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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	Moore Capital Management New York	$1.32M	+$1.26M	1	0.03%	New
1027	WSA Willow Street Advisors Naples, Florida	$1.31M	+$760K	1	0.84%	New
1028	MIM Midwest Investment Management Cleveland, Ohio	$1.31M	+$1.25M	1	1.33%	New
1029	Meiji Yasuda Life Insurance Tokyo, Japan	$1.31M	+$1.25M	2	0.24%	New
1030	FIM Fruth Investment Management Houston, Texas	$1.3M	+$1.25M	2	0.73%	New
1031	WA WFG Advisors Dallas, Texas	$1.29M	+$1.27M	11	0.22%	New
1032	FNYS First New York Securities New York	$1.29M	+$1.67M	2	0.48%	New
1033	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.29M	+$1.35M	3	0.33%	New
1034	Synovus Financial Columbus, Georgia	$1.28M	+$1.17M	3	0.04%	New
1035	PSCM Prince Street Capital Management New York	$1.28M	+$1.37M	1	1.69%	New
1036	Amalgamated Bank New York	$1.28M	+$1.28M	2	0.47%	New
1037	CYG Clean Yield Group Norwich, Vermont	$1.28M	+$1.37M	1	0.73%	New
1038	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$1.27M	+$1.22M	2	0.25%	New
1039	Rathbones Group Liverpool, United Kingdom	$1.27M	+$1.22M	1	0.17%	New
1040	PAA Peregrine Asset Advisers Portland, Oregon	$1.26M	+$1.36M	2	1.31%	New
1041	KCMRT Kemper Corp Master Retirement Trust Chicago, Illinois	$1.26M	+$1.36M	1	0.55%	New
1042	AHC Adell Harriman & Carpenter Houston, Texas	$1.26M	+$1.36M	2	0.45%	New
1043	Bridgewater Associates Westport, Connecticut	$1.26M	+$1.35M	2	0.01%	New
1044	AL Airain Ltd St. Peter Port, Guernsey	$1.26M	+$1.4M	4	0.19%	New
1045	SCG Strategic Capital Group Gig Harbor, Washington	$1.25M	+$1.21M	1	0.62%	New
1046	FIM Frontier Investment Management Dallas, Texas	$1.24M	+$1.24M	2	0.25%	New
1047	DCM Dialectic Capital Management Norwalk, Connecticut	$1.23M	+$1.22M	1	0.18%	New
1048	OCM Orleans Capital Management Mandeville, Louisiana	$1.22M	+$1.6M	1	0.69%	New
1049	TC TradeLink Capital Chicago, Illinois	$1.21M	+$1.16M	1	0.37%	New
1050	AB Atlas Brown Louisville, Kentucky	$1.21M	+$1.16M	1	0.26%	New