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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	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$8.69M	+$514K	4	0.66%	Increased
727	DPRC Deer Park Road Corp Steamboat Springs, Colorado	$8.68M	+$6.27M	1	0.25%	Increased
728	SCA Snowden Capital Advisors New York	$8.67M	+$227K	4	1.12%	Increased
729	Weiss Multi-Strategy Advisers New York	$8.66M	-$3.67M	1	0.21%	Reduced
730	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$8.59M	-$414K	7	0.74%	Reduced
731	TAM Tiverton Asset Management Wilimington, Delaware	$8.57M	+$578K	6	0.43%	Increased
732	Gradient Investments Arden Hills, Minnesota	$8.56M	+$410K	8	0.46%	Increased
733	Algert Global San Francisco, California	$8.55M	-$371K	3	1.78%	Reduced
734	Fiduciary Trust Boston, Massachusetts	$8.55M	-$474K	5	0.26%	Reduced
735	OFM Okumus Fund Management Grand Cayman, Cayman Islands	$8.54M	$0	1	1.63%	Maintained
736	Bailard Foster City, California	$8.53M	+$5.02M	4	0.51%	Increased
737	Curi RMB Capital Chicago, Illinois	$8.49M	-$2.05M	3	0.2%	Reduced
738	Gratus Capital Atlanta, Georgia	$8.47M	-$77K	3	1.26%	Reduced
739	CC Cipher Capital New York	$8.47M	+$6.12M	6	1.75%	Increased
740	CA Claar Advisors New York	$8.47M	+$2.23M	1	3.75%	Increased
741	WCM Woodson Capital Management Greenwich, Connecticut	$8.36M	+$643K	1	2.77%	Increased
742	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$8.33M	-$3.43M	2	1.55%	Reduced
743	MIP Marietta Investment Partners Milwaukee, Wisconsin	$8.29M	+$959K	1	2.58%	Increased
744	SGI Summit Global Investments Bountiful, Utah	$8.28M	+$6.14M	5	1.25%	Increased
745	O'Shaughnessy Asset Management Stamford, Connecticut	$8.22M	-$419K	7	0.17%	Reduced
746	EA Edge Advisors Atlanta, Georgia	$8.18M	+$624K	7	0.73%	Increased
747	LIA LS Investment Advisors Bloomfield Hills, Michigan	$8.15M	-$31K	18	0.49%	Reduced
748	HAM Hillcrest Asset Management Plano, Texas	$8.15M	-$83.3K	1	1.52%	Reduced
749	PL Parthenon LLC Louisville, Kentucky	$8.14M	-$1.74M	1	1.88%	Reduced
750	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$8.13M	+$8.42M	1	0.82%	New