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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
1101	SGAM Steinberg Global Asset Management Boca Raton, Florida	$1.52M	+$137K	2	0.35%	Increased
1102	HMS Hanseatic Management Services Albuquerque, New Mexico	$1.51M	+$1.47M	3	0.81%	Increased
1103	ANI American National Insurance Galveston, Texas	$1.51M	$0	1	0.09%	Maintained
1104	PCM Princeton Capital Management Red Bank, New Jersey	$1.51M	+$49.6K	1	1.37%	Increased
1105	NPC National Planning Corporation El Segundo, California	$1.51M	-$582K	2	0.11%	Reduced
1106	SAA Southeast Asset Advisors Thomasville, Georgia	$1.5M	+$196K	2	0.57%	Increased
1107	Synovus Financial Columbus, Georgia	$1.49M	+$340K	4	0.04%	Increased
1108	FIMG Financial & Investment Management Group Traverse City, Michigan	$1.49M	-$1.17M	1	0.44%	Reduced
1109	CI Constellation Investments Montgomery, Ohio	$1.48M	+$31.3K	4	0.33%	Increased
1110	JT Jump Trading Chicago, Illinois	$1.48M	+$1.44M	1	0.05%	Increased
1111	Rathbones Group Liverpool, United Kingdom	$1.48M	+$120K	1	0.1%	Increased
1112	SCA Strategic Capital Alternatives Gig Harbor, United States	$1.47M	+$1.58M	1	0.52%	New
1113	TCM Telos Capital Management San Diego, California	$1.46M	+$104K	2	0.91%	Increased
1114	AF Ally Financial Detroit, Michigan	$1.46M	-$3.69M	1	0.2%	Reduced
1115	AIA Arrow Investment Advisors Laurel, Maryland	$1.45M	+$307K	1	0.26%	Increased
1116	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$1.43M	-$23K	2	0.58%	Reduced
1117	MIM Miller Investment Management West Conshohocken, Pennsylvania	$1.42M	$0	1	0.68%	Maintained
1118	FHC First Houston Capital Houston, Texas	$1.42M	-$805K	1	1.33%	Reduced
1119	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$1.41M	+$137K	1	0.65%	Increased
1120	Colony Group Boston, Massachusetts	$1.4M	+$531K	3	0.16%	Increased
1121	BAM Banta Asset Management Newport Beach, California	$1.39M	+$1.41M	1	3.05%	New
1122	SA Strategic Advisors New York	$1.38M	-$94.2K	1	0.91%	Reduced
1123	OCM Orleans Capital Management Mandeville, Louisiana	$1.38M	-$150K	1	0.68%	Reduced
1124	WA WealthTrust Axiom Wayne, Pennsylvania	$1.38M	+$10.8K	1	0.49%	Increased
1125	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.38M	-$522K	3	0.18%	Reduced