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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	MC Middleton & Co Boston, Massachusetts	$563K	$0	1	0.13%	Maintained
1352	Busey Bank Urbana, Illinois	$562K	$0	1	0.07%	Maintained
1353	BCM Bayesian Capital Management Brooklyn, New York	$560K	+$560K	2	0.37%	New
1354	IIC Ironwood Investment Counsel Scottsdale, Arizona	$559K	$0	1	0.26%	Maintained
1355	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$556K	-$211K	1	0.1%	Reduced
1356	SAM Solaris Asset Management New York	$556K	+$571K	5	0.35%	New
1357	CTI Community Trust & Investment Versailles, Kentucky	$554K	$0	1	0.07%	Maintained
1358	NewEdge Advisors New Orleans, Louisiana	$553K	-$5.49K	1	0.17%	Reduced
1359	EIM Essex Investment Management Boston, Massachusetts	$546K	-$8.97K	1	0.09%	Reduced
1360	BCP Blue Chip Partners Farmington Hills, Michigan	$545K	-$3.98M	2	0.24%	Reduced
1361	Eagle Capital Management (New York) New York	$545K	-$320K	1	0%	Reduced
1362	AAM American Asset Management Boca Raton, Florida	$540K	+$532K	1	0.31%	New
1363	CFG CKW Financial Group Honolulu, Hawaii	$540K	+$488K	2	0.19%	Increased
1364	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$540K	$0	1	0.17%	Maintained
1365	PointState Capital New York	$538K	-$3.43M	1	0.01%	Reduced
1366	TBA Train Babcock Advisors New York	$538K	-$3.74M	1	0.22%	Reduced
1367	WCM Washington Capital Management Seattle, Washington	$538K	-$86K	1	0.74%	Reduced
1368	CI Capital Innovations Pewaukee, Wisconsin	$534K	-$7.33K	1	1.34%	Reduced
1369	NAM North American Management Boston, Massachusetts	$534K	+$42.3K	1	0.09%	Increased
1370	WCM Windsor Capital Management Phoenix, Arizona	$533K	+$559K	1	0.29%	New
1371	RIM Regent Investment Management Louisville, Kentucky	$531K	-$12.9K	1	0.28%	Reduced
1372	QAM Quantres Asset Management Cayman, Cayman Islands	$528K	+$547K	2	0.33%	New
1373	WA Winfield Associates Cleveland, Ohio	$524K	$0	5	0.33%	Maintained
1374	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$520K	+$6.65K	4	0.07%	Increased
1375	GCIA Gabelli & Co Investment Advisers Rye, New York	$519K	$0	1	0.06%	Maintained