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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
1201	AFG American Financial Group Cincinnati, Ohio	$985K	$0	2	0.08%	Maintained
1202	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$984K	-$9.19M	1	0.02%	Reduced
1203	HCP Holt Capital Partners Fort Worth, Texas	$984K	-$8.04K	2	0.45%	Reduced
1204	BCM BBT Capital Management Fort Worth, Texas	$969K	+$1.08M	1	0.05%	New
1205	FCCM First City Capital Management Savannah, Georgia	$959K	+$467K	3	0.69%	Increased
1206	Bartlett & Co Cincinnati, Ohio	$957K	+$144K	4	0.05%	Increased
1207	Choate Investment Advisors Boston, Massachusetts	$954K	+$139K	2	0.06%	Increased
1208	PCM Parsons Capital Management Providence, Rhode Island	$951K	$0	1	0.13%	Maintained
1209	AAM Azzad Asset Management Falls Church, Virginia	$947K	-$715K	2	0.55%	Reduced
1210	AMIM Aull & Monroe Investment Management Mobile, Alabama	$938K	+$6.95K	2	0.5%	Increased
1211	CCT Capital City Trust Tallahassee, Florida	$937K	+$8.87K	1	0.39%	Increased
1212	ACP Aviance Capital Partners Naples, Florida	$936K	+$547K	2	0.35%	Increased
1213	MAA Mraz Amerine & Associates Modesto, California	$936K	-$32.2K	1	0.36%	Reduced
1214	Fayez Sarofim & Co Houston, Texas	$932K	-$232K	1	0%	Reduced
1215	NIMC NWQ Investment Management Company Los Angeles, California	$928K	+$709	1	0.01%	Increased
1216	FHC First Heartland Consultants Lake St. Louis, Missouri	$924K	$0	1	0.41%	Maintained
1217	SC Scholtz & Company Stamford, Connecticut	$924K	+$15.4K	1	0.91%	Increased
1218	JC JBF Capital Aspen, Colorado	$921K	+$940K	1	0.14%	New
1219	SM Scoggin Management New York	$921K	+$940K	1	0.05%	New
1220	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$920K	-$132K	1	0.26%	Reduced
1221	BAC Boys Arnold & Co Asheville, North Carolina	$919K	-$131K	1	0.18%	Reduced
1222	HM Payson & Co Portland, Maine	$918K	-$126K	3	0.05%	Reduced
1223	AWA Arete Wealth Advisors Chicago, Illinois	$914K	+$12.3K	1	0.69%	Increased
1224	FA FMA Advisory Harrisburg, Pennsylvania	$913K	+$18.9K	1	0.34%	Increased
1225	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$908K	+$215K	1	0.54%	Increased