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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	Heritage Investors Management Corp Bethesda, Maryland	$19.8M	+$1.5M	4	0.88%	Increased
677	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$19.7M	-$2.43M	3	1.48%	Reduced
678	VWM Valley Wealth Managers Paramus, New Jersey	$19.6M	-$215K	2	1.76%	Reduced
679	GECH Garnet Equity Capital Holdings New York	$19.4M	+$5.78M	3	4.37%	Increased
680	Ameritas Investment Partners Lincoln, Nebraska	$19.4M	-$4.3M	20	0.74%	Reduced
681	WesBanco Bank Wheeling, West Virginia	$19.3M	+$18.8M	7	0.76%	New
682	WhitTier Trust Company Reno, Nevada	$19.2M	+$1.53M	10	0.86%	Increased
683	Empyrean Capital Partners Los Angeles, California	$19.2M	-$14.1M	1	0.55%	Reduced
684	ECM EII Capital Management New York	$19.2M	+$562K	5	10%	Increased
685	FFM Fullerton Fund Management Singapore	$19.1M	-$3.67M	1	1.47%	Reduced
686	Jefferies Group New York	$19M	-$4.97M	7	0.17%	Reduced
687	OCAM Owl Creek Asset Management New York	$18.9M	+$10.2M	2	0.64%	Increased
688	Advisors Capital Management Ridgewood, New Jersey	$18.9M	-$3.5M	3	0.66%	Reduced
689	TIP Torray Investment Partners Bethesda, Maryland	$18.9M	+$21.1K	2	2.95%	Increased
690	ZCM Ziegler Capital Management Chicago, Illinois	$18.8M	-$145K	4	0.59%	Reduced
691	Maven Securities St Helier, Jersey	$18.7M	+$3.59M	10	0.84%	Increased
692	CCM Cinctive Capital Management New York	$18.6M	+$7.49M	3	1.14%	Increased
693	Raymond James Trust St. Petersburg, Florida	$18.5M	+$891K	11	0.65%	Increased
694	CCA Cobblestone Capital Advisors Rochester, New York	$18.5M	+$182K	2	1.34%	Increased
695	Wolverine Trading Chicago, Illinois	$18.4M	-$4.62M	17	0.03%	Reduced
696	GH GAM Holding Zurich, Switzerland	$18.4M	+$16.3M	3	0.86%	Increased
697	SHCM Shelter Haven Capital Management Summit, New Jersey	$18.3M	+$18.3M	1	5.77%	New
698	HAM Hillcrest Asset Management Plano, Texas	$18.2M	-$74.2K	1	2.13%	Reduced
699	RWA Wealth Partners Newton, Massachusetts	$18.2M	+$7.63M	3	1.47%	Increased
700	South Dakota Investment Council Sioux Falls, South Dakota	$18.2M	-$817K	4	0.3%	Reduced