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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	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$761K	+$4.78K	2	0.12%	Increased
1302	Gofen & Glossberg Chicago, Illinois	$760K	$0	1	0.03%	Maintained
1303	DCM Dynamic Capital Management St. Helier, Jersey	$750K	-$1.47M	2	0.27%	Reduced
1304	ZF Zhang Financial Portage, Michigan	$749K	$0	1	0.47%	Maintained
1305	AMIM Aull & Monroe Investment Management Mobile, Alabama	$739K	-$262K	1	0.41%	Reduced
1306	Choate Investment Advisors Boston, Massachusetts	$724K	-$155K	2	0.04%	Reduced
1307	BCM Birmingham Capital Management Birmingham, Alabama	$720K	-$40.7K	1	0.27%	Reduced
1308	CK Cohen Klingenstein New York	$716K	+$20.5K	1	0.13%	Increased
1309	Prospera Financial Services Dallas, Texas	$703K	+$105K	2	0.16%	Increased
1310	TCOTO Trust Company of the Ozarks Springfield, Missouri	$697K	+$2.58K	1	0.18%	Increased
1311	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$696K	+$285K	2	0.09%	Increased
1312	ANRIA American National Registered Investment Advisor Galveston, Texas	$693K	$0	1	0.33%	Maintained
1313	IA Icon Advisers Greenwood Village, Colorado	$679K	$0	1	0.04%	Maintained
1314	NCM Newland Capital Management New York	$679K	-$7.86M	1	0.76%	Reduced
1315	EWMCB EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey	$673K	+$33.9K	1	0.51%	Increased
1316	WC Woodstock Corp Boston, Massachusetts	$673K	$0	2	0.12%	Maintained
1317	TDC Thompson Davis & Co Richmond, Virginia	$657K	+$353K	10	0.79%	Increased
1318	CCMU Cheyne Capital Management (UK) London, United Kingdom	$656K	+$637K	1	0.16%	New
1319	SEC Seven Eight Capital New York	$652K	+$8.54K	2	1.09%	Increased
1320	Loews Corp New York	$650K	+$49.9K	2	0%	Increased
1321	RIM Ranger Investment Management Dallas, Texas	$649K	-$24.9K	1	0.03%	Reduced
1322	HM Payson & Co Portland, Maine	$645K	-$207K	2	0.03%	Reduced
1323	GAM Griffin Asset Management New York	$644K	-$13.6K	2	0.19%	Reduced
1324	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$642K	+$623K	1	0.27%	New
1325	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$640K	+$147K	1	0.21%	Increased