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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	CAM Carret Asset Management New York	$1.08M	+$1.02M	2	0.22%	New
1077	OA Oxbow Advisors Austin, Texas	$1.07M	+$1.4M	1	0.19%	New
1078	MM Midas Management New York	$1.05M	+$1.01M	1	0.7%	New
1079	CAS CTC Alternative Strategies Chicago, Illinois	$1.05M	+$1M	1	0.28%	New
1080	LCM Liberty Capital Management Birmingham, Michigan	$1.05M	+$1.12M	1	0.9%	New
1081	Diversified Trust Memphis, Tennessee	$1.04M	+$1.02M	2	0.12%	New
1082	MSU Maple Securities USA Jersey City, New Jersey	$1.04M	+$1.13M	2	0.1%	New
1083	GCT Galaxy Capital Trading Road Town, British Virgin Islands	$1.04M	+$1.37M	1	0.9%	New
1084	Ancora Advisors Cleveland, Ohio	$1.04M	+$994K	1	0.18%	New
1085	SI Standard Investments New York	$1.04M	+$1.17M	1	0.14%	New
1086	WIC Willis Investment Counsel Gainesville, Georgia	$1.02M	+$1.15M	1	0.12%	New
1087	BIA Biondo Investment Advisors Milford, Pennsylvania	$1.02M	+$1.14M	1	0.44%	New
1088	CI Constellation Investments Montgomery, Ohio	$1M	+$999K	3	0.35%	New
1089	WRM Westport Resources Management Westport, Connecticut	$1M	+$969K	5	0.35%	New
1090	ACM Ativo Capital Management Chicago, Illinois	$999K	+$1.07M	1	0.52%	New
1091	Benjamin F. Edwards & Company St. Louis, Missouri	$987K	+$1.03M	4	0.4%	New
1092	FineMark National Bank & Trust Fort Myers, Florida	$985K	+$946K	6	0.3%	New
1093	BAS Brown Advisory Securities Baltimore, Maryland	$976K	+$966K	2	0.47%	New
1094	RIM Regent Investment Management Louisville, Kentucky	$971K	+$927K	2	0.75%	New
1095	CCT Capital City Trust Tallahassee, Florida	$963K	+$926K	2	0.43%	New
1096	GHA GW Henssler & Associates Kennesaw, Georgia	$955K	+$915K	1	0.13%	New
1097	UR USCA RIA Houston, Texas	$955K	+$915K	1	0.48%	New
1098	SIC SFE Investment Counsel Los Angeles, California	$948K	+$908K	1	0.49%	New
1099	E. Ohman J:or Asset Management Stockholm, Sweden	$947K	+$987K	3	0.26%	New
1100	MIG Mariner Investment Group Harrison, New York	$946K	+$1.01M	1	0.39%	New