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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
751	Paradigm Capital Management Inc Albany, New York	$8.16M	+$1.22M	2	0.69%	Increased
752	Farmers & Merchants Investments Inc Lincoln, Nebraska	$8.16M	+$57.3K	9	0.61%	Increased
753	Steward Partners Investment Advisory New York	$8.13M	+$7.91M	14	0.56%	Increased
754	Edge Advisors Atlanta, Georgia	$8.09M	+$112K	6	0.76%	Increased
755	Capital One National Association New York	$8.08M	+$1.72M	5	0.57%	Increased
756	Cookson Peirce & Co Pittsburgh, Pennsylvania	$7.95M	+$3.45M	2	0.72%	Increased
757	WC Walthausen & Co Malta, New York	$7.95M	+$277K	2	0.78%	Increased
758	CIC Cornercap Investment Counsel Atlanta, Georgia	$7.91M	+$1.17M	3	1.13%	Increased
759	Weiss Asset Management Boston, Massachusetts	$7.86M	-$1.58M	1	0.63%	Reduced
760	Highland Capital Management (Tennessee) Memphis, Tennessee	$7.81M	+$231K	3	0.61%	Increased
761	Azzad Asset Management Falls Church, Virginia	$7.8M	+$1.57M	6	2.36%	Increased
762	SCA Snowden Capital Advisors New York	$7.8M	+$521K	4	1.14%	Increased
763	Quantbot Technologies New York	$7.78M	-$2.63M	14	0.67%	Reduced
764	Advisors Capital Management Ridgewood, New Jersey	$7.72M	-$14.9M	1	0.58%	Reduced
765	Kentucky Retirement Systems Frankfort, Kentucky	$7.72M	-$1.37M	6	0.66%	Reduced
766	RWC Asset Management London, United Kingdom	$7.71M	-$1.03M	1	0.41%	Reduced
767	Richard Bernstein Advisors New York	$7.69M	+$1.81M	3	0.27%	Increased
768	OFM Okumus Fund Management Grand Cayman, Cayman Islands	$7.69M	+$11.1M	1	1.7%	New
769	Nicola Wealth Management Vancouver, British Columbia, Canada	$7.68M	+$6.21M	1	1.55%	New
770	Washington Trust Bank Spokane, Washington	$7.66M	-$274K	6	1.1%	Reduced
771	Bank of Nova Scotia Trust Toronto, Ontario, Canada	$7.64M	+$631K	1	0.89%	Increased
772	Badgley, Phelps & Bell Seattle, Washington	$7.63M	-$3.45M	1	0.51%	Reduced
773	Apriem Advisors Irvine, California	$7.6M	+$83.8K	1	1.86%	Increased
774	ARMC American Research & Management Company Marion, Massachusetts	$7.57M	-$301K	2	2.49%	Reduced
775	TA Teton Advisors Rye, New York	$7.56M	$0	2	0.72%	Maintained