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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	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$792K	+$41.1K	1	0.2%	Increased
1302	Gofen & Glossberg Chicago, Illinois	$789K	$0	1	0.03%	Maintained
1303	AR Advisory Research Chicago, Illinois	$788K	-$349K	1	0.01%	Reduced
1304	CONA Capital One National Association New York	$783K	-$21.9K	1	0.07%	Reduced
1305	MSI Financial Services Springfield, Massachusetts	$783K	-$450K	11	0.09%	Reduced
1306	EGA Emerging Global Advisors New York	$771K	+$158K	1	0.29%	Increased
1307	AIS American Investment Services Great Barrington, Massachusetts	$770K	-$9.94K	2	0.42%	Reduced
1308	CCM Connective Capital Management Palo Alto, California	$765K	+$912K	1	1.25%	New
1309	Belvedere Trading Chicago, Illinois	$752K	+$748K	2	0.01%	New
1310	Artemis Investment Management Edinburgh, United Kingdom	$751K	-$1.41M	1	0.03%	Reduced
1311	ZF Zhang Financial Portage, Michigan	$749K	$0	1	0.49%	Maintained
1312	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$744K	-$42.9K	5	0.17%	Reduced
1313	Jones Financial Companies Des Peres, Missouri	$740K	+$118K	1	0.01%	Increased
1314	CBB Citizens Business Bank Ontario, California	$734K	+$712K	1	0.13%	New
1315	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$734K	-$19.1K	2	0.11%	Reduced
1316	LMAM Legg Mason Asset Management Tokyo, Japan	$734K	+$688K	1	0.55%	New
1317	Wolverine Asset Management Chicago, Illinois	$721K	+$194K	2	0.01%	Increased
1318	SCA Secor Capital Advisors New York	$719K	-$2.18M	2	0.3%	Reduced
1319	WTB Washington Trust Bank Spokane, Washington	$716K	+$3.16K	7	0.19%	Increased
1320	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$715K	+$678K	2	0.16%	New
1321	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$714K	-$24.9K	3	0.58%	Reduced
1322	GCM Glaxis Capital Management Sarasota, Florida	$708K	+$670K	1	1.52%	New
1323	WC Woodstock Corp Boston, Massachusetts	$707K	+$31.2K	2	0.13%	Increased
1324	TFA Toth Financial Advisory Leesburg, Virginia	$703K	+$469K	1	0.24%	Increased
1325	GC Gruss & Co West Palm Beach, Florida	$702K	+$672K	1	1%	New