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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	TEE Tibra Equities Europe London, United Kingdom	$9.43M	+$6.95M	3	1.41%	Increased
702	ECM EII Capital Management New York	$9.42M	+$33.4K	4	5.08%	Increased
703	ACM Archer Capital Management New York	$9.41M	-$5.97M	1	5.25%	Reduced
704	Oberweis Asset Management Lisle, Illinois	$9.41M	-$429K	2	2.36%	Reduced
705	RBA Richard Bernstein Advisors New York	$9.36M	+$2.29M	4	0.3%	Increased
706	NIP Nicholas Investment Partners Rancho Santa Fe, California	$9.26M	+$1.95M	1	0.65%	Increased
707	AAM Azzad Asset Management Falls Church, Virginia	$9.25M	+$1.59M	7	2.65%	Increased
708	WorldQuant Millennium Advisors New York	$9.23M	+$9.18M	4	0.35%	New
709	MAI Capital Management Independence, Ohio	$9.21M	+$281K	4	0.5%	Increased
710	Verition Fund Management Greenwich, Connecticut	$9.18M	+$92K	9	0.56%	Increased
711	DIA Davidson Investment Advisors Great Falls, Montana	$9.1M	+$290K	2	0.96%	Increased
712	Steward Partners Investment Advisory New York	$9.04M	+$1.14M	17	0.54%	Increased
713	Winton Group London, United Kingdom	$9.04M	-$3.85M	11	0.23%	Reduced
714	NPPM North Point Portfolio Managers Orange Village, Ohio	$8.99M	-$2.45M	1	1.55%	Reduced
715	RIM Redpoint Investment Management Sydney, NSW, Australia	$8.94M	-$586K	7	0.49%	Reduced
716	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$8.93M	+$297K	4	0.79%	Increased
717	PP PDT Partners New York	$8.92M	-$1.71M	1	0.34%	Reduced
718	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$8.91M	+$60.5K	9	0.23%	Increased
719	Shelton Capital Management Denver, Colorado	$8.9M	+$1.11M	9	0.55%	Increased
720	QF QVT Financial New York	$8.85M	-$12.1M	1	2.54%	Reduced
721	NIM NXG Investment Management Dallas, Texas	$8.83M	+$6.68M	1	0.27%	Increased
722	LIC Lodestar Investment Counsel Chicago, Illinois	$8.79M	+$7.28M	1	1.01%	Increased
723	WesBanco Bank Wheeling, West Virginia	$8.75M	+$160K	5	0.45%	Increased
724	TAM Tealwood Asset Management Minneapolis, Minnesota	$8.74M	-$422K	2	3.42%	Reduced
725	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$8.71M	+$758K	1	0.97%	Increased