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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
1001	TBAM True Bearing Asset Management San Francisco, California	$1.4M	+$1.64M	2	0.71%	New
1002	SGAM Steinberg Global Asset Management Boca Raton, Florida	$1.4M	+$1.4M	2	0.37%	New
1003	BC Barnett & Company Chattanooga, Tennessee	$1.39M	+$1.35M	2	0.76%	New
1004	MIU Man Investments (UK) London, United Kingdom	$1.39M	+$1.33M	2	0.31%	New
1005	FBP Flippin Bruce & Porter Lynchburg, Virginia	$1.39M	+$1.29M	1	0.5%	New
1006	MFS Monetta Financial Services Wheaton, Illinois	$1.38M	+$1.32M	1	1.23%	New
1007	BCA Benchmark Capital Advisors New York	$1.38M	+$1.39M	2	1.06%	New
1008	Shelton Capital Management Denver, Colorado	$1.38M	+$1.51M	2	0.25%	New
1009	Algert Global San Francisco, California	$1.36M	+$1.36M	2	0.42%	New
1010	HOAM Halcyon Offshore Asset Management New York	$1.36M	+$1.7M	2	0.28%	New
1011	Hershey Trust Company Hershey, Pennsylvania	$1.36M	+$1.3M	1	0.02%	New
1012	Sterling Capital Management Charlotte, North Carolina	$1.35M	+$1.6M	3	0.02%	New
1013	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.35M	+$1.29M	1	0.09%	New
1014	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.35M	+$1.3M	2	1.96%	New
1015	NM Nokota Management New York	$1.35M	+$1.45M	1	0.07%	New
1016	GP GLG Partners London, United Kingdom	$1.34M	+$1.29M	1	0.05%	New
1017	NPC National Planning Corporation El Segundo, California	$1.34M	+$1.28M	2	0.17%	New
1018	CCM Compton Capital Management Providence, Rhode Island	$1.34M	+$1.28M	1	0.83%	New
1019	M&T Bank Buffalo, New York	$1.34M	+$1.29M	7	0.06%	New
1020	First Eagle Investment Management New York	$1.33M	+$1.75M	1	0%	New
1021	1GA 1st Global Advisors Dallas, Texas	$1.33M	+$1.37M	4	0.29%	New
1022	LSC Lyon Street Capital Sausalito, California	$1.32M	+$1.31M	1	0.66%	New
1023	TIAA CREF Trust St Louis, Missouri	$1.32M	+$1.27M	1	0.03%	New
1024	First Allied Advisory Services San Diego, California	$1.32M	+$1.29M	5	0.11%	New
1025	GF Gerry Farber New York	$1.32M	+$1.26M	1	1.32%	New