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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
776	FCI Financial Counselors Inc Overland Park, Kansas	$4.69M	-$220K	2	0.32%	Reduced
777	SC Selz Capital New York	$4.69M	-$4.91M	1	1.29%	Reduced
778	EWM Edge Wealth Management New York	$4.68M	+$242K	4	1.77%	Increased
779	GCA GSI Capital Advisors Newport Beach, California	$4.66M	+$4.66M	1	4.94%	New
780	NIP Nicholas Investment Partners Rancho Santa Fe, California	$4.63M	+$823K	1	0.33%	Increased
781	DAM Delta Asset Management Memphis, Tennessee	$4.6M	+$4.78M	4	0.9%	Increased
782	BBCM Boardman Bay Capital Management New York	$4.6M	+$1.13M	1	4.06%	Increased
783	Amalgamated Bank New York	$4.58M	+$328K	11	0.48%	Increased
784	AA Apriem Advisors Irvine, California	$4.58M	+$58.5K	2	1.69%	Increased
785	CF CNA Financial Chicago, Illinois	$4.57M	+$249K	3	1.13%	Increased
786	AF Adirondack Funds Guilderland, New York	$4.55M	+$5.01M	2	1.75%	New
787	ARM Adirondack Research & Management Guilderland, New York	$4.55M	-$23K	2	1.75%	Reduced
788	GWM Greenwich Wealth Management Greenwich, Connecticut	$4.55M	-$4.51M	1	1.1%	Reduced
789	MCC Mid Continent Capital Chicago, Illinois	$4.54M	-$483K	2	0.29%	Reduced
790	ID Integral Derivatives New York	$4.53M	+$4.41M	3	0.12%	Increased
791	Brown Brothers Harriman & Co New York	$4.52M	-$615K	7	0.02%	Reduced
792	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$4.49M	-$195K	3	3.84%	Reduced
793	PCM Penn Capital Management Philadelphia, Pennsylvania	$4.49M	+$5.32M	1	0.24%	New
794	BlueCrest Capital Management St Helier, Jersey	$4.43M	+$3.33M	2	0.15%	Increased
795	Farmers & Merchants Investments Inc Lincoln, Nebraska	$4.41M	+$180K	3	0.6%	Increased
796	South Dakota Investment Council Sioux Falls, South Dakota	$4.41M	-$76.8K	2	0.1%	Reduced
797	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$4.4M	-$73.6K	1	1.04%	Reduced
798	AIM Atlantic Investment Management New York	$4.39M	+$4.49M	1	0.42%	New
799	IMOV Investment Management of Virginia Richmond, Virginia	$4.39M	-$1.19M	1	1.16%	Reduced
800	GIA Gargoyle Investment Advisor Englewood, New Jersey	$4.39M	+$1.18M	2	1.8%	Increased