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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	CCC Cincinnati Casualty Company Fairfield, Ohio	$8.84M	$0	1	7.91%	Maintained
727	EMG Ellington Management Group Old Greenwich, Connecticut	$8.8M	+$6.03M	8	0.63%	Increased
728	O'Shaughnessy Asset Management Stamford, Connecticut	$8.8M	+$4.65M	7	0.19%	Increased
729	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$8.79M	-$313K	4	0.41%	Reduced
730	Gradient Investments Arden Hills, Minnesota	$8.72M	+$683K	8	0.47%	Increased
731	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$8.69M	-$112K	7	0.75%	Reduced
732	HAM Harber Asset Management Asheville, North Carolina	$8.66M	+$2.01M	1	2.8%	Increased
733	Algert Global San Francisco, California	$8.65M	+$1.78M	3	1.68%	Increased
734	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$8.64M	+$178K	6	0.82%	Increased
735	Oberweis Asset Management Lisle, Illinois	$8.61M	-$1.13M	3	2.26%	Reduced
736	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$8.56M	-$805K	9	0.26%	Reduced
737	Gratus Capital Atlanta, Georgia	$8.54M	-$4.22M	3	1.23%	Reduced
738	RCMC RK Capital Management (Colorado) Denver, Colorado	$8.45M	+$536K	1	1.84%	Increased
739	First National Bank of Omaha Omaha, Nebraska	$8.43M	+$4.84M	3	0.5%	Increased
740	EA Evanston Advisors Schaumburg, Illinois	$8.42M	-$52.9K	1	1.96%	Reduced
741	GIA Granite Investment Advisors Concord, New Hampshire	$8.41M	+$8.63M	2	1.54%	New
742	TAM Tealwood Asset Management Minneapolis, Minnesota	$8.36M	-$3.9M	2	3.32%	Reduced
743	Stratos Wealth Partners Beachwood, Ohio	$8.35M	+$301K	19	0.35%	Increased
744	Pacer Advisors Malvern, Pennsylvania	$8.34M	+$1.41M	10	0.46%	Increased
745	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$8.32M	-$5.9M	2	0.56%	Reduced
746	DAM Delta Asset Management Memphis, Tennessee	$8.31M	+$75.2K	5	1.23%	Increased
747	Encompass Capital Advisors New York	$8.28M	+$9.41M	1	1.01%	New
748	BCM Brasada Capital Management Houston, Texas	$8.26M	+$745K	4	2.57%	Increased
749	LIA LS Investment Advisors Bloomfield Hills, Michigan	$8.25M	-$38.3K	18	0.49%	Reduced
750	TAM Tiverton Asset Management Wilimington, Delaware	$8.25M	-$9.69M	9	0.57%	Reduced