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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
1576	GCIA Gabelli & Co Investment Advisers Rye, New York	$14.4M	+$5M	1	2.09%	Increased
1577	GLOBALT Investments Atlanta, Georgia	$14.4M	-$391K	5	0.49%	Reduced
1578	Capital Analysts LLC Fort Washington, Pennsylvania	$14.4M	-$573K	14	0.33%	Reduced
1579	HWM HFR Wealth Management Niskayuna, New York	$14.4M	-$287K	2	3.51%	Reduced
1580	SCM Sophron Capital Management Summit, New Jersey	$14.3M	+$9.33M	3	4.45%	Increased
1581	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$14.3M	+$340K	2	0.84%	Increased
1582	PCM Polymer Capital Management New York	$14.3M	-$8.65M	10	1.89%	Reduced
1583	FWM Foguth Wealth Management Brighton, Michigan	$14.3M	+$5.41M	1	1.62%	Increased
1584	Allianz Munich, Germany	$14.2M	-$475K	7	0.15%	Reduced
1585	HCA Harbour Capital Advisors Tysons Corner, Virginia	$14.2M	+$464K	13	2.58%	Increased
1586	CWM Compass Wealth Management Guilford, Connecticut	$14.2M	-$347K	3	2.68%	Reduced
1587	CCM Cadian Capital Management New York	$14.2M	+$14.6M	1	1.07%	New
1588	ACM Aubrey Capital Management Edinburgh, United Kingdom	$14.1M	+$662K	3	8.84%	Increased
1589	KM KP Management Edina, Minnesota	$14.1M	+$3.83M	2	2.65%	Increased
1590	HVP Hudson Value Partners Palm Beach, Florida	$14.1M	-$568K	2	3.53%	Reduced
1591	Meitav Investment House Bene-Beraq, Israel	$14.1M	-$73.7M	4	0.09%	Reduced
1592	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$14.1M	+$13.2M	3	2.13%	Increased
1593	DCP Diameter Capital Partners New York	$14M	+$12.5M	2	1.13%	New
1594	Fundsmith LLP London, United Kingdom	$14M	-$15.7M	1	0.1%	Reduced
1595	FA Fiduciary Alliance Greenville, South Carolina	$14M	+$641K	5	0.95%	Increased
1596	NP Nilsine Partners Greenwood Village, Colorado	$14M	+$258K	13	0.97%	Increased
1597	DAM Deepwater Asset Management Minneapolis, Minnesota	$13.9M	-$9.85M	2	6.33%	Reduced
1598	NPPM North Point Portfolio Managers Orange Village, Ohio	$13.9M	-$529K	1	2.3%	Reduced
1599	Perpetual Ltd Sydney, New South Wales, Australia	$13.9M	-$27.4M	9	0.2%	Reduced
1600	NIA NIA Impact Advisors Berkeley, California	$13.9M	-$2.24M	5	5.76%	Reduced