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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
1251	SOAMC Spirit of America Management Corp Syosset, New York	$23.9M	+$133K	7	4.5%	Increased
1252	GM GeoWealth Management Chicago, Illinois	$23.9M	+$1.89M	13	0.75%	Increased
1253	VV Verity & Verity Beaufort, South Carolina	$23.9M	-$81K	3	1.64%	Reduced
1254	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$23.8M	+$1.68M	11	1.1%	Increased
1255	BIP Wealth Atlanta, Georgia	$23.8M	-$7.09M	5	0.67%	Reduced
1256	MC Middleton & Co Boston, Massachusetts	$23.7M	-$867K	3	2.51%	Reduced
1257	ACM Ashford Capital Management Wilmington, Delaware	$23.7M	-$1.17M	2	2.54%	Reduced
1258	TIS Titan Investment Solutions London,	$23.7M	+$9.98M	2	2.65%	Increased
1259	PI PFG Investments Woodbury, New York	$23.5M	+$3.23M	19	0.91%	Increased
1260	TCM Tributary Capital Management Omaha, Nebraska	$23.4M	-$7.96M	3	1.93%	Reduced
1261	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$23.4M	-$7.64M	5	2.04%	Reduced
1262	TPC Tiger Pacific Capital New York	$23.4M	+$19.5M	1	10.72%	Increased
1263	Aristotle Atlantic Partners Sarasota, Florida	$23.3M	-$494K	3	0.97%	Reduced
1264	TIP Torray Investment Partners Bethesda, Maryland	$23.3M	+$111K	2	3.14%	Increased
1265	Modera Wealth Management Westwood, New Jersey	$23.3M	-$313K	6	0.25%	Reduced
1266	Intesa Sanpaolo SpA. Turin, Italy	$23.3M	+$9.29M	4	0.8%	Increased
1267	SSA Sierra Summit Advisors Incline Village, Nevada	$23.3M	-$14.9M	3	2.6%	Reduced
1268	Savvy Advisors Inc New York	$23.1M	+$6.38M	19	0.49%	Increased
1269	ONGA O'Neil Global Advisors Los Angeles, California	$23M	+$21.9M	5	5.15%	New
1270	NP NS Partners London, United Kingdom	$23M	+$19.1M	2	0.99%	New
1271	HIS Horizon Investment Services Hammond, Indiana	$23M	-$1.15M	4	6.39%	Reduced
1272	NM Newtyn Management New York	$23M	+$1.03M	1	2.87%	Increased
1273	Discovery Capital Management South Norwalk, Connecticut	$22.9M	-$130M	7	0.95%	Reduced
1274	Ossiam Paris, France	$22.8M	+$7.61M	13	0.3%	Increased
1275	EIA Edgemoor Investment Advisors Bethesda, Maryland	$22.7M	-$77.4K	3	1.55%	Reduced