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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	Engineers Gate Manager New York	$1.51M	+$1.52M	3	0.43%	New
1127	BOH Bank of Hawaii Honolulu, Hawaii	$1.5M	-$488K	2	0.14%	Reduced
1128	LW Linscomb Wealth Houston, Texas	$1.5M	$0	1	0.17%	Maintained
1129	Analytic Investors Los Angeles, California	$1.49M	+$1.44M	2	0.02%	New
1130	AGAM Avalon Global Asset Management San Francisco, California	$1.49M	+$59.7K	1	1.29%	Increased
1131	FIG Fortress Investment Group New York	$1.49M	+$287K	1	0.02%	Increased
1132	NRS Neville Rodie & Shaw New York	$1.49M	-$121K	2	0.15%	Reduced
1133	PCM Princeton Capital Management Red Bank, New Jersey	$1.49M	-$129K	1	1.47%	Reduced
1134	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$1.49M	$0	1	0.66%	Maintained
1135	WA WealthTrust Axiom Wayne, Pennsylvania	$1.48M	-$8.92K	1	0.53%	Reduced
1136	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$1.48M	+$1.46M	4	0.5%	New
1137	RIG Roosevelt Investment Group New York	$1.47M	-$11.8M	1	0.08%	Reduced
1138	CI Chartist Inc Seal Beach, California	$1.47M	+$1.4M	1	0.69%	New
1139	AGM Alpine Global Management New York	$1.46M	+$1.44M	3	0.26%	New
1140	PCTC Perkins Coie Trust Company Seattle, Washington	$1.46M	+$26.8K	2	1.17%	Increased
1141	SAM Selway Asset Management	$1.46M	+$1.01M	1	0.79%	Increased
1142	SA Strategic Advisors New York	$1.46M	-$26.2K	1	0.95%	Reduced
1143	BFA Benedict Financial Advisors Atlanta, Georgia	$1.45M	+$1.54M	1	0.95%	New
1144	TCM Telos Capital Management San Diego, California	$1.45M	+$99.9K	2	0.88%	Increased
1145	JWM Jackson Wealth Management Lake Mary, Florida	$1.43M	+$1.53M	1	0.47%	New
1146	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.41M	-$52.7K	1	1.08%	Reduced
1147	PAA Peregrine Asset Advisers Portland, Oregon	$1.41M	+$1.37M	1	0.99%	New
1148	CCM Compton Capital Management Providence, Rhode Island	$1.41M	+$119K	1	0.77%	Increased
1149	WPP Whalerock Point Partners Providence, Rhode Island	$1.41M	+$51.1K	2	0.59%	Increased
1150	PG Patten Group Chattanooga, Tennessee	$1.4M	+$1.4M	2	0.68%	New