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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	Baker Avenue Asset Management San Francisco, California	$45.1M	+$893K	9	1.08%	Increased
727	Hodges Capital Management Dallas, Texas	$45.1M	-$2.32M	2	3.86%	Reduced
728	Weiss Asset Management Boston, Massachusetts	$44.7M	+$8.11M	12	0.52%	Increased
729	Pallas Capital Advisors Braintree, Massachusetts	$44.7M	-$86.3K	13	1.64%	Reduced
730	Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$44.6M	-$2.31M	1	5.13%	Reduced
731	Foundations Investment Advisors Phoenix, Arizona	$44.5M	+$5.66M	8	0.65%	Increased
732	Braun Stacey Associates New York	$44.5M	-$14.9M	1	1.46%	Reduced
733	AL Arnhold LLC New York	$44.1M	-$1.78M	1	3.69%	Reduced
734	Kestra Private Wealth Services Austin, Texas	$44.1M	+$2.08M	15	0.58%	Increased
735	Hartline Investment Corp Winnetka, Illinois	$44.1M	+$8.08M	5	4.57%	Increased
736	NewEdge Wealth Pittsburgh, Pennsylvania	$44M	+$13M	15	0.63%	Increased
737	Elo Mutual Pension Insurance Espoo, Finland	$43.8M	+$3.54M	6	0.72%	Increased
738	Strategic Wealth Partners Independence, Ohio	$43.6M	+$2.31M	18	3.26%	Increased
739	BNP Paribas Paris, France	$43.3M	+$3.69M	5	1.31%	Increased
740	Smith Salley Wealth Management Greensboro, North Carolina	$43.1M	+$424K	5	2.22%	Increased
741	Dark Forest Capital Management San Juan, Puerto Rico	$42.8M	+$4.16M	14	1.61%	Increased
742	L & S Advisors Los Angeles, California	$42.8M	+$6.32M	5	4.11%	Increased
743	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$42.7M	+$5.64M	4	1.01%	Increased
744	Third Avenue Management New York	$42.6M	-$14.1K	2	8%	Reduced
745	E.S. Barr & Co Lexington, Kentucky	$42.4M	-$392K	1	2.3%	Reduced
746	SWCM Sullivan Wood Capital Management Washington, District of Columbia	$41.9M	+$511K	1	61.66%	Increased
747	AIA Group Hong Kong	$41.8M	-$4.43M	5	0.74%	Reduced
748	Avanza Fonder Stockholm, Sweden	$41.4M	+$2.1M	9	1.07%	Increased
749	Inspire Investing Meridian, Idaho	$41.3M	+$2.73M	10	4.02%	Increased
750	SIC Schwartz Investment Counsel Plymouth, Michigan	$41.3M	-$1.51M	5	1.39%	Reduced