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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
1226	Wealthfront Palo Alto, California	$1.05M	+$241K	3	0.02%	Increased
1227	Tower Research Capital (TRC) New York	$1.04M	-$3.89M	19	0.1%	Reduced
1228	Catalyst Capital Advisors Huntington, New York	$1.04M	-$48.9K	2	0.11%	Reduced
1229	FFA First Foundation Advisors Irvine, California	$1.04M	-$30.5K	2	0.07%	Reduced
1230	MAA Mraz Amerine & Associates Modesto, California	$1.03M	$0	1	0.35%	Maintained
1231	RT Rockland Trust Hanover, Massachusetts	$1.03M	$0	1	0.18%	Maintained
1232	Salem Investment Counselors Winston Salem, North Carolina	$1.02M	$0	2	0.13%	Maintained
1233	FBT First Bankers Trust Louisville, Kentucky	$1.02M	-$28.6K	1	0.57%	Reduced
1234	TCM Tributary Capital Management Omaha, Nebraska	$1.02M	-$35.8K	1	0.13%	Reduced
1235	SRCM Swift Run Capital Management Charlottesville, Virginia	$1.01M	-$298K	1	0.59%	Reduced
1236	ACI Advance Capital I Southfield, Michigan	$994K	-$609K	1	2.01%	Reduced
1237	TSS Two Sigma Securities New York	$992K	-$284K	3	0.34%	Reduced
1238	Stock Yards Bank & Trust Louisville, Kentucky	$984K	-$177K	2	0.13%	Reduced
1239	Nantahala Capital Management New Canaan, Connecticut	$978K	+$799K	1	0.12%	New
1240	IAM ICM Asset Management Spokane, Washington	$977K	+$182K	1	1.3%	Increased
1241	Stonehage Fleming Financial Services St. Helier, Jersey	$963K	-$3.02M	2	0.06%	Reduced
1242	FI FormulaFolio Investments Grand Rapids, Michigan	$955K	+$929K	1	0.14%	New
1243	PPCM Pillar Pacific Capital Management Pacifica, California	$954K	-$524K	2	0.15%	Reduced
1244	CTA Colonial Trust Advisors Spartanburg, South Carolina	$952K	+$54.8K	1	0.3%	Increased
1245	HC Henshaw Capital Woburn, Massachusetts	$950K	+$4.15K	3	0.12%	Increased
1246	PFS Physicians Financial Services Raleigh, North Carolina	$949K	$0	2	0.79%	Maintained
1247	CCA Checchi Capital Advisers Beverly Hills, California	$946K	-$627K	4	0.11%	Reduced
1248	SA Strategic Advisors New York	$943K	-$33.2K	1	0.53%	Reduced
1249	NPC National Planning Corporation El Segundo, California	$942K	-$405K	2	0.07%	Reduced
1250	CIP Capital Insight Partners Scottsdale, Arizona	$936K	+$982K	1	0.9%	New