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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	ETrade Capital Management Arlington, Virginia	$10.6M	+$851K	13	0.33%	Increased
677	MP Marlowe Partners New York	$10.6M	+$9.95M	1	7.83%	New
678	People's United Financial Bridgeport, Connecticut	$10.5M	-$1.36M	6	0.27%	Reduced
679	MC Martin Currie Edinburgh, United Kingdom	$10.5M	+$12.4K	2	0.73%	Increased
680	AIP ARS Investment Partners New York	$10.4M	+$195K	2	1.67%	Increased
681	CHA Cedar Hill Associates Chicago, Illinois	$10.4M	-$1.37M	1	2.17%	Reduced
682	GWM Graybill Wealth Management Elmhurst, Illinois	$10.3M	-$198K	4	7.93%	Reduced
683	DnB Asset Management Oslo, Norway	$10.3M	-$195K	5	0.12%	Reduced
684	GIM Goelzer Investment Management Carmel, Indiana	$10.3M	+$181K	2	1.2%	Increased
685	FBP Flippin Bruce & Porter Lynchburg, Virginia	$10.3M	+$180K	1	2.13%	Increased
686	HIM HughesLittle Investment Management Vancouver,	$10.1M	+$10M	1	4.52%	New
687	GH GAM Holding Zurich, Switzerland	$10.1M	-$3.15M	4	0.35%	Reduced
688	Voloridge Investment Management Jupiter, Florida	$10.1M	-$25.9M	2	0.27%	Reduced
689	RCM Riverhead Capital Management Wilmington, Delaware	$10.1M	+$477K	16	0.4%	Increased
690	AHC Adell Harriman & Carpenter Houston, Texas	$9.99M	-$680K	2	1.98%	Reduced
691	Washington Trust Westerly, Rhode Island	$9.97M	+$545K	6	0.53%	Increased
692	PineBridge Investments New York	$9.95M	+$323K	10	0.24%	Increased
693	TW Transform Wealth Greenwood Village, Colorado	$9.87M	+$3.46M	3	1.79%	Increased
694	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$9.86M	-$1.61M	1	3.51%	Reduced
695	SW SVB Wealth Boston, Massachusetts	$9.8M	-$1.6M	7	0.38%	Reduced
696	LBC Lowe Brockenbrough & Co Richmond, Virginia	$9.78M	-$645K	3	1.44%	Reduced
697	Quantbot Technologies New York	$9.73M	+$1.91M	11	0.66%	Increased
698	UR USCA RIA Houston, Texas	$9.62M	-$2.86M	5	1.03%	Reduced
699	Truist Financial Charlotte, North Carolina	$9.51M	+$248K	7	0.18%	Increased
700	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$9.45M	+$50.3K	4	0.33%	Increased