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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	PCM Perkins Capital Management Wayzata, Minnesota	$1.63M	-$83.6K	1	1.4%	Reduced
1102	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.63M	+$364K	1	1.23%	Increased
1103	Kohlberg Kravis Roberts & Co New York	$1.63M	+$1.43M	1	0.02%	New
1104	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$1.62M	+$1.55M	1	1.53%	New
1105	BWP Baldwin Wealth Partners Marion, Massachusetts	$1.62M	+$269K	1	0.23%	Increased
1106	Synovus Financial Columbus, Georgia	$1.6M	-$85.6K	5	0.04%	Reduced
1107	FineMark National Bank & Trust Fort Myers, Florida	$1.59M	-$285K	5	0.23%	Reduced
1108	ACM Argentus Capital Management Dallas, Texas	$1.59M	-$389K	1	0.27%	Reduced
1109	TCOT Trust Company of Toledo Holland, Ohio	$1.58M	+$34.4K	3	0.48%	Increased
1110	Bridgewater Associates Westport, Connecticut	$1.57M	-$2.85M	2	0.01%	Reduced
1111	SCA Strategic Capital Alternatives Gig Harbor, United States	$1.56M	-$70.6K	1	0.61%	Reduced
1112	DSI Daiwa SB Investments Tokyo, Japan	$1.56M	-$2.91M	2	0.25%	Reduced
1113	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$1.56M	-$330K	1	0.45%	Reduced
1114	Brookstone Capital Management Wheaton, Illinois	$1.55M	+$1.51M	1	0.26%	New
1115	MVM McClain Value Management New Canaan, Connecticut	$1.55M	-$544K	1	0.32%	Reduced
1116	PAM PartnerRe Asset Management Greenwich, Connecticut	$1.55M	+$220K	4	0.25%	Increased
1117	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.55M	-$110K	1	0.21%	Reduced
1118	FIM Freedom Investment Management Hartford, Connecticut	$1.54M	-$68.8K	3	0.2%	Reduced
1119	CCM Contrarian Capital Management Greenwich, Connecticut	$1.54M	-$549K	1	0.49%	Reduced
1120	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$1.54M	-$6.39K	1	0.98%	Reduced
1121	UR USCA RIA Houston, Texas	$1.53M	+$299K	2	0.42%	Increased
1122	NPC National Planning Corporation El Segundo, California	$1.52M	+$13.1K	16	0.11%	Increased
1123	ANI American National Insurance Galveston, Texas	$1.51M	-$93.5K	1	0.09%	Reduced
1124	QIM Quantitative Investment Management Charlottesville, Virginia	$1.51M	+$642K	4	0.23%	Increased
1125	MCM Mork Capital Management Healdsburg, California	$1.51M	+$1.45M	2	1.15%	New