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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
801	LG Leuthold Group Minneapolis, Minnesota	$4.36M	-$732K	1	0.46%	Reduced
802	BUB BBVA USA Bancshares Houston, Texas	$4.33M	-$10.6M	2	0.34%	Reduced
803	Freestone Capital Holdings Seattle, Washington	$4.33M	+$904K	3	0.47%	Increased
804	GIPM G2 Investment Partners Management New York	$4.33M	-$103K	1	1.62%	Reduced
805	BCM Bodri Capital Management San Francisco, California	$4.25M	+$4.24M	1	4.22%	New
806	CA Cumberland Advisors Sarasota, Florida	$4.24M	-$393K	1	2.64%	Reduced
807	AFWA Ancora Family Wealth Advisors Cleveland, Ohio	$4.23M	+$4.73M	2	1.76%	New
808	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$4.2M	+$1.51M	1	0.94%	Increased
809	SAM Silphium Asset Management London, United Kingdom	$4.2M	-$13.2M	1	0.92%	Reduced
810	LCP LGT Capital Partners Pfaeffikon, Switzerland	$4.18M	+$366K	1	1.22%	Increased
811	SGAM Steinberg Global Asset Management Boca Raton, Florida	$4.18M	+$257K	2	0.83%	Increased
812	PAM Princeton Alpha Management Princeton Junction, New Jersey	$4.15M	-$1.96M	8	0.85%	Reduced
813	Profund Advisors Bethesda, Maryland	$4.15M	-$3.77M	8	0.24%	Reduced
814	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$4.12M	-$240K	1	1.76%	Reduced
815	KCM Kingdon Capital Management New York	$4.12M	+$3.99M	1	0.2%	New
816	Castleark Management Chicago, Illinois	$4.12M	+$4.05M	1	0.13%	New
817	Norinchukin Bank Tokyo, Japan	$4.09M	+$30.2K	4	0.11%	Increased
818	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$4.08M	-$21.7K	5	1%	Reduced
819	OIM Opus Investment Management Worcester, Massachusetts	$4.07M	+$590K	1	0.77%	Increased
820	BWM Braver Wealth Management Needham, Massachusetts	$4.05M	+$4.66M	1	1%	New
821	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$4.04M	-$100K	1	0.04%	Reduced
822	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$4.01M	$0	1	0.99%	Maintained
823	CCM Castine Capital Management Boston, Massachusetts	$4.01M	-$359K	1	1.82%	Reduced
824	CAM ClariVest Asset Management San Diego, California	$4.01M	+$782K	3	0.12%	Increased
825	ACM Ativo Capital Management Chicago, Illinois	$4M	+$125K	1	1.06%	Increased