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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
1176	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.1M	+$15.5K	1	0.99%	Increased
1177	DCM DAFNA Capital Management Los Angeles, California	$1.09M	$0	1	1.1%	Maintained
1178	BFO Boston Family Office Boston, Massachusetts	$1.09M	+$41.9K	2	0.14%	Increased
1179	BCA Benchmark Capital Advisors New York	$1.08M	-$88.6K	1	0.75%	Reduced
1180	CCG Cypress Capital Group Palm Beach, Florida	$1.08M	-$1.15M	1	0.26%	Reduced
1181	AR Advisory Research Chicago, Illinois	$1.07M	-$116K	1	0.01%	Reduced
1182	GP Grow Partners San Diego, California	$1.07M	-$159K	1	0.96%	Reduced
1183	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$1.07M	+$101K	2	0.08%	Increased
1184	KCMRT Kemper Corp Master Retirement Trust Chicago, Illinois	$1.07M	+$107K	1	0.42%	Increased
1185	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$1.06M	-$137K	1	0.21%	Reduced
1186	HIP Hatteras Investment Partners Raleigh, North Carolina	$1.06M	+$1.07M	1	0.35%	New
1187	I2I Insight 2811 Inc Chicago, Illinois	$1.04M	-$2.94M	1	0.45%	Reduced
1188	NB NBT Bank Norwich, New York	$1.03M	-$52.3K	2	0.17%	Reduced
1189	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$1.03M	-$535	2	0.13%	Reduced
1190	Benjamin F. Edwards & Company St. Louis, Missouri	$1.03M	+$270K	3	0.26%	Increased
1191	ST Somerset Trust Somerset, Pennsylvania	$1.03M	-$53.7K	1	0.72%	Reduced
1192	RBF Capital San Francisco, California	$1.02M	-$19.2K	3	0.23%	Reduced
1193	Cornerstone Investment Partners Atlanta, Georgia	$1.02M	-$414K	1	0.01%	Reduced
1194	Cetera Advisor Networks El Segundo, California	$1.02M	-$154K	2	0.07%	Reduced
1195	Harvard Management Company Boston, Massachusetts	$1.02M	$0	1	0.09%	Maintained
1196	FNYS First New York Securities New York	$1.01M	+$1.02M	5	0.71%	New
1197	WA Winfield Associates Cleveland, Ohio	$1M	-$748K	3	0.75%	Reduced
1198	SIM Spark Investment Management New York	$998K	-$460K	2	0.15%	Reduced
1199	BAM Barrett Asset Management New York	$989K	+$241K	2	0.08%	Increased
1200	Picton Mahoney Asset Management Toronto, Ontario, Canada	$988K	$0	1	0.05%	Maintained