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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
726	Advisors Capital Management Ridgewood, New Jersey	$5.62M	+$392K	1	0.62%	Increased
727	SCA Secor Capital Advisors New York	$5.62M	+$853K	3	1.75%	Increased
728	FCM Firsthand Capital Management San Jose, California	$5.6M	$0	1	4.47%	Maintained
729	RAM RWC Asset Management London, United Kingdom	$5.59M	$0	1	0.44%	Maintained
730	SAM Sentinel Asset Management Montpelier, Vermont	$5.54M	+$283K	3	0.14%	Increased
731	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$5.51M	+$1.18M	7	0.52%	Increased
732	LD Lipe & Dalton Syracuse, New York	$5.5M	-$241K	2	4.56%	Reduced
733	GWM Graybill Wealth Management Elmhurst, Illinois	$5.46M	+$458K	2	4.47%	Increased
734	DIA Davidson Investment Advisors Great Falls, Montana	$5.41M	+$1.23M	2	0.98%	Increased
735	Barings Charlotte, North Carolina	$5.4M	-$44.6K	6	0.13%	Reduced
736	Fort Washington Investment Advisors Cincinnati, Ohio	$5.39M	-$4.74M	5	0.11%	Reduced
737	Sterling Capital Management Charlotte, North Carolina	$5.36M	+$395K	5	0.05%	Increased
738	PP Prospector Partners Guilford, Connecticut	$5.35M	+$2.98M	1	0.77%	Increased
739	SRC Shufro Rose & Co New York	$5.34M	-$71.2K	1	0.64%	Reduced
740	PIA Piedmont Investment Advisors Durham, North Carolina	$5.33M	+$48.3K	2	0.12%	Increased
741	Fiduciary Trust Boston, Massachusetts	$5.29M	-$255K	3	0.24%	Reduced
742	AAM Aston Asset Management Chicago, Illinois	$5.27M	-$343K	4	3%	Reduced
743	LSC Lesa Sroufe & Co Seattle, Washington	$5.27M	-$286K	1	4.19%	Reduced
744	PCM Perritt Capital Management Chicago, Illinois	$5.26M	-$2.68M	1	1.1%	Reduced
745	TCM Tekne Capital Management New York	$5.26M	-$52.5M	1	1.34%	Reduced
746	ANI American National Insurance Galveston, Texas	$5.2M	+$4.03M	2	0.33%	Increased
747	Ariel Investments Chicago, Illinois	$5.19M	+$124K	1	0.06%	Increased
748	TAM Tealwood Asset Management Minneapolis, Minnesota	$5.17M	-$31.3K	1	2.26%	Reduced
749	FBP Flippin Bruce & Porter Lynchburg, Virginia	$5.16M	+$2.99M	1	1.83%	Increased
750	Rafferty Asset Management New York	$5.15M	+$910K	5	0.41%	Increased