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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	Stratos Wealth Partners Beachwood, Ohio	$17.9M	+$2.27M	8	0.46%	Increased
727	AC Albar Capital London, United Kingdom	$17.9M	-$4.52M	2	6.24%	Reduced
728	Colonial Trust Advisors Spartanburg, South Carolina	$17.7M	+$120K	3	2.19%	Increased
729	Trust Company of Vermont Brattleboro, Vermont	$17.7M	+$793K	5	1.26%	Increased
730	Tower Research Capital (TRC) New York	$17.7M	-$10.3M	40	0.45%	Reduced
731	Douglass Winthrop Advisors New York	$17.7M	+$10.1M	3	0.43%	Increased
732	FA FDx Advisors Chicago, Illinois	$17.6M	+$909K	10	0.56%	Increased
733	CP Centerbridge Partners New York	$17.6M	+$10.8M	1	2.05%	Increased
734	AlphaCrest Capital Management New York	$17.5M	-$11.3M	15	0.91%	Reduced
735	Asset Advisors Investment Management Augusta, Georgia	$17.5M	-$142K	1	1.95%	Reduced
736	Parthenon LLC Louisville, Kentucky	$17.5M	-$87.8K	1	2.63%	Reduced
737	AIA Group Hong Kong	$17.4M	+$4.04M	2	0.98%	Increased
738	Duality Advisers Miami, Florida	$17.3M	-$1.81M	8	1.33%	Reduced
739	Foster Dykema Cabot & Co Waltham, Massachusetts	$17.3M	-$531K	1	2.15%	Reduced
740	Twin Capital Management Mcmurray, Pennsylvania	$17.2M	-$1.81M	5	1.77%	Reduced
741	BHTS Bar Harbor Trust Services Ellsworth, Maine	$17.2M	-$92.8K	2	5.37%	Reduced
742	Carnegie Investment Counsel Pepper Pike, Ohio	$17.1M	+$1.36M	5	0.64%	Increased
743	Pentwater Capital Management Naples, Florida	$17M	+$16.5M	1	0.17%	New
744	South Dakota Investment Council Sioux Falls, South Dakota	$16.9M	-$2.37M	4	0.3%	Reduced
745	Appleton Partners Boston, Massachusetts	$16.9M	+$690K	3	1.41%	Increased
746	Border to Coast Pensions Partnership Leeds, United Kingdom	$16.8M	$0	1	0.57%	Maintained
747	Jefferies Group New York	$16.8M	-$111M	6	0.12%	Reduced
748	Goelzer Investment Management Carmel, Indiana	$16.8M	-$278K	3	1.47%	Reduced
749	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$16.7M	+$18M	1	3.89%	New
750	Pathstone Family Office Englewood, New Jersey	$16.7M	+$2.99M	14	0.49%	Increased