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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	VIP Vantage Investment Partners Kansas City, Missouri	$16.8M	+$20.6M	1	2.64%	New
727	BCM Bornite Capital Management New York	$16.7M	+$17.5M	1	4.72%	New
728	Magnetar Financial Evanston, Illinois	$16.7M	+$3.98M	4	0.23%	Increased
729	Connectus Wealth Cincinnati, Ohio	$16.6M	+$207K	3	0.35%	Increased
730	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$16.5M	+$137	2	5.02%	Increased
731	Tocqueville Asset Management New York	$16.5M	-$328K	6	0.34%	Reduced
732	TC Towle & Co Denver, Colorado	$16.5M	-$236K	2	2.7%	Reduced
733	Atlantic Union Bankshares Glen Allen, Virginia	$16.5M	-$1.31M	4	1.89%	Reduced
734	Farmers & Merchants Investments Inc Lincoln, Nebraska	$16.4M	-$174K	15	0.74%	Reduced
735	CA CapWealth Advisors Franklin, Tennessee	$16.4M	-$206K	1	2.16%	Reduced
736	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$16.3M	+$1.22M	7	0.26%	Increased
737	HPWA Hall Private Wealth Advisors Waxhaw, North Carolina	$16.1M	+$2.05M	2	9.29%	Increased
738	Fayez Sarofim & Co Houston, Texas	$16M	-$243K	5	0.06%	Reduced
739	Pathstone Family Office Englewood, New Jersey	$16M	+$2.64M	15	0.31%	Increased
740	Maryland State Retirement & Pension System Baltimore, Maryland	$16M	-$10M	8	1.33%	Reduced
741	WMC Westwood Management Corporation Chicago, Illinois	$16M	-$574K	1	2.1%	Reduced
742	Wealthfront Advisers Palo Alto, California	$15.9M	-$8.92M	7	0.08%	Reduced
743	SAM Shell Asset Management The Hague, Netherlands	$15.9M	-$4.59M	15	0.62%	Reduced
744	TIAA FSB Jacksonville, Florida	$15.8M	+$2.59M	5	0.07%	Increased
745	Fiduciary Trust Boston, Massachusetts	$15.8M	-$1.59M	6	0.34%	Reduced
746	AFIA America First Investment Advisors Omaha, Nebraska	$15.7M	+$111K	1	5.47%	Increased
747	Washington Trust Westerly, Rhode Island	$15.7M	+$174K	10	0.79%	Increased
748	SPIO Seven Post Investment Office San Francisco, California	$15.7M	+$7.78M	1	6.09%	Increased
749	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$15.6M	+$524K	1	0.95%	Increased
750	BAM Broadcrest Asset Management Winter Park, Florida	$15.6M	+$1.12M	1	17.76%	Increased