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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
1476	LOM LTS One Management New York	$16.8M	-$2.56M	1	6.69%	Reduced
1477	FCM FirstWave Capital Management Miami, Florida	$16.7M	+$9.48M	6	7.39%	Increased
1478	AGC Alden Global Capital Brandon, Florida	$16.7M	+$11.3M	2	6.14%	Increased
1479	ECM EagleClaw Capital Management Boston, Massachusetts	$16.7M	-$30.2K	1	2.24%	Reduced
1480	RNC Capital Management Los Angeles, California	$16.7M	-$601K	2	0.69%	Reduced
1481	WWA WCG Wealth Advisors Las Vegas, Nevada	$16.7M	-$781K	4	0.4%	Reduced
1482	LCM Lakewood Capital Management New York	$16.7M	+$10.7M	3	0.86%	Increased
1483	DAM Deltec Asset Management New York	$16.6M	+$481K	2	2.46%	Increased
1484	HH Hilltop Holdings Dallas, Texas	$16.6M	-$15.1K	10	1.29%	Reduced
1485	RC Roundview Capital Princeton, New Jersey	$16.6M	+$1.33M	7	0.91%	Increased
1486	SAM Soviero Asset Management New York	$16.5M	+$2.21M	3	6.96%	Increased
1487	TA Tactive Advisors Jacksonville, Florida	$16.5M	+$564K	7	4.08%	Increased
1488	MCM Masterton Capital Management New York	$16.5M	+$9.12M	1	13.97%	Increased
1489	FFP FourThought Financial Partners Venice, Florida	$16.5M	+$352K	7	1.27%	Increased
1490	RP Regal Partners Sydney, NSW, Australia	$16.5M	-$2.04M	11	0.91%	Reduced
1491	SPC Stony Point Capital New York	$16.5M	+$560K	1	1.07%	Increased
1492	Anchor Capital Advisors Boston, Massachusetts	$16.5M	+$10.7M	1	0.46%	Increased
1493	IA Integrity Alliance Urbandale, Iowa	$16.4M	+$3.25M	13	0.51%	Increased
1494	JCM Jag Capital Management St Louis, Missouri	$16.4M	-$10.6M	2	1.54%	Reduced
1495	KWM Keebeck Wealth Management Chicago, Illinois	$16.4M	+$227K	19	1.6%	Increased
1496	FIM FWL Investment Management Dallas, Texas	$16.4M	+$1.39M	11	3.01%	Increased
1497	SCS Syquant Capital SAS Paris, France	$16.4M	+$16.4M	2	3.66%	New
1498	TA Trivest Advisors Hong Kong	$16.2M	+$14M	1	0.51%	New
1499	VAM VMS Asset Management Hong Kong,	$16.2M	-$7.82M	2	5.15%	Reduced
1500	MAM Meeder Asset Management Dublin, Ohio	$16.2M	+$1.75M	20	0.83%	Increased