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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	Raymond James Trust St. Petersburg, Florida	$20.7M	+$436K	11	0.69%	Increased
677	Ameritas Investment Partners Lincoln, Nebraska	$20.7M	-$639K	21	0.74%	Reduced
678	TC Towle & Co Denver, Colorado	$20.7M	+$63.3K	1	2.39%	Increased
679	Fayez Sarofim & Co Houston, Texas	$20.5M	+$3.18M	6	0.07%	Increased
680	Fiduciary Trust Boston, Massachusetts	$20.4M	+$4.68M	7	0.4%	Increased
681	AFIA America First Investment Advisors Omaha, Nebraska	$20.4M	-$200K	1	5.98%	Reduced
682	OGC Oak Grove Capital North Hampton, New Hampshire	$20.4M	-$90.1K	1	4.56%	Reduced
683	OCM Orchard Capital Management Chicago, Illinois	$20.4M	+$1.41M	2	5.89%	Increased
684	MCPPUI MIC Capital Partners (Public) (US) IM Al Maryah Island Abu Dhabi, United Arab Emirates	$20.4M	-$4.48M	1	3.7%	Reduced
685	VWM Valley Wealth Managers Paramus, New Jersey	$20.4M	-$1.16M	2	1.72%	Reduced
686	GECH Garnet Equity Capital Holdings New York	$20.4M	-$2.93M	3	3.17%	Reduced
687	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$20.3M	-$195K	2	2.62%	Reduced
688	DA Duality Advisers Miami, Florida	$20.3M	+$9.79M	7	1.81%	Increased
689	MPA Marvin & Palmer Associates Wilmington, Delaware	$20.3M	+$11.2M	2	8.31%	Increased
690	OCM Osterweis Capital Management San Francisco, California	$20.3M	-$3.46M	1	1.04%	Reduced
691	Washington Trust Westerly, Rhode Island	$20.1M	-$87.7K	11	0.57%	Reduced
692	SCM Segantii Capital Management Hong Kong	$19.9M	-$18.2M	3	0.57%	Reduced
693	TAMH Taikang Asset Management (HK) Hong Kong	$19.9M	+$2.44M	3	3.06%	Increased
694	LBC Lowe Brockenbrough & Co Richmond, Virginia	$19.8M	+$292K	3	1.78%	Increased
695	VIM Vancity Investment Management Vancouver, British Columbia, Canada	$19.5M	+$18.6M	2	2.73%	New
696	B. Metzler seel. Sohn & Co Frankfurt, Germany	$19.4M	+$616K	7	0.29%	Increased
697	ICP Indus Capital Partners New York	$19.3M	-$10.3M	1	3.28%	Reduced
698	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$19.2M	+$186K	7	1.1%	Increased
699	Bank Julius Baer & Co Zurich, Switzerland	$19.1M	+$263K	5	0.12%	Increased
700	Hantz Financial Services Southfield, Michigan	$19M	+$851K	9	0.7%	Increased