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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	WC Walthausen & Co Malta, New York	$11M	+$1.03M	2	1.52%	Increased
727	LM Lincluden Management Mississauga, Ontario, Canada	$11M	-$14K	2	1.02%	Reduced
728	TWI Thomas White International Chicago, Illinois	$10.9M	-$90.7K	5	1.99%	Reduced
729	AAIM Asset Advisors Investment Management Augusta, Georgia	$10.8M	+$1.39M	1	1.73%	Increased
730	Colony Group Boston, Massachusetts	$10.7M	-$805K	5	0.34%	Reduced
731	Wolverine Trading Chicago, Illinois	$10.6M	+$4.49M	8	0.03%	Increased
732	CIM Corbyn Investment Management Lutherville, Maryland	$10.6M	-$2M	2	4.26%	Reduced
733	PL Parthenon LLC Louisville, Kentucky	$10.6M	-$105K	1	2.26%	Reduced
734	MAI Capital Management Independence, Ohio	$10.5M	-$123K	3	0.47%	Reduced
735	Fiduciary Trust Boston, Massachusetts	$10.5M	+$117K	5	0.26%	Increased
736	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$10.5M	+$144K	5	0.5%	Increased
737	RI Redwood Investments Boston, Massachusetts	$10.5M	+$562K	1	0.81%	Increased
738	Raymond James Trust St. Petersburg, Florida	$10.4M	+$477K	9	0.54%	Increased
739	RCM Riverpark Capital Management New York	$10.4M	-$3.52M	1	2.94%	Reduced
740	TAM Tyers Asset Management Austin, Texas	$10.3M	+$1.44M	10	0.34%	Increased
741	Conning Inc Hartford, Connecticut	$10.3M	+$113K	5	0.36%	Increased
742	NCM Nelson Capital Management Menlo Park, California	$10.2M	+$283K	4	2.43%	Increased
743	TPC Tiger Pacific Capital New York	$10.2M	-$8.59M	1	3.25%	Reduced
744	CTA Colonial Trust Advisors Spartanburg, South Carolina	$10.2M	+$5.09M	2	1.8%	Increased
745	Atlantic Union Bankshares Glen Allen, Virginia	$10.2M	+$1.74M	3	1.37%	Increased
746	D.A. Davidson & Co Great Falls, Montana	$10.2M	+$520K	7	0.18%	Increased
747	Channing Capital Management Chicago, Illinois	$10.1M	-$1.11M	1	0.47%	Reduced
748	NPPM North Point Portfolio Managers Orange Village, Ohio	$10.1M	-$247K	1	1.85%	Reduced
749	Hudson Bay Capital Management Stamford, Connecticut	$10.1M	-$3.45M	3	0.28%	Reduced
750	CHAM Clear Harbor Asset Management Stamford, Connecticut	$10.1M	+$182K	1	1.97%	Increased