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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	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$20.9M	+$3.6K	2	2.81%	Increased
677	GGHC Gilder Gagnon Howe & Co New York	$20.8M	-$464K	1	0.11%	Reduced
678	VHMC Value Holdings Management Company Hampton Bays, New York	$20.7M	-$753K	1	4.67%	Reduced
679	Farmers & Merchants Investments Inc Lincoln, Nebraska	$20.6M	+$1.48M	12	0.87%	Increased
680	BPIM Brant Point Investment Management New York	$20.6M	-$5.81M	4	1.78%	Reduced
681	Ameritas Investment Partners Lincoln, Nebraska	$20.5M	-$252K	21	0.75%	Reduced
682	Nippon Life Global Investors Americas New York	$20.5M	-$3.32M	3	1.07%	Reduced
683	Paradigm Capital Management Inc Albany, New York	$20.4M	+$3.27M	2	1.05%	Increased
684	CAPTRUST Financial Advisors Raleigh, North Carolina	$20.3M	+$2M	26	0.17%	Increased
685	BCM Brasada Capital Management Houston, Texas	$20.3M	+$1.93M	5	3.97%	Increased
686	PCM Prelude Capital Management New York	$20.2M	-$5.22M	11	0.52%	Reduced
687	Fayez Sarofim & Co Houston, Texas	$20.1M	-$203K	6	0.07%	Reduced
688	SAM Socorro Asset Management Dallas, Texas	$20.1M	-$1.47M	2	5.65%	Reduced
689	Washington Trust Westerly, Rhode Island	$19.9M	+$81.4K	11	0.56%	Increased
690	B. Metzler seel. Sohn & Co Frankfurt, Germany	$19.9M	-$264K	7	0.29%	Reduced
691	TC TwinBeech Capital Purchase, New York	$19.9M	+$16.5M	6	1.4%	Increased
692	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$19.9M	+$315K	8	1.13%	Increased
693	MWM Madison Wealth Management Cincinnati, Ohio	$19.7M	+$133K	1	4.32%	Increased
694	Glenview Capital Management New York	$19.7M	+$6.74M	1	0.36%	Increased
695	RiverFront Investment Group Richmond, Virginia	$19.6M	-$14M	1	0.65%	Reduced
696	PFM Parsec Financial Management Asheville, North Carolina	$19.4M	-$61.8K	3	0.82%	Reduced
697	VDBMI Van Den Berg Management I Austin, Texas	$19.3M	+$49.4K	1	3.78%	Increased
698	SAM Stansberry Asset Management Westlake, Texas	$19.2M	+$12.4M	2	3.86%	Increased
699	DP DDD Partners Bellevue, Washington	$19.2M	+$245K	1	2.87%	Increased
700	Hillsdale Investment Management Toronto, Ontario, Canada	$19.1M	+$10.1M	3	1.48%	Increased