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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
951	MC Moors & Cabot Boston, Massachusetts	$41.2M	+$1.4M	15	1.6%	Increased
952	Bailard Foster City, California	$41.1M	+$77.9K	8	0.84%	Increased
953	TFA Transamerica Financial Advisors St. Petersburg, Florida	$41M	+$681K	26	3.47%	Increased
954	Ashton Thomas Private Wealth Scottsdale, Arizona	$41M	+$3.74M	17	0.86%	Increased
955	SCM Silvant Capital Management Atlanta, Georgia	$40.9M	-$22M	15	1.19%	Reduced
956	MCM Mitchell Capital Management Leawood, Kansas	$40.9M	+$6.58M	6	6.22%	Increased
957	FG Foresight Group London, United Kingdom	$40.9M	-$5.37M	5	7.35%	Reduced
958	PEAK6 Chicago, Illinois	$40.8M	+$11.2M	22	0.08%	Increased
959	B Bensler Bellevue, Washington	$40.7M	+$28.5M	5	3.6%	Increased
960	STP Science & Technology Partners New York	$40.5M	+$30.6M	4	6.83%	Increased
961	Samlyn Capital New York	$40.5M	+$34.8M	1	0.66%	New
962	PWM Parkway Wealth Management Plano, Texas	$40.4M	+$33.3M	5	4.67%	Increased
963	First Eagle Investment Management New York	$40.4M	+$4.11M	5	0.07%	Increased
964	SWCM Sullivan Wood Capital Management Washington, District of Columbia	$40.2M	+$662K	2	55.01%	Increased
965	Milford Funds Auckland,	$40.1M	-$10.9M	1	0.65%	Reduced
966	GF Greenhouse Funds Baltimore, Maryland	$39.8M	+$35.4M	1	2.04%	New
967	Great Valley Advisor Group Wilmington, Delaware	$39.8M	+$2.98M	13	0.63%	Increased
968	CloudAlpha Capital Management Hong Kong	$39.7M	-$76.1M	1	1.13%	Reduced
969	LSA L & S Advisors Los Angeles, California	$39.7M	+$6.23M	7	4.1%	Increased
970	SCP Sandhill Capital Partners Buffalo, New York	$39.7M	+$32.4M	1	3.22%	New
971	WIC Willis Investment Counsel Gainesville, Georgia	$39.6M	-$5.71M	2	1.89%	Reduced
972	PAMS Pinpoint Asset Management (Singapore) Singapore,	$39.6M	+$29.9M	7	8.04%	Increased
973	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$39.6M	-$882K	8	2.3%	Reduced
974	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$39.5M	-$612K	1	4.69%	Reduced
975	Country Trust Bank Bloomington, Illinois	$39.2M	-$4.71M	6	0.69%	Reduced