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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
851	KIC Keating Investment Counselors Delray Beach, Florida	$3.45M	+$39.2K	1	1.86%	Increased
852	Walleye Trading New York	$3.45M	-$36.7K	10	0.03%	Reduced
853	HR Howe & Rusling Rochester, New York	$3.44M	-$153K	4	0.85%	Reduced
854	PC Permit Capital West Conshohocken, Pennsylvania	$3.43M	-$387K	1	2.3%	Reduced
855	HSA Hussman Strategic Advisors Ellicott City, Maryland	$3.38M	+$136K	2	0.43%	Increased
856	GCM Garland Capital Management Bellevue, Washington	$3.38M	+$629K	1	2.63%	Increased
857	MC Menta Capital San Francisco, California	$3.37M	+$1.36M	4	0.53%	Increased
858	SVP Springbank Value Partners Hampton Bays, New York	$3.37M	$0	1	6.46%	Maintained
859	FP Foundry Partners Minneapolis, Minnesota	$3.36M	-$3.09M	3	0.29%	Reduced
860	BCM Bourgeon Capital Management Darien, Connecticut	$3.36M	+$236K	1	2.35%	Increased
861	Spot Trading Chicago, Illinois	$3.36M	+$1.14M	8	0.03%	Increased
862	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$3.35M	-$583K	2	1.46%	Reduced
863	GEM Global Endowment Management Charlotte, North Carolina	$3.3M	-$906K	1	0.49%	Reduced
864	TCOV Trust Company of Vermont Brattleboro, Vermont	$3.3M	-$142K	4	0.51%	Reduced
865	CT Coastline Trust Providence, Rhode Island	$3.26M	-$307K	2	0.74%	Reduced
866	Ameritas Investment Partners Lincoln, Nebraska	$3.25M	+$1.03M	5	0.23%	Increased
867	PCA Private Capital Advisors Darien, Connecticut	$3.23M	-$1K	1	1.35%	Reduced
868	NCIM New Century Investment Management Southfield, Michigan	$3.23M	+$3.18M	3	1.62%	New
869	FG Fiduciary Group Savannah, Georgia	$3.18M	-$203K	2	1.06%	Reduced
870	FFA First Foundation Advisors Irvine, California	$3.18M	+$291K	2	0.26%	Increased
871	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$3.17M	-$1.06M	1	0.7%	Reduced
872	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$3.16M	-$133K	1	0.26%	Reduced
873	ACB Aristotle Capital Boston Boston, Massachusetts	$3.15M	+$47.9K	1	0.77%	Increased
874	SAS Spectrum Advisory Services Atlanta, Georgia	$3.14M	-$23.6K	1	1.3%	Reduced
875	AT Arden Trust Wilmington, Delaware	$3.12M	+$1.06M	2	0.26%	Increased