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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
1351	BCM Brasada Capital Management Houston, Texas	$20.4M	+$7.38M	5	3.65%	Increased
1352	SPIO Seven Post Investment Office San Francisco, California	$20.3M	+$163K	1	5.78%	Increased
1353	CCAM Crystal Cove Asset Management Newport Beach, California	$20.3M	-$5.5M	1	22.18%	Reduced
1354	Bridgeway Capital Management Houston, Texas	$20.3M	+$2.77M	9	0.36%	Increased
1355	PIP Palisades Investment Partners Santa Monica, California	$20.3M	+$1.9M	2	5.77%	Increased
1356	PF Prosperitas Financial Valencia, California	$20.3M	-$743K	2	6.49%	Reduced
1357	EP Edgestream Partners Princeton, New Jersey	$20.2M	-$17.8M	7	0.6%	Reduced
1358	TD Private Client Wealth New York	$20.2M	-$2.27M	23	0.37%	Reduced
1359	CFSG Community Financial Services Group Newport, Vermont	$20.2M	+$129K	5	2.94%	Increased
1360	Altshuler Shaham Tel Aviv, Israel	$20.2M	+$6.35M	11	0.24%	Increased
1361	CCC Cincinnati Casualty Company Fairfield, Ohio	$20.2M	$0	1	10.71%	Maintained
1362	ACA AYAL Capital Advisors Toronto, Ontario, Canada	$20.2M	+$329K	3	5.45%	Increased
1363	NW N10 Wealth Greenwich, Connecticut	$20.2M	+$19.1M	1	7.15%	New
1364	AIA Allied Investment Advisors Billings, Montana	$20.1M	-$998K	3	2.53%	Reduced
1365	RAM Riggs Asset Management Dallas, Pennsylvania	$20.1M	+$3.13M	3	3.59%	Increased
1366	CCM Crestwood Capital Management New York	$20.1M	+$4.81M	2	13.13%	Increased
1367	WFA Wedbush Fund Advisers Pasadena, California	$20M	+$2.89M	7	1.78%	Increased
1368	NA N10 Assets Greenwich, Connecticut	$19.9M	+$18.8M	1	8.6%	New
1369	MAA Mraz Amerine & Associates Modesto, California	$19.9M	+$599K	1	2.85%	Increased
1370	Douglass Winthrop Advisors New York	$19.8M	+$165K	4	0.34%	Increased
1371	PNAA Pictet North America Advisors Geneva 73, Switzerland	$19.8M	+$919K	1	1.75%	Increased
1372	Plancorp LLC Saint Louis, Missouri	$19.8M	+$11M	3	0.48%	Increased
1373	NPF Norris Perne & French Grand Rapids, Michigan	$19.8M	+$8.31M	3	0.84%	Increased
1374	CTA Colonial Trust Advisors Spartanburg, South Carolina	$19.8M	+$4.18K	11	1.38%	Increased
1375	CCP Clifford Capital Partners Alpine, Utah	$19.8M	-$1.52M	2	2.72%	Reduced