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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	AJ Ashburton (Jersey) St Helier, Jersey	$18.1M	+$16.9M	1	9.23%	Increased
702	FM Foster & Motley Cincinnati, Ohio	$18.1M	-$107K	7	1.51%	Reduced
703	LBC Lowe Brockenbrough & Co Richmond, Virginia	$18.1M	+$328K	3	1.76%	Increased
704	Ferguson Wellman Capital Management Portland, Oregon	$18M	-$40.9M	3	0.63%	Reduced
705	OCM Orchard Capital Management Chicago, Illinois	$18M	+$2.3M	2	5.66%	Increased
706	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$18M	+$1.95M	5	1.33%	Increased
707	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$18M	+$121K	2	2.46%	Increased
708	AFIA America First Investment Advisors Omaha, Nebraska	$17.9M	-$500K	1	5.42%	Reduced
709	NAM NorthCoast Asset Management Greenwich, Connecticut	$17.8M	+$16.3M	2	0.73%	Increased
710	CA Callahan Advisors Houston, Texas	$17.8M	+$212K	3	2.42%	Increased
711	PM Pembroke Management Montreal, Quebec, Canada	$17.8M	-$9.9M	1	1.48%	Reduced
712	NSGL No Street GP LP San Francisco, California	$17.8M	+$15.5M	1	2.3%	New
713	Magnetar Financial Evanston, Illinois	$17.8M	-$192K	3	0.17%	Reduced
714	OGC Oak Grove Capital North Hampton, New Hampshire	$17.8M	+$1.6M	1	4.96%	Increased
715	NIM NXG Investment Management Dallas, Texas	$17.7M	-$5.66M	6	1.98%	Reduced
716	Hotchkis & Wiley Capital Management Los Angeles, California	$17.6M	-$8.82M	3	0.05%	Reduced
717	AWCI Alpine Woods Capital Investors Purchase, New York	$17.6M	+$977K	3	1.95%	Increased
718	Heritage Wealth Advisors Richmond, Virginia	$17.5M	+$3.07M	4	1.06%	Increased
719	Nomura Holdings Tokyo, Japan	$17.5M	-$1.83M	12	0.04%	Reduced
720	Farmers & Merchants Investments Inc Lincoln, Nebraska	$17.4M	+$1.14M	9	0.83%	Increased
721	Washington Trust Westerly, Rhode Island	$17.2M	+$439K	10	0.53%	Increased
722	WIC Willis Investment Counsel Gainesville, Georgia	$17.1M	+$3.96M	2	1.04%	Increased
723	ACM AlphaCrest Capital Management New York	$17.1M	+$2.76M	15	0.95%	Increased
724	TIAA FSB Jacksonville, Florida	$17.1M	-$10.7M	5	0.06%	Reduced
725	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$17.1M	+$4.97M	7	0.32%	Increased