecticut	$10.3M	+$669K	1	4.49%	Increased
689	DnB Asset Management Oslo, Norway	$10.3M	+$880K	6	0.12%	Increased
690	HAM Highstreet Asset Management London, Ontario, Canada	$10.2M	-$3.36M	3	0.67%	Reduced
691	GIM Goelzer Investment Management Carmel, Indiana	$10.1M	-$299K	2	1.21%	Reduced
692	AIA AGF Investments America Toronto, Ontario, Canada	$9.92M	-$1.83M	2	3.78%	Reduced
693	GAI General American Investors New York	$9.92M	$0	1	0.94%	Maintained
694	FA FDx Advisors Chicago, Illinois	$9.9M	-$1.02M	9	0.3%	Reduced
695	PineBridge Investments New York	$9.9M	+$1.92M	11	0.23%	Increased
696	Capital International Sarl Los Angeles, California	$9.9M	+$1.64M	3	0.95%	Increased
697	Granahan Investment Management Waltham, Massachusetts	$9.6M	-$426K	3	0.69%	Reduced
698	Wolverine Asset Management Chicago, Illinois	$9.57M	-$13M	4	0.12%	Reduced
699	JCM JS Capital Management New York	$9.55M	+$9.4M	2	3.47%	New
700	SRAM Stone Ridge Asset Management New York	$9.53M	-$2.35M	6	0.56%	Reduced