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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
826	TIP Torray Investment Partners Bethesda, Maryland	$17.4M	-$3.94M	2	2.56%	Reduced
827	ACM AlphaCrest Capital Management New York	$17.3M	-$1.74M	16	0.64%	Reduced
828	Tocqueville Asset Management New York	$17.3M	+$583K	6	0.24%	Increased
829	Profund Advisors Bethesda, Maryland	$17.2M	-$16.2M	18	0.56%	Reduced
830	First Horizon Advisors Memphis, Tennessee	$17.1M	+$542K	22	0.52%	Increased
831	SCS Syquant Capital SAS Paris, France	$17.1M	+$16.2M	2	6.53%	New
832	SAM Socorro Asset Management Dallas, Texas	$17.1M	-$7.3M	2	4.87%	Reduced
833	GWM Graybill Wealth Management Elmhurst, Illinois	$17M	+$126K	3	7.71%	Increased
834	Border to Coast Pensions Partnership Leeds, United Kingdom	$16.9M	$0	1	0.57%	Maintained
835	RA Ramius Advisors New York	$16.8M	+$15.9M	1	5.9%	New
836	Veritable Wilmington, Delaware	$16.8M	+$984K	10	0.25%	Increased
837	Saturna Capital Bellingham, Washington	$16.8M	-$16.3K	4	0.3%	Reduced
838	BCM Barometer Capital Management Toronto, Ontario, Canada	$16.7M	+$144K	1	2.81%	Increased
839	CNB Camden National Bank Camden, Maine	$16.7M	-$207K	2	2.93%	Reduced
840	CHAM Clear Harbor Asset Management Stamford, Connecticut	$16.6M	+$262K	3	1.8%	Increased
841	IB Iyo Bank Matsuyama, Japan	$16.6M	+$14.7M	1	5.05%	New
842	Douglass Winthrop Advisors New York	$16.6M	-$3.47M	3	0.37%	Reduced
843	PineBridge Investments New York	$16.5M	+$8.55M	9	0.17%	Increased
844	CCC Cincinnati Casualty Company Fairfield, Ohio	$16.3M	$0	1	8.77%	Maintained
845	JIR James Investment Research Alpha, Ohio	$16.3M	-$8.25K	3	1.49%	Reduced
846	MC Moors & Cabot Boston, Massachusetts	$16.3M	-$241K	6	1%	Reduced
847	EP Edgestream Partners Princeton, New Jersey	$16.3M	+$9.45M	5	1.02%	Increased
848	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$16.3M	+$601K	4	0.75%	Increased
849	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$16.2M	+$463K	12	0.63%	Increased
850	FIM Freedom Investment Management Hartford, Connecticut	$16.2M	+$1.03M	11	1.18%	Increased