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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
926	IA Icon Advisers Greenwood Village, Colorado	$5.81M	-$373K	2	0.86%	Reduced
927	Citizens Business Bank Ontario, California	$5.81M	+$127K	3	0.96%	Increased
928	CPWM LLC Seattle, Washington	$5.8M	-$132K	3	0.76%	Reduced
929	AMG National Trust Bank Greenwood Village, Colorado	$5.78M	-$109K	2	0.34%	Reduced
930	Rice Partnership Honolulu, Hawaii	$5.76M	+$441K	2	3.61%	Increased
931	GA GRS Advisors Chicago, Illinois	$5.75M	-$2.81M	1	3.23%	Reduced
932	Novare Capital Management Charlotte, North Carolina	$5.71M	-$14K	1	0.85%	Reduced
933	AAM Arabesque Asset Management London, United Kingdom	$5.69M	+$3.4M	2	2.62%	Increased
934	Coastline Trust Providence, Rhode Island	$5.67M	-$139K	3	0.83%	Reduced
935	RHFI Reilly Herbert Faulkner III	$5.66M	+$79.4K	1	2.38%	Increased
936	UBS O'Connor Chicago, Illinois	$5.65M	-$3.98M	2	0.16%	Reduced
937	Stanley-Laman Group Berwyn, Pennsylvania	$5.64M	+$43.7K	1	1.39%	Increased
938	Parallax Volatility Advisers San Francisco, California	$5.63M	+$4.43M	3	0.01%	Increased
939	Mather Group Chicago, Illinois	$5.6M	+$538K	1	0.41%	Increased
940	Banco Santander Madrid, Spain	$5.58M	+$4.2M	3	0.05%	Increased
941	Capital Analysts LLC Fort Washington, Pennsylvania	$5.55M	-$289K	5	0.59%	Reduced
942	Advisory Services Network Atlanta, Georgia	$5.53M	$0	20	0.34%	Maintained
943	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$5.53M	+$152K	2	1.43%	Increased
944	CCM Cutler Capital Management Worcester, Massachusetts	$5.53M	+$282K	1	1.91%	Increased
945	KLCM Advisors Milwaukee, Wisconsin	$5.52M	+$1.36M	2	1.41%	Increased
946	VEA Virtus ETF Advisers New York	$5.51M	+$396K	3	1.11%	Increased
947	Parkside Investments Deerfield, Illinois	$5.5M	-$350K	1	1.47%	Reduced
948	SAM Security Asset Management New York	$5.49M	+$30.6K	2	3.61%	Increased
949	BAM Blueshift Asset Management Red Bank, New Jersey	$5.48M	+$80.8K	4	0.83%	Increased
950	GCM Garland Capital Management Bellevue, Washington	$5.44M	-$81.2K	1	3.89%	Reduced