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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	PCM Penn Capital Management Philadelphia, Pennsylvania	$617K	-$4.34M	1	0.04%	Reduced
1327	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$615K	-$350K	1	0.33%	Reduced
1328	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$615K	$0	2	0.13%	Maintained
1329	MCM Matarin Capital Management New York	$615K	+$295K	2	0.08%	Increased
1330	ECM Engine Capital Management New York	$613K	+$714K	1	0.73%	New
1331	RCA Rowland Carmichael Advisors Scottsdale, Arizona	$610K	+$554K	2	0.38%	New
1332	PCM Piermont Capital Management St. Louis, Missouri	$608K	+$104K	1	0.16%	Increased
1333	CI Capital Innovations Pewaukee, Wisconsin	$607K	-$297K	1	1.77%	Reduced
1334	RA Rational Advisors Huntington, New York	$605K	$0	1	0.42%	Maintained
1335	Bartlett & Co Cincinnati, Ohio	$600K	+$11.3K	4	0.03%	Increased
1336	TCM Tradition Capital Management Summit, New Jersey	$597K	-$347K	1	0.2%	Reduced
1337	Banque Pictet & Cie Geneva 73, Switzerland	$589K	-$4.26K	2	0.02%	Reduced
1338	EMG Ellington Management Group Old Greenwich, Connecticut	$583K	-$1.35M	3	0.81%	Reduced
1339	Prospera Financial Services Dallas, Texas	$583K	+$31.6K	2	0.12%	Increased
1340	PIC Portland Investment Counsel Burlington, Ontario, Canada	$581K	+$24.6K	1	0.83%	Increased
1341	FBC Fairfield, Bush & Co Darien, Connecticut	$578K	$0	1	0.2%	Maintained
1342	SRP Saddle Road Partners Omaha, Nebraska	$578K	$0	1	0.35%	Maintained
1343	TFA Transamerica Financial Advisors St. Petersburg, Florida	$576K	-$359K	1	0.06%	Reduced
1344	IAM ICM Asset Management Spokane, Washington	$571K	-$338K	1	0.83%	Reduced
1345	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$567K	-$6.83K	5	0.32%	Reduced
1346	SB Simmons Bank Pine Bluff, Arkansas	$567K	-$24.6K	1	0.06%	Reduced
1347	BTNA Bremer Trust National Association St. Cloud, Minnesota	$564K	-$14.9K	1	0.16%	Reduced
1348	Cetera Advisors Denver, Colorado	$563K	+$27.1K	2	0.04%	Increased
1349	FC Forte Capital Rochester, New York	$562K	-$87.3K	1	0.22%	Reduced
1350	ZCM Zebra Capital Management Stamford, Connecticut	$557K	+$59.3K	1	0.19%	Increased