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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
1301	JB Capital Wethersfield, Connecticut	$21.8M	+$344K	3	0.75%	Increased
1302	GCM Genus Capital Management Vancouver, British Columbia, Canada	$21.8M	+$1.05M	10	2.14%	Increased
1303	Mission Wealth Management Santa Barbara, California	$21.7M	+$9.64M	16	0.27%	Increased
1304	WIC Water Island Capital New York	$21.7M	+$1.21M	1	2.02%	Increased
1305	LBWM Left Brain Wealth Management Naperville, Illinois	$21.7M	+$11.4M	5	6.54%	Increased
1306	KB Kimelman & Baird New York	$21.7M	$0	2	1.6%	Maintained
1307	TIM Thor Investment Management Cincinnati, Ohio	$21.6M	-$5.07M	2	12.31%	Reduced
1308	Dymon Asia Capital (Singapore) Singapore	$21.6M	+$13.7M	5	0.9%	Increased
1309	First National Trust Hermitage, Pennsylvania	$21.6M	-$759K	6	0.73%	Reduced
1310	SIC Schwartz Investment Counsel Plymouth, Michigan	$21.6M	-$18.1M	4	0.72%	Reduced
1311	FMI F/M Investments Washington, District of Columbia	$21.6M	+$1.62M	9	1.1%	Increased
1312	DP Dearborn Partners Chicago, Illinois	$21.5M	-$1.94M	5	1.22%	Reduced
1313	IHT Wealth Management Chicago, Illinois	$21.4M	+$2.4M	18	0.46%	Increased
1314	ACM Arosa Capital Management Miami Beach, Florida	$21.4M	-$13.4M	3	3.82%	Reduced
1315	ZAM Zevin Asset Management Boston, Massachusetts	$21.4M	-$1.75M	2	3.01%	Reduced
1316	FVWA Foster Victor Wealth Advisors Greenville, South Carolina	$21.4M	+$2.38M	5	1.13%	Increased
1317	DP DDD Partners Bellevue, Washington	$21.3M	+$339K	3	1.33%	Increased
1318	Ballentine Partners Waltham, Massachusetts	$21.3M	+$576K	19	0.26%	Increased
1319	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$21.3M	-$1.38M	7	2.4%	Reduced
1320	TA Tectonic Advisors Frisco, Texas	$21.3M	-$401K	2	1.02%	Reduced
1321	LCM LuminArx Capital Management New York	$21.3M	+$50.1K	1	0.07%	Increased
1322	Atomi Financial Group New York	$21.2M	+$1.89M	18	0.55%	Increased
1323	FTCM First Trust Capital Management Chicago, Illinois	$21.2M	+$16.8M	1	1.23%	Increased
1324	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$21.2M	+$418K	5	2.01%	Increased
1325	CIG Consolidated Investment Group Englewood, Colorado	$21.1M	+$1.73M	3	1.84%	Increased