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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
1051	BIM Barton Investment Management West Conshohocken, Pennsylvania	$33.9M	-$1.04M	2	4.59%	Reduced
1052	AIMC Alley Investment Management Company Lake Forest, Illinois	$33.8M	-$790K	2	3.95%	Reduced
1053	DJE Kapital 82049 Pullach, Germany	$33.8M	-$7.22M	2	0.64%	Reduced
1054	Obermeyer Wealth Partners Aspen, Colorado	$33.8M	+$1.07M	6	1.38%	Increased
1055	WDOM Wasserstein Debt Opportunities Management New York	$33.8M	+$7.13M	1	12.79%	Increased
1056	AWM Aprio Wealth Management Atlanta, Georgia	$33.7M	+$1.71M	11	1.66%	Increased
1057	GAMMA Investing Foster City, California	$33.7M	+$3.22M	39	1.25%	Increased
1058	BHWA Beacon Harbor Wealth Advisors Virginia Beach, Virginia	$33.6M	-$5.23M	4	6.55%	Reduced
1059	Apollo Management Holdings New York	$33.5M	$0	1	0.38%	Maintained
1060	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$33.5M	+$1.48M	13	0.39%	Increased
1061	MIP Ma Investment Partnership Hillsborough, California	$33.5M	$0	1	5.96%	Maintained
1062	Boston Trust Walden Boston, Massachusetts	$33.4M	+$5.58M	4	0.25%	Increased
1063	KHLMVGHM Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$33.3M	-$857K	2	1.37%	Reduced
1064	Fideuram - Intesa Sanpaolo Private Banking Turin,	$33.3M	+$5.34M	9	1%	Increased
1065	CC Conversant Capital Summit, New Jersey	$33.2M	+$27.9M	2	3.9%	New
1066	BFO Boston Family Office Boston, Massachusetts	$33.2M	+$2.96M	6	2.02%	Increased
1067	AFA Abacus FCF Advisors Orlando, Florida	$33.2M	-$5.03M	3	6.09%	Reduced
1068	ORI Oak Ridge Investments Chicago, Illinois	$33.1M	+$2.12M	7	1.87%	Increased
1069	Associated Banc-Corp Green Bay, Wisconsin	$32.9M	-$616K	3	0.78%	Reduced
1070	CIS Connors Investor Services Wyomissing, Pennsylvania	$32.9M	-$1.75M	3	2.84%	Reduced
1071	Aquatic Capital Management Chicago, Illinois	$32.8M	-$20.2M	12	1.13%	Reduced
1072	Caprock Group Boise, Idaho	$32.8M	-$851K	24	0.63%	Reduced
1073	Calamos Wealth Management Naperville, Illinois	$32.8M	-$1.45M	4	0.99%	Reduced
1074	Farmers & Merchants Investments Inc Lincoln, Nebraska	$32.8M	+$161K	18	0.79%	Increased
1075	GGI Godsey & Gibb Inc Richmond, Virginia	$32.6M	-$691K	6	2.68%	Reduced