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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
1226	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$24.9M	-$427K	14	1.21%	Reduced
1227	Evelyn Partners London,	$24.8M	+$24.6M	7	0.05%	New
1228	VHAM Van Hulzen Asset Management El Dorado Hills, California	$24.8M	-$2.48M	5	1.76%	Reduced
1229	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$24.8M	+$14.8M	14	1.3%	Increased
1230	FGC First Growth Capital Pikesville, Maryland	$24.8M	-$207K	2	18.78%	Reduced
1231	SB Simmons Bank Pine Bluff, Arkansas	$24.8M	+$7.35M	7	1.41%	Increased
1232	TC TwinBeech Capital Purchase, New York	$24.8M	+$11.8M	11	4.48%	Increased
1233	EPW Evolve Private Wealth Los Angeles, California	$24.8M	-$8.77M	13	1.51%	Reduced
1234	MA Mezzasalma Advisors Tinton Falls, New Jersey	$24.7M	+$901K	3	4.96%	Increased
1235	CL COWA LLC Tulsa, Oklahoma	$24.7M	+$771K	1	6.18%	Increased
1236	SEM Suncoast Equity Management Tampa, Florida	$24.6M	-$2.19M	2	3.08%	Reduced
1237	ECM Everence Capital Management Goshen, Indiana	$24.5M	-$979K	17	1.29%	Reduced
1238	Loews Corp New York	$24.5M	+$5.05M	2	0.2%	Increased
1239	PA PFG Advisors Phoenix, Arizona	$24.4M	-$423K	9	1.23%	Reduced
1240	Shelton Capital Management Denver, Colorado	$24.4M	+$4.37M	14	0.45%	Increased
1241	NPT Nixon Peabody Trust Boston, Massachusetts	$24.3M	-$4.83M	2	1.72%	Reduced
1242	HCS Himension Capital (Singapore) Singapore	$24.3M	+$13.3M	12	1.49%	Increased
1243	AAM Alpine Associates Management Palm Beach, Florida	$24.3M	+$1.41M	1	1.52%	Increased
1244	PL Parthenon LLC Louisville, Kentucky	$24.3M	+$70.4K	3	2.53%	Increased
1245	MGCM Mane Global Capital Management New York	$24.2M	+$20.9M	3	2%	Increased
1246	CWA Asset Management Group Naples, Florida	$24.1M	+$1.6M	12	0.73%	Increased
1247	BSL Blue Sparrow LLC Dover, Delaware	$24.1M	+$12.9M	2	0.23%	Increased
1248	MAS Meeder Advisory Services Dublin, Ohio	$24.1M	+$852K	14	0.88%	Increased
1249	ASA Axxion S.A. Grevenmacher, Luxembourg	$24M	+$23.8M	10	1.71%	New
1250	Capital International Inc Los Angeles, California	$24M	+$912K	3	0.17%	Increased