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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
1151	AWM Affinity Wealth Management Wilmington, Delaware	$28.3M	+$4.39M	3	3.64%	Increased
1152	Palisade Capital Management Fort Lee, New Jersey	$28.3M	-$1.55M	3	1.23%	Reduced
1153	FLII First Long Island Investors Jericho, New York	$28.1M	+$4.4M	1	1.99%	Increased
1154	BCAM Boston Common Asset Management Boston, Massachusetts	$27.9M	-$8.37M	2	1.65%	Reduced
1155	Fifth Third Wealth Advisors Cincinnati, Ohio	$27.9M	+$1.57M	18	0.78%	Increased
1156	Arkadios Wealth Advisors Atlanta, Georgia	$27.9M	+$1.31M	22	0.42%	Increased
1157	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$27.8M	-$650K	8	2.4%	Reduced
1158	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$27.8M	+$280K	10	0.6%	Increased
1159	QI QV Investors Calgary, Alberta, Canada	$27.7M	-$1.55M	1	2.13%	Reduced
1160	Kingswood Wealth Advisors San Diego, California	$27.7M	+$1.13M	18	1.12%	Increased
1161	KCP Kera Capital Partners San Jose, California	$27.6M	+$574K	10	2.65%	Increased
1162	Arbejdsmarkedets Tillaegspension Hilleroed,	$27.6M	-$1.69K	1	0.6%	Reduced
1163	CCM Cinctive Capital Management New York	$27.6M	-$9.9M	7	1.02%	Reduced
1164	PAG Private Advisory Group Redmond, Washington	$27.6M	-$1.28M	3	1.49%	Reduced
1165	BFIM Beese Fulmer Investment Management Canton, Ohio	$27.5M	+$588K	9	1.59%	Increased
1166	DC Diametric Capital Boston, Massachusetts	$27.3M	+$13.4M	18	2.88%	Increased
1167	AFIA America First Investment Advisors Omaha, Nebraska	$27.3M	+$673K	2	5.06%	Increased
1168	LG Leuthold Group Minneapolis, Minnesota	$27.2M	-$9.77M	2	2.73%	Reduced
1169	SAM Securian Asset Management St Paul, Minnesota	$27.2M	-$2.03M	16	0.98%	Reduced
1170	LB Legacy Bridge West Des Moines, Iowa	$27.1M	-$3.06M	8	8.38%	Reduced
1171	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$27.1M	-$2.2M	6	3.12%	Reduced
1172	LBC Lowe Brockenbrough & Co Richmond, Virginia	$27.1M	-$183K	4	1.21%	Reduced
1173	TIC TriCert Investment Counsel Waterloo,	$27.1M	+$25.6M	1	2.52%	New
1174	AI AdvisorShares Investments Bethesda, Maryland	$27M	-$2.48M	8	3.27%	Reduced
1175	KCFA Key Client Fiduciary Advisors Fairfield, New Jersey	$27M	-$36.1K	4	7.79%	Reduced