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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	Veritable Wilmington, Delaware	$9.32M	-$1.02M	7	0.21%	Reduced
677	SEC Seven Eight Capital New York	$9.32M	+$3.66M	4	0.52%	Increased
678	CC Cipher Capital New York	$9.29M	-$4.52M	5	1.3%	Reduced
679	DA Denali Advisors San Diego, California	$9.21M	-$4.22M	1	1.54%	Reduced
680	WorldQuant Millennium Advisors New York	$9.2M	+$1.75M	4	0.27%	Increased
681	UBV United Bank (Virginia) Vienna, Virginia	$9.18M	+$110K	2	1.91%	Increased
682	Profund Advisors Bethesda, Maryland	$9.14M	-$6.26M	14	0.57%	Reduced
683	LIC Lodestar Investment Counsel Chicago, Illinois	$9.13M	+$763K	1	1.11%	Increased
684	CS Central Securities New York	$9.04M	$0	1	1.66%	Maintained
685	TCM Tekne Capital Management New York	$9.02M	-$7.65M	1	4.49%	Reduced
686	JAM JLP Asset Management New York	$9.01M	+$9.95M	1	8.01%	New
687	LBC Lowe Brockenbrough & Co Richmond, Virginia	$9.01M	-$32.9K	3	1.47%	Reduced
688	QI Quilter Investors London, United Kingdom	$8.96M	+$9.76M	1	6.05%	New
689	CI Cowen Inc New York	$8.92M	-$487K	2	0.99%	Reduced
690	Loews Corp New York	$8.91M	+$7.51M	2	0.07%	Increased
691	PCM Penn Capital Management Philadelphia, Pennsylvania	$8.78M	+$2.73M	3	0.87%	Increased
692	ETrade Capital Management Arlington, Virginia	$8.67M	+$345K	12	0.28%	Increased
693	JIR James Investment Research Alpha, Ohio	$8.63M	-$2.55M	4	0.54%	Reduced
694	MAI Capital Management Independence, Ohio	$8.6M	+$162K	5	0.5%	Increased
695	WRBC W.R. Berkley Corp Greenwich, Connecticut	$8.55M	$0	2	1.87%	Maintained
696	NA Neuburgh Advisers Los Angeles, California	$8.47M	+$3.32M	7	0.33%	Increased
697	Sands Capital Management Arlington, Virginia	$8.38M	+$9.26M	1	0.03%	New
698	Chartwell Investment Partners Berywn, Pennsylvania	$8.35M	+$223K	2	0.29%	Increased
699	Azimuth Capital Management Bloomfield Hills, Michigan	$8.34M	+$742K	5	0.64%	Increased
700	Washington Trust Westerly, Rhode Island	$8.27M	+$790K	2	0.53%	Increased