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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
1326	Profund Advisors Bethesda, Maryland	$21.1M	+$202K	20	0.58%	Increased
1327	AG Ascent Group Virginia Beach, Virginia	$21.1M	+$2.25M	17	0.63%	Increased
1328	CIAM Caitong International Asset Management Hong Kong	$21M	+$9.27M	34	2.88%	Increased
1329	Geneos Wealth Management Englewood, Colorado	$21M	-$450K	21	0.43%	Reduced
1330	CIG Cullen Investment Group Lafayette, Louisiana	$20.9M	-$1.05M	1	2.53%	Reduced
1331	PCM Penn Capital Management Philadelphia, Pennsylvania	$20.9M	-$22.2M	4	1.33%	Reduced
1332	Hillsdale Investment Management Toronto, Ontario, Canada	$20.9M	+$510K	3	0.48%	Increased
1333	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$20.9M	+$475K	11	1.12%	Increased
1334	RCM Ratan Capital Management Miami Beach, Florida	$20.9M	+$7.49M	2	6.74%	Increased
1335	GCP GSA Capital Partners London, United Kingdom	$20.9M	+$2.29M	23	1.32%	Increased
1336	Edgewood Management Greenwich, Connecticut	$20.7M	-$270K	3	0.21%	Reduced
1337	RWA River Wealth Advisors Camp Hill, Pennsylvania	$20.7M	+$122K	3	2.17%	Increased
1338	EIM Essex Investment Management Boston, Massachusetts	$20.7M	-$11.5M	7	2.71%	Reduced
1339	AAM AR Asset Management West Hollywood, California	$20.6M	$0	2	3.77%	Maintained
1340	HT Headlands Technologies Chicago, Illinois	$20.6M	+$11.9M	12	2.18%	Increased
1341	SP Steelhead Partners Seattle, Washington	$20.6M	+$19.3M	1	1.47%	New
1342	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$20.6M	+$20.6M	1	0.09%	New
1343	LCS Levin Capital Strategies New York	$20.5M	-$4.42M	5	1.38%	Reduced
1344	TCA Trifecta Capital Advisors Northbrook, Illinois	$20.5M	+$797K	7	2.64%	Increased
1345	CreativeOne Wealth Overland Park, Kansas	$20.5M	-$436K	14	0.44%	Reduced
1346	QIM Quest Investment Management Lake Oswego, Oregon	$20.5M	-$4.13M	4	2.39%	Reduced
1347	LCM Landscape Capital Management Englewood, New Jersey	$20.5M	-$1.75M	10	1.33%	Reduced
1348	JWM JGP Wealth Management Bend, Oregon	$20.4M	-$45.7K	2	1.83%	Reduced
1349	HBK Investments Dallas, Texas	$20.4M	+$14.8M	2	0.2%	Increased
1350	STB S&T Bank Indiana, Pennsylvania	$20.4M	-$2.65M	4	6.12%	Reduced