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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	Dearborn Partners Chicago, Illinois	$15.7M	-$6.22K	2	0.67%	Reduced
752	MWM Madison Wealth Management Cincinnati, Ohio	$15.7M	-$2.57M	1	3.84%	Reduced
753	WI Wafra Inc New York	$15.6M	+$677K	2	0.65%	Increased
754	PFM Parsec Financial Management Asheville, North Carolina	$15.6M	-$1.56M	2	0.8%	Reduced
755	First Financial Bank - Trust Division Hamilton, Ohio	$15.6M	-$512K	2	1.74%	Reduced
756	GGHC Gilder Gagnon Howe & Co New York	$15.5M	-$129K	1	0.08%	Reduced
757	SAM Socorro Asset Management Dallas, Texas	$15.5M	+$322K	2	6.86%	Increased
758	Hamilton Point Investment Advisors Chapel Hill, North Carolina	$15.5M	+$270K	2	4.48%	Increased
759	Parthenon LLC Louisville, Kentucky	$15.5M	-$35.7K	1	2.49%	Reduced
760	Paloma Partners Greenwich, Connecticut	$15.4M	+$1.21M	15	0.33%	Increased
761	Asset Advisors Investment Management Augusta, Georgia	$15.4M	-$270K	1	1.8%	Reduced
762	DF Dent & Co Baltimore, Maryland	$15.4M	+$1.25M	1	0.18%	Increased
763	CCM CAAS Capital Management New York	$15.4M	-$47.8M	3	0.17%	Reduced
764	Tocqueville Asset Management New York	$15.3M	-$28.3K	6	0.23%	Reduced
765	TIG Advisors LLC New York	$15.2M	+$13.4M	1	0.57%	Increased
766	CCM Investment Advisers Columbia, South Carolina	$15.2M	-$10.6M	2	2.06%	Reduced
767	Verition Fund Management Greenwich, Connecticut	$15.2M	+$6.34M	9	0.17%	Increased
768	Nippon Life Global Investors Americas New York	$15.1M	+$196K	3	0.83%	Increased
769	AIM Arcadia Investment Management Kalamazoo, Michigan	$15.1M	-$219K	3	3.03%	Reduced
770	M MOTCO San Antonio, Texas	$15.1M	+$970K	6	1.06%	Increased
771	Boothbay Fund Management New York	$14.9M	-$4.73M	10	0.56%	Reduced
772	SAS Stelac Advisory Services New York	$14.9M	-$5.44M	2	5.49%	Reduced
773	Foster Dykema Cabot & Co Waltham, Massachusetts	$14.9M	+$357K	1	2.01%	Increased
774	BCM Brasada Capital Management Houston, Texas	$14.8M	-$123K	4	3.2%	Reduced
775	GW Henssler & Associates Kennesaw, Georgia	$14.8M	-$6.62M	3	1.06%	Reduced