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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
1276	CL CSS LLC Chicago, Illinois	$862K	+$515K	1	0.06%	Increased
1277	HIC Harvey Investment Company Louisville, Kentucky	$846K	$0	1	0.18%	Maintained
1278	SCM Schnieders Capital Management Pasadena, California	$843K	$0	1	0.47%	Maintained
1279	RWA River Wealth Advisors Camp Hill, Pennsylvania	$836K	-$38.3K	1	0.48%	Reduced
1280	LOAMU Lombard Odier Asset Management (USA) New York	$829K	+$798K	1	0.1%	New
1281	CTA Colonial Trust Advisors Spartanburg, South Carolina	$815K	+$73.8K	1	0.26%	Increased
1282	MP Manifold Partners San Francisco, California	$806K	+$702K	1	0.64%	New
1283	MCM Manchester Capital Management Manchester, Vermont	$803K	-$284K	3	0.11%	Reduced
1284	Wealthfront Palo Alto, California	$796K	+$109K	2	0.02%	Increased
1285	SCM Salem Capital Management Woburn, Massachusetts	$782K	+$35K	1	0.45%	Increased
1286	SAA Southeast Asset Advisors Thomasville, Georgia	$776K	+$23.2K	2	0.26%	Increased
1287	Simplex Trading Chicago, Illinois	$773K	-$518K	8	0.05%	Reduced
1288	SI SII Investments Appleton, Wisconsin	$760K	-$114K	2	0.06%	Reduced
1289	PA Probity Advisors Dallas, Texas	$754K	+$776K	1	0.34%	New
1290	DCM Dialectic Capital Management Norwalk, Connecticut	$751K	-$464K	1	0.25%	Reduced
1291	FA Fagan Associates Troy, New York	$751K	-$958K	1	0.48%	Reduced
1292	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$749K	-$97.7K	2	0.05%	Reduced
1293	Quadrant Capital Group Cincinnati, Ohio	$740K	-$156K	15	0.51%	Reduced
1294	SMC Smith, Moore & Co Clayton, Missouri	$737K	+$595K	2	0.31%	Increased
1295	RG Renaissance Group Covington, Kentucky	$735K	+$386K	2	0.03%	Increased
1296	PAIA Park Avenue Institutional Advisers New York	$732K	+$98.2K	6	0.63%	Increased
1297	AFG American Financial Group Cincinnati, Ohio	$731K	$0	2	0.06%	Maintained
1298	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$716K	+$184K	2	0.14%	Increased
1299	Prudential plc London, England, United Kingdom	$708K	-$4.32M	1	0%	Reduced
1300	TG TLP Group Evanston, Illinois	$703K	-$62.3K	1	0.48%	Reduced