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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
601	AFG American Financial Group Cincinnati, Ohio	$17.7M	$0	1	1.53%	Maintained
602	KS Karpas Strategies Litchfield, Connecticut	$17.7M	+$1.29M	1	6.66%	Increased
603	MWM Madison Wealth Management Cincinnati, Ohio	$17.7M	+$17.1M	2	5.07%	New
604	CM CS McKee Pittsburgh, Pennsylvania	$17.7M	-$2.12M	1	1.62%	Reduced
605	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$17.6M	-$46.3K	2	1.48%	Reduced
606	AFIA America First Investment Advisors Omaha, Nebraska	$17.6M	-$1.05M	1	5.18%	Reduced
607	MFWM Motley Fool Wealth Management Alexandria, Virginia	$17.6M	+$475K	2	1.06%	Increased
608	TIP Torray Investment Partners Bethesda, Maryland	$17.5M	+$79.4K	2	3.02%	Increased
609	Twin Tree Management Dallas, Texas	$17.5M	+$15.3M	7	0.06%	Increased
610	EP Wealth Advisors Torrance, California	$17.4M	+$1.45M	4	0.72%	Increased
611	AP Archon Partners Princeton Junction, New Jersey	$17.4M	$0	1	2.96%	Maintained
612	GGI Godsey & Gibb Inc Richmond, Virginia	$17.4M	+$46.4K	1	2.44%	Increased
613	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$17M	-$128K	1	4.4%	Reduced
614	QIM Quantitative Investment Management Charlottesville, Virginia	$17M	-$5.93M	5	0.51%	Reduced
615	PP Paloma Partners Greenwich, Connecticut	$16.7M	+$2.18M	13	0.25%	Increased
616	AR Advisory Research Chicago, Illinois	$16.7M	+$523K	5	0.77%	Increased
617	First National Trust Hermitage, Pennsylvania	$16.6M	+$1.77M	3	1.35%	Increased
618	JAM JLP Asset Management New York	$16.6M	+$4.85M	2	11.44%	Increased
619	Synovus Financial Columbus, Georgia	$16.5M	+$230K	13	0.23%	Increased
620	MCM Matarin Capital Management New York	$16.5M	-$7.29M	2	1.58%	Reduced
621	Associated Banc-Corp Green Bay, Wisconsin	$16.5M	+$139K	2	0.82%	Increased
622	Level Four Advisory Services Dallas, Texas	$16.5M	+$355K	3	0.65%	Increased
623	RIM Ranger Investment Management Dallas, Texas	$16.4M	+$1.4M	1	1.08%	Increased
624	WAM World Asset Management Detroit, Michigan	$16.4M	-$1.49M	12	0.75%	Reduced
625	H Hexavest Montreal, Quebec, Canada	$16.4M	+$1.29M	4	0.2%	Increased