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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
776	Old National Bancorp Evansville, Indiana	$9.34M	+$361K	4	0.47%	Increased
777	CA Cullinan Associates Louisville, Kentucky	$9.33M	+$923K	3	0.66%	Increased
778	Meiji Yasuda Life Insurance Tokyo, Japan	$9.26M	+$978K	5	1.32%	Increased
779	AI Atom Investors Austin, Texas	$9.23M	+$86.8K	3	0.63%	Increased
780	PFMOSF Philadelphia Financial Management of San Francisco San Francisco, California	$9.2M	+$8.8M	1	2.04%	New
781	Scout Investments Kansas City, Missouri	$9.17M	+$8.81M	1	0.18%	New
782	KA Kintegral Advisory New York	$9.15M	$0	6	1.82%	Maintained
783	WTB Washington Trust Bank Spokane, Washington	$9.09M	-$278K	3	1.49%	Reduced
784	Driehaus Capital Management Chicago, Illinois	$9.08M	-$17.3M	4	0.3%	Reduced
785	AMI Amica Mutual Insurance Providence, Rhode Island	$9.04M	+$250K	6	1.15%	Increased
786	FHB First Hawaiian Bank Honolulu, Hawaii	$9.04M	-$132K	10	0.47%	Reduced
787	GFPC Global Financial Private Capital Sarasota, Florida	$9.03M	-$764K	3	0.46%	Reduced
788	LPU Lansdowne Partners (UK) London, United Kingdom	$9.02M	-$63.5M	1	0.24%	Reduced
789	AC Albar Capital London, United Kingdom	$9.01M	+$8.68M	1	4.14%	New
790	KTA Keeley-Teton Advisors Chicago, Illinois	$8.99M	-$212K	4	0.95%	Reduced
791	SIM Sentry Investment Management Stevens Point, Wisconsin	$8.97M	+$2.97M	4	0.59%	Increased
792	CCC Cincinnati Casualty Company Fairfield, Ohio	$8.96M	$0	1	6.91%	Maintained
793	JIR James Investment Research Alpha, Ohio	$8.93M	-$761K	2	0.65%	Reduced
794	Private Advisor Group Morristown, New Jersey	$8.92M	+$1.94M	11	0.14%	Increased
795	DAM Delta Asset Management Memphis, Tennessee	$8.83M	+$178K	5	1.17%	Increased
796	Bridges Investment Management Omaha, Nebraska	$8.8M	-$177K	2	0.34%	Reduced
797	GA Gagnon Advisors New York	$8.79M	$0	1	5.45%	Maintained
798	VI Versor Investments New York	$8.77M	-$2.76M	2	0.6%	Reduced
799	DF Dent & Co Baltimore, Maryland	$8.71M	+$105K	1	0.16%	Increased
800	Picton Mahoney Asset Management Toronto, Ontario, Canada	$8.7M	+$1.07M	1	0.61%	Increased