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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	Credit Agricole Montrouge Cedex, France	$10.5M	-$2.77M	8	0.58%	Reduced
752	LIA LS Investment Advisors Bloomfield Hills, Michigan	$10.4M	+$215K	15	0.56%	Increased
753	Atlantic Union Bankshares Glen Allen, Virginia	$10.4M	+$250K	3	1.34%	Increased
754	TWI Thomas White International Chicago, Illinois	$10.4M	-$210K	5	1.74%	Reduced
755	SCA Snowden Capital Advisors New York	$10.4M	-$1.11M	5	0.92%	Reduced
756	CCC Cincinnati Casualty Company Fairfield, Ohio	$10.4M	$0	1	7.36%	Maintained
757	VHAM Van Hulzen Asset Management El Dorado Hills, California	$10.3M	-$515K	3	1.99%	Reduced
758	WC Walthausen & Co Malta, New York	$10.3M	-$951K	2	1.35%	Reduced
759	CTA Colonial Trust Advisors Spartanburg, South Carolina	$10.3M	-$11.8K	2	1.7%	Reduced
760	Voloridge Investment Management Jupiter, Florida	$10.3M	+$5.01M	6	0.2%	Increased
761	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$10.2M	+$417K	2	1.41%	Increased
762	Old National Bancorp Evansville, Indiana	$10.2M	-$561K	4	0.5%	Reduced
763	Stratos Wealth Partners Beachwood, Ohio	$10.2M	+$277K	6	0.4%	Increased
764	JIR James Investment Research Alpha, Ohio	$10.2M	+$166K	2	0.71%	Increased
765	BCM Brasada Capital Management Houston, Texas	$10.1M	+$2.5M	3	2.51%	Increased
766	NP NS Partners London, United Kingdom	$10.1M	+$180K	1	0.8%	Increased
767	LM Luminus Management Houston, Texas	$10.1M	+$8.02M	1	0.42%	Increased
768	Kentucky Retirement Systems Frankfort, Kentucky	$10.1M	+$26.7K	6	0.73%	Increased
769	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$10.1M	-$235K	1	0.98%	Reduced
770	TCM Tandem Capital Management Woodcliff Lake, New Jersey	$10.1M	+$9.78M	3	8.63%	New
771	DAM Delta Asset Management Memphis, Tennessee	$10M	-$48.7K	5	1.24%	Reduced
772	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$9.98M	$0	1	1.5%	Maintained
773	RC Raine Capital New York	$9.92M	$0	1	12.83%	Maintained
774	EIM Essex Investment Management Boston, Massachusetts	$9.87M	+$2.56M	5	1.21%	Increased
775	FM Forward Management San Francisco, California	$9.86M	-$650K	4	1.5%	Reduced