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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	TEE Tibra Equities Europe London, United Kingdom	$26.3M	+$24.8M	1	23.7%	New
677	Shelton Capital Management Denver, Colorado	$26.2M	+$193K	12	0.93%	Increased
678	SAM Stansberry Asset Management Westlake, Texas	$26.1M	+$1.83M	2	4.18%	Increased
679	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$25.8M	-$163K	5	1.59%	Reduced
680	Meyer Handelman Company Rye Brook, New York	$25.8M	+$943K	1	0.96%	Increased
681	LGT Group Foundation Vaduz, Liechtenstein	$25.6M	+$24.3M	3	0.66%	New
682	Emerald Advisers Leola, Pennsylvania	$25.5M	+$9.41M	3	0.94%	Increased
683	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$25.5M	-$628K	2	2.2%	Reduced
684	SCA Snowden Capital Advisors New York	$25.3M	-$5.82M	20	1.29%	Reduced
685	GAI General American Investors New York	$25.3M	$0	1	1.98%	Maintained
686	TP Toronado Partners San Francisco, California	$25.2M	+$1.63M	1	8.04%	Increased
687	AP Archon Partners Princeton Junction, New Jersey	$25.2M	$0	1	3.08%	Maintained
688	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$25.1M	+$6.05K	2	2.93%	Increased
689	Associated Banc-Corp Green Bay, Wisconsin	$25.1M	+$55.9K	1	0.92%	Increased
690	BAM Broadcrest Asset Management Winter Park, Florida	$25M	+$25M	1	18.06%	New
691	Raymond James Trust St. Petersburg, Florida	$24.9M	+$37.5K	12	0.74%	Increased
692	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$24.9M	-$1.2M	1	0.73%	Reduced
693	EIP Easterly Investment Partners Beverly, Massachusetts	$24.8M	-$9.95M	3	1.81%	Reduced
694	E Ergoteles New York	$24.7M	+$10.8M	12	0.96%	Increased
695	Farmers & Merchants Investments Inc Lincoln, Nebraska	$24.6M	+$323K	12	0.92%	Increased
696	RHBC R.H. Bluestein & Co Birmingham, Michigan	$24.6M	+$21.6M	5	0.88%	Increased
697	Heritage Investors Management Corp Bethesda, Maryland	$24.6M	-$75.7K	5	0.96%	Reduced
698	CA CapWealth Advisors Franklin, Tennessee	$24.6M	-$222K	1	2.5%	Reduced
699	LSA L & S Advisors Los Angeles, California	$24.5M	-$3.36M	3	2.64%	Reduced
700	Personal Capital Advisors Redwood City, California	$24.5M	+$264K	3	0.11%	Increased