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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
826	Laurion Capital Management New York	$8.12M	+$1.82M	5	0.06%	Increased
827	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$8.08M	-$284K	1	2.02%	Reduced
828	AOWM Alpha Omega Wealth Management Richmond, Virginia	$8.01M	+$3.91M	2	1.3%	Increased
829	WA WealthTrust Axiom Wayne, Pennsylvania	$8M	-$76.6K	2	2.83%	Reduced
830	FTI Fiduciary Trust International Lincoln, Massachusetts	$7.97M	-$1.62K	1	1.64%	Reduced
831	NO Ninety One Cape Town, South Africa	$7.96M	-$711K	3	4.49%	Reduced
832	Rathbones Group Liverpool, United Kingdom	$7.96M	+$828K	2	0.23%	Increased
833	EWM Executive Wealth Management Brighton, Michigan	$7.92M	-$33.5K	2	1.2%	Reduced
834	SH SeaTown Holdings Singapore	$7.91M	+$6.68M	1	1.06%	New
835	WhitTier Trust Company Reno, Nevada	$7.84M	+$398K	9	0.55%	Increased
836	TCOV Trust Company of Vermont Brattleboro, Vermont	$7.83M	-$361K	8	0.63%	Reduced
837	LDB Lee, Danner & Bass Nashville, Tennessee	$7.82M	-$25.4K	1	0.84%	Reduced
838	First National Bank of Omaha Omaha, Nebraska	$7.78M	+$6.72K	1	0.5%	Increased
839	BCP Blue Chip Partners Farmington Hills, Michigan	$7.74M	+$338K	2	1.64%	Increased
840	EIM Essex Investment Management Boston, Massachusetts	$7.73M	+$544K	5	1.12%	Increased
841	BCM Brigade Capital Management New York	$7.72M	+$6.64M	1	0.42%	New
842	Coatue Management New York	$7.7M	+$7.75M	1	0.07%	New
843	PP Prospector Partners Guilford, Connecticut	$7.7M	-$235K	1	1.13%	Reduced
844	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$7.69M	+$701K	4	0.55%	Increased
845	GCP GSA Capital Partners London, United Kingdom	$7.64M	-$345K	11	1.03%	Reduced
846	AIM Arcadia Investment Management Kalamazoo, Michigan	$7.62M	+$76.6K	3	2.08%	Increased
847	SRF Silver Rock Financial Los Angeles, California	$7.57M	$0	1	2.15%	Maintained
848	OAM Origin Asset Management London, United Kingdom	$7.55M	-$936K	1	0.69%	Reduced
849	NCGI Next Century Growth Investors Plymouth, Minnesota	$7.55M	+$90.1K	2	1.21%	Increased
850	TEE Tibra Equities Europe London, United Kingdom	$7.5M	+$5.68M	2	0.93%	Increased