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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
1051	Moneta Group Investment Advisors St Louis, Missouri	$1.2M	+$1.15M	1	0.85%	New
1052	WA WealthTrust Axiom Wayne, Pennsylvania	$1.2M	+$1.13M	2	0.52%	New
1053	Fayez Sarofim & Co Houston, Texas	$1.2M	+$1.28M	2	0.01%	New
1054	Laird Norton Wetherby Wealth Management San Francisco, California	$1.19M	+$1.22M	4	0.41%	New
1055	Gofen & Glossberg Chicago, Illinois	$1.18M	+$1.16M	2	0.06%	New
1056	CCM Cai Capital Management New York	$1.18M	+$1.13M	1	0.68%	New
1057	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.17M	+$1.12M	1	0.7%	New
1058	HC HHG & Company Darien, Connecticut	$1.16M	+$1.19M	2	0.47%	New
1059	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.16M	+$1.11M	1	1.05%	New
1060	Mariner Overland Park, Kansas	$1.16M	+$1.22M	2	0.24%	New
1061	Picton Mahoney Asset Management Toronto, Ontario, Canada	$1.13M	+$1.12M	1	0.08%	New
1062	EFS Essex Financial Services Essex, Connecticut	$1.12M	+$1.1M	3	0.39%	New
1063	TCM Telos Capital Management San Diego, California	$1.12M	+$1.1M	2	0.98%	New
1064	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$1.11M	+$1.16M	11	0.32%	New
1065	Freestone Capital Holdings Seattle, Washington	$1.11M	+$1.05M	2	0.23%	New
1066	Gradient Investments Arden Hills, Minnesota	$1.11M	+$1.19M	3	0.42%	New
1067	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.11M	+$1.09M	2	0.21%	New
1068	PWW Pettyjohn Wood & White Lynchburg, Virginia	$1.11M	+$1.18M	1	0.69%	New
1069	NB NBT Bank Norwich, New York	$1.1M	+$1.06M	2	0.17%	New
1070	Rafferty Asset Management New York	$1.1M	+$1.18M	2	0.15%	New
1071	ICOA Investment Centers of America Bismarck, North Dakota	$1.09M	+$1.04M	1	0.3%	New
1072	CK Carnick & Kubik Colorado Springs, Colorado	$1.09M	+$1.17M	1	1.34%	New
1073	DSC Duncker Streett & Co St. Louis, Missouri	$1.09M	+$1.05M	1	0.42%	New
1074	Choate Investment Advisors Boston, Massachusetts	$1.08M	+$1.04M	2	0.09%	New
1075	Jones Financial Companies Des Peres, Missouri	$1.08M	+$1.06M	5	0.01%	New