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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
1276	PM Plustick Management Charlottesville, Virginia	$22.7M	-$6.37M	2	8.44%	Reduced
1277	RFG Advisory Birmingham, Alabama	$22.6M	-$1.44M	16	0.35%	Reduced
1278	VU Vanderbilt University Nashville, Tennessee	$22.6M	-$254K	3	3.1%	Reduced
1279	Saturna Capital Bellingham, Washington	$22.6M	-$79.3M	8	0.28%	Reduced
1280	SAS Stelac Advisory Services New York	$22.5M	-$8.61M	3	4.19%	Reduced
1281	QCM Qsemble Capital Management New York	$22.4M	+$6.19M	11	2.87%	Increased
1282	PS Pensionfund Sabic Sittard, Netherlands	$22.4M	$0	4	23.98%	Maintained
1283	AFAS Acorn Financial Advisory Services Reston, Virginia	$22.4M	+$20.4M	3	2.97%	Increased
1284	FNT First Nebraska Trust Lincoln, Nebraska	$22.3M	-$47.2K	1	1.8%	Reduced
1285	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$22.3M	-$1.08M	2	0.99%	Reduced
1286	LCG Lisanti Capital Growth New York	$22.3M	-$19.3M	4	4.9%	Reduced
1287	GCM GeoSphere Capital Management Miami Beach, Florida	$22.2M	+$2.4M	2	7.24%	Increased
1288	MNBTD Moody National Bank Trust Division Galveston, Texas	$22.2M	+$596K	9	1.83%	Increased
1289	PC Pier Capital Stamford, Connecticut	$22.1M	-$2.07M	5	2.93%	Reduced
1290	BCM Bourgeon Capital Management Darien, Connecticut	$22.1M	-$5.45M	3	3.25%	Reduced
1291	AAIM Asset Advisors Investment Management Augusta, Georgia	$22M	+$127K	1	2.02%	Increased
1292	HCA Harbor Capital Advisors Chicago, Illinois	$22M	-$4.12M	14	1.5%	Reduced
1293	CIC Chase Investment Counsel Charlottesville, Virginia	$22M	-$715K	3	4.64%	Reduced
1294	DGM Delta Global Management New York	$21.9M	-$4.77M	3	2.38%	Reduced
1295	ATC Argent Trust Co Nashville, Tennessee	$21.9M	+$531K	9	0.63%	Increased
1296	SCA Stonebridge Capital Advisors St Paul, Minnesota	$21.9M	+$159K	2	1.4%	Increased
1297	SP SIH Partners Wilmington, Delaware	$21.9M	-$282K	4	0.14%	Reduced
1298	TPCM Two Point Capital Management Pittsford, New York	$21.9M	-$238K	2	8.8%	Reduced
1299	MCM Monument Capital Management Alexandria, Virginia	$21.8M	-$278K	4	4.39%	Reduced
1300	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$21.8M	+$3.67M	13	0.41%	Increased