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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
726	GA Gagnon Advisors New York	$6.75M	-$3.44M	1	5.71%	Reduced
727	SW SVB Wealth Boston, Massachusetts	$6.7M	-$468K	6	0.27%	Reduced
728	TCM Twin Capital Management Mcmurray, Pennsylvania	$6.63M	-$126K	3	0.5%	Reduced
729	Boston Financial Management Boston, Massachusetts	$6.56M	+$1.18M	1	0.53%	Increased
730	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$6.49M	-$225K	1	0.49%	Reduced
731	Ferguson Wellman Capital Management Portland, Oregon	$6.48M	+$522K	2	0.27%	Increased
732	IA Icon Advisers Greenwood Village, Colorado	$6.4M	+$473K	4	0.43%	Increased
733	SC Selz Capital New York	$6.4M	$0	1	1.82%	Maintained
734	EA Evanston Advisors Schaumburg, Illinois	$6.35M	-$250K	1	2.07%	Reduced
735	BlueCrest Capital Management St Helier, Jersey	$6.34M	-$3.61M	4	0.26%	Reduced
736	LMR Partners London, United Kingdom	$6.31M	+$2.3M	3	0.98%	Increased
737	Freestone Capital Holdings Seattle, Washington	$6.25M	+$553K	2	0.61%	Increased
738	CCC Cincinnati Casualty Company Fairfield, Ohio	$6.24M	$0	1	6.37%	Maintained
739	WC Walthausen & Co Malta, New York	$6.19M	-$6.5M	1	0.64%	Reduced
740	FMT First Mercantile Trust Cordova, Tennessee	$6.18M	-$961K	10	0.77%	Reduced
741	RBA Richard Bernstein Advisors New York	$6.15M	$0	2	0.58%	Maintained
742	ARMC American Research & Management Company Marion, Massachusetts	$6.13M	-$74.4K	2	2.36%	Reduced
743	Walleye Trading New York	$6.12M	+$1.52M	12	0.04%	Increased
744	SCA Secor Capital Advisors New York	$6.11M	+$4.17M	4	0.77%	Increased
745	OA Oak Associates Akron, Ohio	$6.09M	$0	2	0.73%	Maintained
746	WCMNY Westchester Capital Management (New York) Valhalla, New York	$6.09M	+$7.1M	1	0.14%	New
747	SLCM Seven Locks Capital Management New York	$5.98M	-$7.02M	1	3.26%	Reduced
748	TCM Tygh Capital Management Portland, Oregon	$5.97M	+$469K	1	1.68%	Increased
749	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$5.95M	+$1.35M	10	0.82%	Increased
750	CF CNA Financial Chicago, Illinois	$5.93M	+$45.8K	3	1.47%	Increased