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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
701	LIA LS Investment Advisors Bloomfield Hills, Michigan	$6.15M	+$218K	15	0.49%	Increased
702	Commerce Bank Kansas City, Missouri	$6.13M	-$695K	3	0.11%	Reduced
703	CC Cipher Capital New York	$6.12M	+$201K	5	0.87%	Increased
704	TI Turner Investments Berwyn, Pennsylvania	$6.12M	+$5.17M	2	1.24%	Increased
705	Locust Wood Capital Advisers New York	$6.11M	-$1.93M	1	0.83%	Reduced
706	Ingalls & Snyder LLC New York	$6.09M	+$14.5K	4	0.4%	Increased
707	PEAK6 Group Chicago, Illinois	$6.08M	-$4.34M	4	0.03%	Reduced
708	HAM Harber Asset Management Asheville, North Carolina	$6.04M	+$2.38M	1	3.87%	Increased
709	EA Evanston Advisors Schaumburg, Illinois	$5.99M	+$675K	1	1.98%	Increased
710	KAS Kemnay Advisory Services New York	$5.97M	$0	1	4.51%	Maintained
711	Conning Inc Hartford, Connecticut	$5.96M	+$4.26M	5	0.26%	Increased
712	SFP Santa Fe Partners Santa Fe, New Mexico	$5.92M	+$1.89M	3	0.79%	Increased
713	PL Parkwood LLC Cleveland, Ohio	$5.91M	-$2.48M	2	0.96%	Reduced
714	BCMNY Buckingham Capital Management (New York) New York	$5.91M	+$37.3K	1	0.53%	Increased
715	JP Morgan Private Wealth Advisors San Francisco, California	$5.9M	-$4.26M	5	0.07%	Reduced
716	PCM Pyrrho Capital Management New York	$5.88M	-$8.28M	1	5.08%	Reduced
717	TCM Tygh Capital Management Portland, Oregon	$5.83M	-$16.2M	1	1.38%	Reduced
718	Edmond de Rothschild Holding Chambesy, Switzerland	$5.81M	-$749K	5	0.14%	Reduced
719	NMC Nine Masts Capital Central, Hong Kong	$5.8M	+$1.48M	1	1.49%	Increased
720	VCM Vigilant Capital Management Portland, Maine	$5.78M	+$528K	3	1.16%	Increased
721	SMC S. Muoio & Co New York	$5.78M	$0	2	2.97%	Maintained
722	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$5.74M	+$788K	7	0.79%	Increased
723	Truist Financial Charlotte, North Carolina	$5.66M	+$2.83M	4	0.15%	Increased
724	SFA Staton Financial Advisors Charlotte, North Carolina	$5.66M	+$14.9K	2	5.99%	Increased
725	Segall Bryant & Hamill Chicago, Illinois	$5.63M	-$685K	2	0.14%	Reduced