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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	ETrade Capital Management Arlington, Virginia	$9.53M	+$72.5K	12	0.31%	Increased
702	RIM Redpoint Investment Management Sydney, NSW, Australia	$9.48M	+$1.69M	7	0.53%	Increased
703	RCM Riverhead Capital Management Wilmington, Delaware	$9.42M	-$1.16M	15	0.4%	Reduced
704	LMR Partners London, United Kingdom	$9.41M	$0	6	0.97%	Maintained
705	CS Credential Securities Vancouver,	$9.4M	+$1.64M	5	2.25%	Increased
706	DIA Davidson Investment Advisors Great Falls, Montana	$9.39M	-$278K	1	1.01%	Reduced
707	D.A. Davidson & Co Great Falls, Montana	$9.37M	+$2.12M	6	0.19%	Increased
708	Verition Fund Management Greenwich, Connecticut	$9.35M	+$6.53M	11	0.7%	Increased
709	Curi RMB Capital Chicago, Illinois	$9.34M	-$560K	4	0.24%	Reduced
710	GCP GSA Capital Partners London, United Kingdom	$9.31M	+$2.46M	10	0.49%	Increased
711	MAI Capital Management Independence, Ohio	$9.27M	+$6.49M	5	0.53%	Increased
712	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$9.21M	-$118K	1	0.21%	Reduced
713	Truist Financial Charlotte, North Carolina	$9.21M	+$24.4K	7	0.18%	Increased
714	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$9.19M	+$12.7K	6	0.33%	Increased
715	Howard Capital Management Roswell, Georgia	$9.18M	+$1.3M	1	1.16%	Increased
716	Washington Trust Westerly, Rhode Island	$9.16M	+$118K	1	0.54%	Increased
717	SAM Steinberg Asset Management New York	$9.12M	-$489K	1	4.07%	Reduced
718	HAM Hillcrest Asset Management Plano, Texas	$9.04M	-$380K	1	1.82%	Reduced
719	WesBanco Bank Wheeling, West Virginia	$9.01M	+$4.63M	5	0.46%	Increased
720	FIM Freedom Investment Management Hartford, Connecticut	$8.99M	+$1.31M	6	0.46%	Increased
721	Fiduciary Trust Boston, Massachusetts	$8.97M	+$388K	5	0.28%	Increased
722	ECM EII Capital Management New York	$8.94M	+$634K	4	5.22%	Increased
723	Walleye Trading New York	$8.88M	+$766K	10	0.05%	Increased
724	NC Northpointe Capital Bloomfield Hills, Michigan	$8.87M	+$2.11M	2	1.11%	Increased
725	CCM Cerrano Capital Management New York	$8.86M	-$741K	1	1.78%	Reduced