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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
976	Intact Investment Management Montreal, Quebec, Canada	$39.1M	-$5.69M	5	1.11%	Reduced
977	NS Night Squared New York	$39M	+$10.8M	3	4.19%	Increased
978	MFAM Motley Fool Asset Management Alexandria, Virginia	$38.9M	+$9.26M	7	1.5%	Increased
979	ICM Infini Capital Management Central, Hong Kong	$38.9M	+$43.9M	1	100%	New
980	Venture Visionary Partners Sylvania, Ohio	$38.7M	+$902K	9	1.08%	Increased
981	Quantbot Technologies New York	$38.7M	+$4.67M	34	1.53%	Increased
982	GCM Glynn Capital Management Menlo Park, California	$38.6M	-$4.01M	3	10.63%	Reduced
983	TCOV Trust Company of Vermont Brattleboro, Vermont	$38.6M	+$38M	11	1.44%	New
984	EIP Easterly Investment Partners Beverly, Massachusetts	$38.6M	+$5.41M	6	1.97%	Increased
985	HW Hedeker Wealth Lincolnshire, Illinois	$38.6M	-$1.24M	4	7.36%	Reduced
986	CIA Capital Impact Advisors Boston, Massachusetts	$38.4M	+$41.7M	1	2.15%	New
987	DF DNCA Finance Paris, France	$38.4M	-$9.57M	6	1.86%	Reduced
988	SC Shellback Capital Boston, Massachusetts	$38.4M	+$17.4M	1	3.36%	Increased
989	ESBC E.S. Barr & Co Lexington, Kentucky	$38.3M	-$147K	1	2.15%	Reduced
990	AT Avalon Trust Santa Fe, New Mexico	$38.2M	-$98.9K	10	2.35%	Reduced
991	Heritage Investors Management Corp Bethesda, Maryland	$38.2M	-$70.7K	5	1.06%	Reduced
992	JWCA J.W. Cole Advisors Tampa, Florida	$38.1M	+$11.4M	21	0.65%	Increased
993	Coldstream Capital Management Bellevue, Washington	$38.1M	-$1.39M	17	0.48%	Reduced
994	Larson Financial Group St Louis, Missouri	$38M	+$7.6M	42	1%	Increased
995	Burney Company Reston, Virginia	$38M	-$5.67M	10	1.02%	Reduced
996	Riverbridge Partners Minneapolis, Minnesota	$37.9M	-$123K	2	1.06%	Reduced
997	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$37.9M	+$3.79M	12	1.71%	Increased
998	BL BWCP LP Dallas, Texas	$37.8M	-$5.69M	2	5.41%	Reduced
999	CAM Crown Advisors Management Larkspur, California	$37.8M	-$4.1M	3	20.78%	Reduced
1000	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$37.8M	+$9.72K	2	5.32%	Increased