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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	DP DDD Partners Bellevue, Washington	$17M	-$5.92M	1	2.9%	Reduced
727	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$17M	-$61.3K	7	1.07%	Reduced
728	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$17M	+$2.63M	8	0.34%	Increased
729	Kentucky Retirement Systems Frankfort, Kentucky	$16.9M	+$855K	7	0.83%	Increased
730	CHAM Clear Harbor Asset Management Stamford, Connecticut	$16.9M	+$280K	3	2.21%	Increased
731	TAMH Taikang Asset Management (HK) Hong Kong	$16.9M	-$11M	3	3.18%	Reduced
732	B. Metzler seel. Sohn & Co Frankfurt, Germany	$16.8M	-$2.26M	7	0.28%	Reduced
733	Hantz Financial Services Southfield, Michigan	$16.7M	-$1.31M	8	0.69%	Reduced
734	RIM Redpoint Investment Management Sydney, NSW, Australia	$16.7M	+$1.28M	9	1.41%	Increased
735	Bank Julius Baer & Co Zurich, Switzerland	$16.6M	-$1.25M	5	0.12%	Reduced
736	AAM Azzad Asset Management Falls Church, Virginia	$16.6M	+$262K	9	2.75%	Increased
737	Engineers Gate Manager New York	$16.5M	+$3.04M	11	0.82%	Increased
738	VDBMI Van Den Berg Management I Austin, Texas	$16.5M	+$383K	1	3.6%	Increased
739	Northeast Financial Consultants Westport, Connecticut	$16.2M	$0	1	1.24%	Maintained
740	PC Periscope Capital Toronto, Ontario, Canada	$16.1M	-$3.68M	3	0.63%	Reduced
741	GIM Goelzer Investment Management Carmel, Indiana	$16M	-$66.5K	3	1.41%	Reduced
742	PS Pensionfund Sabic Sittard, Netherlands	$16M	+$1.11M	6	3.69%	Increased
743	LCM LVM Capital Management Portage, Michigan	$15.9M	-$103K	1	2.58%	Reduced
744	CAPTRUST Financial Advisors Raleigh, North Carolina	$15.9M	+$2.37M	22	0.17%	Increased
745	NA Nottingham Advisors Amherst, New York	$15.8M	+$3.55M	1	1.77%	Increased
746	Encompass Capital Advisors New York	$15.8M	+$56K	1	1.23%	Increased
747	SC Skylands Capital Milwaukee, Wisconsin	$15.8M	-$1.97M	1	2.01%	Reduced
748	CTA Colonial Trust Advisors Spartanburg, South Carolina	$15.7M	+$805K	3	2.07%	Increased
749	KA Kintegral Advisory New York	$15.7M	$0	6	2.02%	Maintained
750	Fayez Sarofim & Co Houston, Texas	$15.7M	+$792K	4	0.06%	Increased