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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
1026	NAM Nexpoint Asset Management Dallas, Texas	$36.1M	+$16.7M	1	2.41%	Increased
1027	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$36.1M	+$3.05M	13	1.29%	Increased
1028	LCM LVM Capital Management Portage, Michigan	$36.1M	-$1.26M	3	3.02%	Reduced
1029	PCM Parsifal Capital Management Greenwich, Connecticut	$36M	-$26.5M	1	4.36%	Reduced
1030	Wealthspire Advisors (New York) New York	$35.8M	+$23.8M	20	0.2%	Increased
1031	DBG De Burlo Group Boston, Massachusetts	$35.6M	+$3.48M	4	6.52%	Increased
1032	CF Clarity Financial Houston, Texas	$35.6M	+$34M	4	3.02%	Increased
1033	KCM Kingdon Capital Management New York	$35.3M	-$16.2M	2	3.62%	Reduced
1034	NZS Capital Denver, Colorado	$35.3M	-$1.73M	1	0.92%	Reduced
1035	GWM Graybill Wealth Management Elmhurst, Illinois	$35.3M	-$743K	3	9.49%	Reduced
1036	ROC Running Oak Capital Edina, Minnesota	$35.1M	-$21.9M	3	5.98%	Reduced
1037	SAM Southernsun Asset Management Memphis, Tennessee	$34.9M	-$11.8M	2	4.7%	Reduced
1038	Quadrant Capital Group Cincinnati, Ohio	$34.7M	-$10.6M	16	0.95%	Reduced
1039	CC Cornerstone Capital Palo Alto, California	$34.6M	-$6.27M	3	3.09%	Reduced
1040	Choreo LLC Rockford, Illinois	$34.6M	+$556K	24	0.38%	Increased
1041	Diversified Trust Memphis, Tennessee	$34.3M	-$5.41M	19	0.55%	Reduced
1042	SC Shay Capital New York	$34.3M	-$11.5M	12	2.21%	Reduced
1043	NW Naviter Wealth Little Rock, Arkansas	$34.3M	+$5.4M	10	3.11%	Increased
1044	Harbour Investments Madison, Wisconsin	$34.3M	+$2.81M	39	0.46%	Increased
1045	Harvest Portfolios Group Oakville, Ontario, Canada	$34.3M	-$655K	11	0.48%	Reduced
1046	IWA IBEX Wealth Advisors Bedminster, New Jersey	$34.1M	+$195K	3	2.67%	Increased
1047	CIM Corbyn Investment Management Lutherville, Maryland	$34.1M	-$2.63M	3	9.85%	Reduced
1048	DCM Davidson Capital Management Corpus Christi, Texas	$34.1M	-$327K	5	5.46%	Reduced
1049	MassMutual Private Wealth & Trust Windsor, Connecticut	$34M	-$806K	30	0.88%	Reduced
1050	PPW Parcion Private Wealth Bellevue, Washington	$34M	+$427K	11	1.89%	Increased