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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
1401	RTM RH Tailwind Management West Conshohocken, Pennsylvania	$18.9M	+$4.45M	2	1.84%	Increased
1402	SAA Southeast Asset Advisors Thomasville, Georgia	$18.9M	-$374K	4	1.92%	Reduced
1403	Canada Post Corporation Pension Plan Toronto, Canada	$18.9M	+$2.25M	9	0.66%	Increased
1404	TP TritonPoint Partners Chevy Chase, Maryland	$18.9M	+$17.5M	6	1.57%	Increased
1405	TTWM TCV Trust & Wealth Management Richmond, Virginia	$18.9M	-$468K	3	1.43%	Reduced
1406	CFM Capricorn Fund Managers London, United Kingdom	$18.8M	+$12.6M	5	1.49%	Increased
1407	UF Univest Financial Souderton, Pennsylvania	$18.8M	+$1.89M	4	0.92%	Increased
1408	LCM LDR Capital Management New York	$18.8M	+$3.47M	5	21.69%	Increased
1409	HCM Hilton Capital Management Garden City, New York	$18.8M	-$5.13M	2	1.28%	Reduced
1410	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$18.7M	-$50.3K	8	1.12%	Reduced
1411	GIC Generali Investments CEE Prague, Czech Republic	$18.7M	-$421K	4	0.89%	Reduced
1412	EC E20 Capital Hong Kong,	$18.7M	-$7.42M	1	1.5%	Reduced
1413	Sowell Financial Services North Little Rock, Arkansas	$18.6M	-$618K	15	0.61%	Reduced
1414	LTAS Linden Thomas Advisory Services Charlotte, North Carolina	$18.6M	-$640K	7	1.5%	Reduced
1415	PIM Penobscot Investment Management Boston, Massachusetts	$18.5M	+$1.85M	6	1.27%	Increased
1416	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$18.5M	-$2.56M	3	0.68%	Reduced
1417	MK MASTERINVEST Kapitalanlage Vienna,	$18.4M	-$1.21M	9	1.58%	Reduced
1418	PFM Premier Fund Managers Guildford, United Kingdom	$18.3M	+$2.1M	4	1.66%	Increased
1419	AWC Abundance Wealth Counselors State College, Pennsylvania	$18.3M	+$8.47M	9	1.19%	Increased
1420	FAM Fulcrum Asset Management London, United Kingdom	$18.2M	+$17M	14	1.82%	Increased
1421	XSC X-Square Capital Guaynabo, Puerto Rico	$18.2M	-$4.27M	4	4.63%	Reduced
1422	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$18.2M	-$7.04M	18	2.53%	Reduced
1423	BCM Barometer Capital Management Toronto, Ontario, Canada	$18.2M	+$8.86M	3	5.05%	Increased
1424	CCM Carderock Capital Management Chevy Chase, Maryland	$18.1M	+$1.36M	2	3.98%	Increased
1425	SCS Capital Management Boston, Massachusetts	$18.1M	+$11.1M	9	0.17%	Increased