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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	Farmers & Merchants Investments Inc Lincoln, Nebraska	$10.1M	+$1.81M	10	0.68%	Increased
727	PL Parthenon LLC Louisville, Kentucky	$10.1M	-$229K	1	2.26%	Reduced
728	MML Investors Services Springfield, Massachusetts	$10.1M	+$1.58M	9	0.16%	Increased
729	NPPM North Point Portfolio Managers Orange Village, Ohio	$10M	-$155K	1	1.91%	Reduced
730	GWM Graybill Wealth Management Elmhurst, Illinois	$10M	+$293K	3	7%	Increased
731	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$9.94M	+$1.07M	2	1.34%	Increased
732	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$9.91M	-$3.1M	3	0.76%	Reduced
733	D.A. Davidson & Co Great Falls, Montana	$9.91M	-$567K	8	0.17%	Reduced
734	Conning Inc Hartford, Connecticut	$9.9M	-$7.16M	5	0.31%	Reduced
735	Commerzbank Aktiengesellschaft Frankfurt, Germany	$9.83M	+$2.06M	6	0.09%	Increased
736	UBS O'Connor Chicago, Illinois	$9.79M	+$6.32M	2	0.27%	Increased
737	Waratah Capital Advisors Toronto, Ontario, Canada	$9.77M	+$9.1M	3	1.03%	New
738	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$9.74M	+$214K	5	0.82%	Increased
739	Gratus Capital Atlanta, Georgia	$9.72M	-$126K	3	1.63%	Reduced
740	CC Caldera Capital Dallas, Texas	$9.68M	+$8.7M	1	6.15%	New
741	SH SeaTown Holdings Singapore	$9.67M	+$9.15M	1	1.14%	New
742	CHAM Clear Harbor Asset Management Stamford, Connecticut	$9.66M	-$307K	1	1.96%	Reduced
743	MFAM Motley Fool Asset Management Alexandria, Virginia	$9.65M	+$8.24M	1	1.12%	Increased
744	LIA LS Investment Advisors Bloomfield Hills, Michigan	$9.58M	-$274K	16	0.6%	Reduced
745	CIC Cornercap Investment Counsel Atlanta, Georgia	$9.52M	-$30.8K	3	1.32%	Reduced
746	CIS Connors Investor Services Wyomissing, Pennsylvania	$9.49M	+$8.9M	1	1.29%	New
747	KB Kimelman & Baird New York	$9.46M	$0	1	1.36%	Maintained
748	ETrade Capital Management Arlington, Virginia	$9.44M	+$94.9K	10	0.27%	Increased
749	Bridges Investment Management Omaha, Nebraska	$9.41M	-$6.47M	2	0.38%	Reduced
750	SCA Snowden Capital Advisors New York	$9.41M	+$206K	4	1.03%	Increased