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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	Colony Group Boston, Massachusetts	$1.3M	-$110K	3	0.14%	Reduced
1177	MCM Manchester Capital Management Manchester, Vermont	$1.29M	-$26K	5	0.16%	Reduced
1178	ACB Aristotle Capital Boston Boston, Massachusetts	$1.28M	+$1.1M	1	0.64%	New
1179	JGUA John G. Ullman & Associates Corning, New York	$1.28M	-$55.9K	1	0.24%	Reduced
1180	DI Diligent Investors Redlands, California	$1.28M	+$1.31M	2	1.3%	New
1181	FFA First Foundation Advisors Irvine, California	$1.27M	-$269K	1	0.11%	Reduced
1182	MIM Miller Investment Management West Conshohocken, Pennsylvania	$1.27M	$0	1	0.48%	Maintained
1183	CK Carnick & Kubik Colorado Springs, Colorado	$1.25M	+$24.4K	1	1.07%	Increased
1184	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.25M	+$60.6K	1	1.06%	Increased
1185	Squarepoint New York	$1.25M	+$1.19M	2	1.2%	New
1186	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$1.24M	-$893K	1	0.08%	Reduced
1187	ACS Archford Capital Strategies Swansea, Illinois	$1.24M	+$855K	5	0.91%	Increased
1188	CO Caldwell & Orkin Norcross, Georgia	$1.23M	+$1.19M	1	0.69%	New
1189	ICOA Investment Centers of America Bismarck, North Dakota	$1.22M	-$101K	1	0.26%	Reduced
1190	FIM Fruth Investment Management Houston, Texas	$1.22M	+$35.5K	2	0.52%	Increased
1191	Picton Mahoney Asset Management Toronto, Ontario, Canada	$1.2M	+$195K	2	0.06%	Increased
1192	CCG Cypress Capital Group Palm Beach, Florida	$1.2M	$0	1	0.28%	Maintained
1193	DTL Dynamic Technology Lab Singapore	$1.2M	-$255K	3	0.61%	Reduced
1194	O'Shaughnessy Asset Management Stamford, Connecticut	$1.19M	-$9.87M	7	0.02%	Reduced
1195	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$1.19M	-$5.12M	1	0.1%	Reduced
1196	Sigma Planning Corp Ann Arbor, Michigan	$1.19M	+$1.17M	2	0.16%	New
1197	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$1.17M	-$257K	2	0.46%	Reduced
1198	Stock Yards Bank & Trust Louisville, Kentucky	$1.17M	-$414K	2	0.17%	Reduced
1199	DCM DAFNA Capital Management Los Angeles, California	$1.17M	$0	1	0.92%	Maintained
1200	HIC Harvey Investment Company Louisville, Kentucky	$1.16M	$0	2	0.27%	Maintained