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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
1176	GIM Goelzer Investment Management Carmel, Indiana	$27M	+$480K	6	1.18%	Increased
1177	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$26.9M	+$6.68M	3	4.39%	Increased
1178	Caption Management Oklahoma City, Oklahoma	$26.9M	+$12.8M	9	0.13%	Increased
1179	SFI Siemens Fonds Invest Munich, Germany	$26.8M	+$867K	11	1.32%	Increased
1180	TAM Telemark Asset Management Boston, Massachusetts	$26.8M	+$3.43M	2	1.94%	Increased
1181	PCM Prelude Capital Management New York	$26.8M	+$3.87M	23	1.95%	Increased
1182	AIA Group Hong Kong	$26.7M	-$1.35M	7	0.34%	Reduced
1183	CWP Cyndeo Wealth Partners St. Petersburg, Florida	$26.7M	+$165K	6	1.26%	Increased
1184	Wedge Capital Management Charlotte, North Carolina	$26.7M	-$2.4M	3	0.44%	Reduced
1185	MSA MUFG Securities Americas New York	$26.6M	+$3.44M	11	1.37%	Increased
1186	BCM Beck Capital Management Austin, Texas	$26.6M	+$129K	3	4.9%	Increased
1187	Readystate Asset Management Chicago, Illinois	$26.6M	+$9.61M	9	0.91%	Increased
1188	LPU Lansdowne Partners (UK) London, United Kingdom	$26.5M	-$27.5M	2	1.09%	Reduced
1189	Salem Investment Counselors Winston Salem, North Carolina	$26.4M	+$170K	16	0.66%	Increased
1190	FFA Fi3 Financial Advisors Indianapolis, Indiana	$26.4M	+$21.8M	4	6.31%	Increased
1191	ALM Argosy-Lionbridge Management New York	$26.3M	+$8.53M	2	16.53%	Increased
1192	NRG Nemes Rush Group Novi, Michigan	$26.3M	+$680K	12	2.17%	Increased
1193	Ameritas Advisory Services Lincoln, Nebraska	$26.2M	+$18.1M	21	0.53%	Increased
1194	Grimes & Company Westborough, Massachusetts	$26.2M	+$320K	5	0.57%	Increased
1195	Junto Capital Management New York	$26.2M	-$3.6M	1	0.46%	Reduced
1196	SteelPeak Wealth Woodland Hills, California	$26.1M	+$9.45M	11	0.68%	Increased
1197	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$26.1M	-$1.3M	3	3.55%	Reduced
1198	Giverny Capital Montreal, Quebec, Canada	$26M	+$345K	1	0.87%	Increased
1199	MP Maestria Partners Atlanta, Georgia	$26M	-$4.02M	1	9.03%	Reduced
1200	Wedbush Securities Los Angeles, California	$26M	+$1.15M	20	0.67%	Increased