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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	TCM Tygh Capital Management Portland, Oregon	$12M	-$1.3M	3	2.13%	Reduced
702	LA Linden Advisors New York	$12M	-$2.53M	1	0.16%	Reduced
703	JGC J. Goldman & Co New York	$11.9M	+$10.6M	2	0.9%	Increased
704	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$11.9M	+$651K	2	3.34%	Increased
705	Farmers & Merchants Investments Inc Lincoln, Nebraska	$11.7M	+$208K	10	0.74%	Increased
706	MCM Moerus Capital Management New York	$11.7M	-$2.01M	1	3.99%	Reduced
707	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$11.7M	-$1.96M	3	0.87%	Reduced
708	AGM Alpine Global Management New York	$11.7M	+$11.1M	2	2.99%	New
709	Freestone Capital Holdings Seattle, Washington	$11.6M	-$2.54M	5	0.28%	Reduced
710	BlueCrest Capital Management St Helier, Jersey	$11.6M	-$15.1M	4	0.8%	Reduced
711	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$11.6M	+$66K	8	0.25%	Increased
712	DCCA D.C. Capital Advisors New York	$11.4M	$0	1	9.98%	Maintained
713	LBC Lowe Brockenbrough & Co Richmond, Virginia	$11.3M	-$107K	3	1.52%	Reduced
714	UR USCA RIA Houston, Texas	$11.3M	+$838K	9	1.11%	Increased
715	SM Selkirk Management Chatham, New Jersey	$11.3M	$0	1	6.38%	Maintained
716	MML Investors Services Springfield, Massachusetts	$11.3M	-$800K	10	0.18%	Reduced
717	SCA Snowden Capital Advisors New York	$11.2M	+$508K	5	1.13%	Increased
718	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$11.2M	-$1.6M	1	4.25%	Reduced
719	CIS Connors Investor Services Wyomissing, Pennsylvania	$11.2M	+$67.8K	1	1.53%	Increased
720	SCM SkyTop Capital Management Rutherford, New Jersey	$11.1M	$0	1	8.72%	Maintained
721	JAM JLP Asset Management New York	$11.1M	-$1M	2	7.4%	Reduced
722	BCC Bridge City Capital Lake Oswego, Oregon	$11.1M	+$2.83M	3	4.77%	Increased
723	Bragg Financial Advisors Charlotte, North Carolina	$11M	+$593K	2	1.34%	Increased
724	CS Central Securities New York	$11M	$0	1	1.66%	Maintained
725	AE Wealth Management Topeka, Kansas	$11M	+$3.6M	8	0.32%	Increased