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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	CBN Cadence Bank NA Houston, Texas	$1.33M	+$1.05M	1	0.66%	Increased
1152	MPAM Monarch Partners Asset Management Boston, Massachusetts	$1.32M	-$657K	1	0.13%	Reduced
1153	PVWM Point View Wealth Management Summit, New Jersey	$1.32M	+$30.8K	2	0.8%	Increased
1154	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.32M	+$79.5K	1	0.17%	Increased
1155	AIM Assured Investment Management New York	$1.31M	+$362K	2	0.03%	Increased
1156	RU RobecoSam USA New York	$1.31M	+$740K	3	1.63%	Increased
1157	Harvard Management Company Boston, Massachusetts	$1.3M	$0	1	0.25%	Maintained
1158	AIM Alambic Investment Management Belvedere, California	$1.3M	+$331K	2	0.32%	Increased
1159	KFA Kays Financial Advisory Atlanta, Georgia	$1.29M	+$189K	1	0.58%	Increased
1160	GHA GW Henssler & Associates Kennesaw, Georgia	$1.29M	+$121K	1	0.15%	Increased
1161	PP Palladium Partners Norfolk, Virginia	$1.29M	-$58.5K	1	0.12%	Reduced
1162	CCM Catawba Capital Management Roanoke, Virginia	$1.29M	-$36.7K	1	0.31%	Reduced
1163	CI Cavalier Investments Alpharetta, Georgia	$1.29M	+$633K	2	0.75%	Increased
1164	DI Diligent Investors Redlands, California	$1.28M	-$11.4K	2	1.22%	Reduced
1165	EFS Essex Financial Services Essex, Connecticut	$1.26M	-$33.9K	3	0.3%	Reduced
1166	LCP Legacy Capital Partners Milwaukee, Wisconsin	$1.25M	+$664K	1	0.78%	Increased
1167	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$1.24M	$0	1	0.77%	Maintained
1168	ZDA Zweig-DiMenna Associates New York	$1.24M	+$1.14M	2	0.13%	Increased
1169	FHC First Houston Capital Houston, Texas	$1.24M	+$375K	1	1.15%	Increased
1170	RegentAtlantic Capital Morristown, New Jersey	$1.24M	+$22.4K	2	0.12%	Increased
1171	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$1.23M	-$39.3K	1	0.46%	Reduced
1172	HH Hilltop Holdings Dallas, Texas	$1.23M	+$217K	2	0.39%	Increased
1173	TSS Two Sigma Securities New York	$1.23M	+$1.24M	3	0.67%	New
1174	SCM Sandler Capital Management New York	$1.23M	+$93.2K	2	0.16%	Increased
1175	MIM Miller Investment Management West Conshohocken, Pennsylvania	$1.23M	$0	1	0.47%	Maintained