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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
1126	SAM Solaris Asset Management New York	$844K	+$839K	3	0.67%	New
1127	Clifford Swan Investment Counsel Pasadena, California	$842K	+$807K	1	0.07%	New
1128	JC Jacobs & Co San Francisco, California	$842K	+$1.11M	1	0.31%	New
1129	ZF Zhang Financial Portage, Michigan	$842K	+$806K	1	0.72%	New
1130	GIM Guardian Investment Management Tiburon, California	$840K	+$801K	1	1.21%	New
1131	DCM DAFNA Capital Management Los Angeles, California	$836K	+$1.13M	1	1.22%	New
1132	ACM Archon Capital Management Seattle, Washington	$831K	+$935K	1	0.38%	New
1133	CT Cambridge Trust Cambridge, Massachusetts	$826K	+$792K	2	0.09%	New
1134	PGA Portland Global Advisors Portland, Maine	$821K	+$1.08M	1	0.59%	New
1135	SAM Selway Asset Management	$821K	+$786K	1	0.51%	New
1136	GLI Guardian Life Insurance New York	$813K	+$826K	4	0.07%	New
1137	WC Woodstock Corp Boston, Massachusetts	$813K	+$945K	2	0.17%	New
1138	Capstone Investment Advisors New York	$809K	+$965K	2	0.01%	New
1139	NCM Noesis Capital Mangement Boca Raton, Florida	$803K	+$859K	1	0.43%	New
1140	SI SII Investments Appleton, Wisconsin	$799K	+$765K	1	0.17%	New
1141	CCM Cazenove Capital Management London, United Kingdom	$798K	+$768K	1	0.64%	New
1142	Wedbush Securities Los Angeles, California	$781K	+$803K	3	0.21%	New
1143	EVC Eidelman Virant Capital Saint Louis, Missouri	$780K	+$782K	2	0.46%	New
1144	EWM Elite Wealth Management Kirkland, Washington	$780K	+$836K	1	1.15%	New
1145	TCB Texas Capital Bancshares Dallas, Texas	$780K	+$758K	2	0.77%	New
1146	AMIM Aull & Monroe Investment Management Mobile, Alabama	$776K	+$744K	1	0.52%	New
1147	PGIM Pacific Global Investment Management Glendale, California	$772K	+$743K	1	0.14%	New
1148	BWP Baldwin Wealth Partners Marion, Massachusetts	$764K	+$823K	1	0.15%	New
1149	CBU CIBC Bank USA Chicago, Illinois	$759K	+$729K	1	0.04%	New
1150	Spot Trading Chicago, Illinois	$759K	+$867K	7	0%	New