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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	KB Kimelman & Baird New York	$10M	$0	1	1.39%	Maintained
752	HR Howe & Rusling Rochester, New York	$9.98M	-$2.09M	8	1.75%	Reduced
753	Mercer Global Advisors Denver, Colorado	$9.97M	-$74.3K	9	0.23%	Reduced
754	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$9.97M	+$628K	4	0.4%	Increased
755	Engineers Gate Manager New York	$9.95M	+$558K	9	0.51%	Increased
756	SCM Signia Capital Management Spokane, Washington	$9.94M	+$1.62M	2	11.09%	Increased
757	OSIA O'Shares Investment Advisers Boston, Massachusetts	$9.91M	+$2.59M	6	1.49%	Increased
758	GWM Graybill Wealth Management Elmhurst, Illinois	$9.86M	-$1.42M	3	6.67%	Reduced
759	RC Raine Capital New York	$9.8M	+$1.61M	1	12.47%	Increased
760	NP NS Partners London, United Kingdom	$9.8M	+$865K	1	0.88%	Increased
761	Glazer Capital LLC New York	$9.66M	+$2.56M	1	1.19%	Increased
762	Kentucky Retirement Systems Frankfort, Kentucky	$9.66M	+$851K	6	0.77%	Increased
763	FI Fosun International Hong Kong, China	$9.65M	-$31.1M	4	1.07%	Reduced
764	VHAM Van Hulzen Asset Management El Dorado Hills, California	$9.61M	+$4.84K	3	2.03%	Increased
765	RIM Rampart Investment Management Hartford, Connecticut	$9.58M	-$1.23M	6	1.19%	Reduced
766	PCM Penn Capital Management Philadelphia, Pennsylvania	$9.58M	-$5.92M	3	1%	Reduced
767	LIA LS Investment Advisors Bloomfield Hills, Michigan	$9.57M	-$843K	16	0.56%	Reduced
768	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$9.51M	+$459K	2	1.4%	Increased
769	IM Islet Management New York	$9.49M	$0	1	1.19%	Maintained
770	DIA Davidson Investment Advisors Great Falls, Montana	$9.49M	-$31.1K	2	0.99%	Reduced
771	RiverFront Investment Group Richmond, Virginia	$9.49M	+$9.21M	1	0.23%	New
772	Kayne Anderson Capital Advisors Los Angeles, California	$9.42M	-$365K	3	0.15%	Reduced
773	Stratos Wealth Partners Beachwood, Ohio	$9.41M	+$358K	6	0.41%	Increased
774	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$9.36M	$0	1	1.47%	Maintained
775	Tower Research Capital (TRC) New York	$9.35M	+$2.3M	28	0.64%	Increased