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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	Bragg Financial Advisors Charlotte, North Carolina	$12.6M	+$465K	2	1.41%	Increased
702	Haverford Trust Company Radnor, Pennsylvania	$12.5M	-$30.3M	3	0.2%	Reduced
703	MFAM Motley Fool Asset Management Alexandria, Virginia	$12.5M	+$80.9K	1	1.34%	Increased
704	EULAV Asset Management Sarasota, Florida	$12.4M	-$1.98M	2	0.43%	Reduced
705	IIA IPG Investment Advisors San Diego, California	$12.4M	-$7.96M	1	3.92%	Reduced
706	Mercer Global Advisors Denver, Colorado	$12.4M	+$1.2M	12	0.25%	Increased
707	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$12.3M	-$295K	3	0.85%	Reduced
708	CIC Cornercap Investment Counsel Atlanta, Georgia	$12.3M	-$3.05M	3	1.66%	Reduced
709	PL Parthenon LLC Louisville, Kentucky	$12.3M	+$2.68K	1	2.45%	Increased
710	MAI Capital Management Independence, Ohio	$12.2M	+$165K	4	0.4%	Increased
711	CHAM Clear Harbor Asset Management Stamford, Connecticut	$12.2M	+$90.1K	7	2.12%	Increased
712	LM Lincluden Management Mississauga, Ontario, Canada	$12.2M	+$596K	2	1.1%	Increased
713	Profund Advisors Bethesda, Maryland	$12.2M	-$3.75M	16	0.53%	Reduced
714	BCC Bridge City Capital Lake Oswego, Oregon	$12M	$0	3	4.93%	Maintained
715	MP Marlowe Partners New York	$12M	-$5.25M	1	6.22%	Reduced
716	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$12M	-$208K	1	4.42%	Reduced
717	SIM Sentry Investment Management Stevens Point, Wisconsin	$11.9M	+$2.4M	6	0.71%	Increased
718	NIP Nicholas Investment Partners Rancho Santa Fe, California	$11.9M	-$2.91M	2	1.23%	Reduced
719	MPAM Monarch Partners Asset Management Boston, Massachusetts	$11.9M	+$7.79M	3	2.65%	Increased
720	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$11.9M	-$4.44M	3	1.55%	Reduced
721	USAA United Services Automobile Association San Antonio, Texas	$11.8M	-$3.32M	3	0.13%	Reduced
722	DA Duality Advisers Miami, Florida	$11.8M	-$3.22M	4	0.71%	Reduced
723	CA Cullinan Associates Louisville, Kentucky	$11.8M	+$1.24M	3	0.79%	Increased
724	D.A. Davidson & Co Great Falls, Montana	$11.7M	+$1.44M	8	0.19%	Increased
725	MAM Myriad Asset Management North Point, Hong Kong	$11.7M	-$4.02M	2	1.42%	Reduced