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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
1076	BCP Blue Chip Partners Farmington Hills, Michigan	$32.6M	+$579K	3	2.06%	Increased
1077	VF Virtu Financial New York	$32.5M	+$2.42M	21	1.02%	Increased
1078	COA Charter Oak Advisors New York City, New York	$32.5M	-$2.11M	1	17.87%	Reduced
1079	First National Bank of Omaha Omaha, Nebraska	$32.1M	-$6.46M	8	0.91%	Reduced
1080	Sumitomo Life Insurance Tokyo, Japan	$32.1M	+$547K	8	0.52%	Increased
1081	Kingsview Wealth Management Grants Pass, Oregon	$32M	+$4.52M	19	0.39%	Increased
1082	TFS Thoroughbred Financial Services Brentwood, Tennessee	$32M	+$977K	9	1.53%	Increased
1083	SNS Financial Group Minneapolis, Minnesota	$31.9M	+$29.9M	4	0.61%	Increased
1084	TCCM Timber Creek Capital Management Boston, Massachusetts	$31.9M	-$1.36M	2	6.51%	Reduced
1085	AHT Amanah Holdings Trust London,	$31.7M	$0	1	1.86%	Maintained
1086	NS NBC Securities Birmingham, Alabama	$31.7M	-$596K	24	2.15%	Reduced
1087	Mount Yale Investment Advisors Denver, Colorado	$31.6M	+$892K	16	0.59%	Increased
1088	Park National Corp Newark, Ohio	$31.6M	-$10.2M	5	0.88%	Reduced
1089	Empirical Wealth Management Seattle, Washington	$31.5M	+$695K	14	0.46%	Increased
1090	SCP Steamboat Capital Partners Rye, New York	$31.5M	+$4.92M	5	6.74%	Increased
1091	Miracle Mile Advisors Los Angeles, California	$31.5M	+$4.12M	13	0.37%	Increased
1092	WC Westwind Capital Las Cruces, New Mexico	$31.5M	+$18.5M	5	7.45%	Increased
1093	VCM Vennlight Capital Management Weston, Connecticut	$31.4M	+$2.08M	7	21.07%	Increased
1094	IP Interval Partners New York	$31.4M	-$143M	3	0.81%	Reduced
1095	FFM Fisher Funds Management Auckland, New Zealand	$31.3M	$0	3	0.89%	Maintained
1096	PR Payden & Rygel Los Angeles, California	$31.3M	+$600K	4	2.41%	Increased
1097	Busey Bank Urbana, Illinois	$31.3M	+$232K	4	0.76%	Increased
1098	BCM BTC Capital Management Des Moines, Iowa	$31.2M	-$50.4K	8	1.89%	Reduced
1099	SGM Scalar Gauge Management Dallas, Texas	$31.1M	+$10.3M	3	17.15%	Increased
1100	RWA Wealth Partners Newton, Massachusetts	$31.1M	+$3.77M	5	0.3%	Increased