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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
1326	APCM Arbiter Partners Capital Management New York	$471K	-$384K	1	0.05%	Reduced
1327	SCM Schnieders Capital Management Pasadena, California	$471K	-$91.3K	1	0.33%	Reduced
1328	DCM Dialectic Capital Management Norwalk, Connecticut	$463K	+$565K	1	0.15%	New
1329	WC Woodstock Corp Boston, Massachusetts	$461K	-$96K	2	0.11%	Reduced
1330	Quadrature Capital London, United Kingdom	$460K	-$812K	2	0.15%	Reduced
1331	WCM Washington Capital Management Seattle, Washington	$460K	$0	1	0.29%	Maintained
1332	Loews Corp New York	$458K	-$58.3K	2	0%	Reduced
1333	RW Rand Wealth Baltimore, Maryland	$457K	-$34.8K	1	0.07%	Reduced
1334	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$450K	-$39.7K	1	0.36%	Reduced
1335	Busey Bank Urbana, Illinois	$444K	$0	1	0.06%	Maintained
1336	Annex Advisory Services Brookfield, Wisconsin	$439K	+$312K	1	0.14%	Increased
1337	Giverny Capital Montreal, Quebec, Canada	$437K	+$1.1K	1	0.09%	Increased
1338	AI ArchPoint Investors Coral Gables, Florida	$436K	+$71.4K	1	0.3%	Increased
1339	IIC Ironwood Investment Counsel Scottsdale, Arizona	$436K	$0	1	0.24%	Maintained
1340	HW Hedeker Wealth Lincolnshire, Illinois	$434K	$0	1	0.38%	Maintained
1341	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$433K	$0	1	0.1%	Maintained
1342	FAM Formidable Asset Management Cincinnati, Ohio	$432K	+$429K	2	0.29%	Increased
1343	PHS Pekin Hardy Strauss Chicago, Illinois	$431K	+$496K	1	0.1%	New
1344	Boothbay Fund Management New York	$427K	-$65.4K	2	0.2%	Reduced
1345	GLRA Gerald L. Ray & Associates Dallas, Texas	$427K	-$1.18K	2	0.07%	Reduced
1346	Cetera Advisors Denver, Colorado	$425K	+$31.4K	1	0.04%	Increased
1347	IB Intrust Bank Wichita, Kansas	$425K	+$427K	1	0.16%	New
1348	BW Gestao de Investimentos Sao Paulo, Brazil	$424K	+$150K	1	0.3%	Increased
1349	M MOTCO San Antonio, Texas	$424K	+$16.2K	2	0.05%	Increased
1350	WPC Waters Parkerson & Co New Orleans, Louisiana	$424K	-$23.2K	1	0.05%	Reduced