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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
1376	NCM Newland Capital Management New York	$420K	-$2.3M	1	0.28%	Reduced
1377	BW Gestao de Investimentos Sao Paulo, Brazil	$417K	+$426K	1	0.18%	New
1378	Banque Pictet & Cie Geneva 73, Switzerland	$416K	+$466K	1	0.01%	New
1379	EM EnTrustPermal Management New York	$416K	+$425K	1	0.48%	New
1380	UAS United Asset Strategies Garden City, New York	$416K	+$13.1K	1	0.19%	Increased
1381	AGA Altrinsic Global Advisors Stamford, Connecticut	$412K	$0	1	0.01%	Maintained
1382	ANB Amarillo National Bank Amarillo, Texas	$412K	$0	1	0.29%	Maintained
1383	ACS Archford Capital Strategies Swansea, Illinois	$412K	-$46.9K	5	0.33%	Reduced
1384	LPT Legacy Private Trust Neenah, Wisconsin	$408K	-$41.3K	2	0.06%	Reduced
1385	JAM JCIC Asset Management Toronto, Ontario, Canada	$405K	-$2.72M	2	0.08%	Reduced
1386	TC Taylor Cottrill New London, New Hampshire	$404K	$0	1	0.2%	Maintained
1387	KA Kovack Advisors Ft. Lauderdale, Florida	$400K	+$84.5K	1	0.59%	Increased
1388	SAM Selway Asset Management	$393K	+$440K	1	0.19%	New
1389	AB Atlas Brown Louisville, Kentucky	$388K	-$48.3K	1	0.14%	Reduced
1390	RGC Roberts, Glore & Co Deerfield, Illinois	$385K	$0	1	0.27%	Maintained
1391	FBC Fairfield, Bush & Co Darien, Connecticut	$384K	+$7.09K	1	0.11%	Increased
1392	OIM Orca Investment Management Roseburg, Oregon	$382K	-$3.81K	1	0.33%	Reduced
1393	AL Agran Libbie Santa Monica, California	$378K	-$25.4K	1	0.09%	Reduced
1394	ALA Atherton Lane Advisers Menlo Park, California	$374K	+$29.6K	1	0.02%	Increased
1395	GF Gerstein Fisher New York	$367K	+$394K	1	0.06%	New
1396	MCM Murphy Capital Management Bedminster, New Jersey	$361K	+$118K	1	0.06%	Increased
1397	TMC Trellus Management Company Delray Beach, Florida	$361K	+$404K	1	0.31%	New
1398	CCM CrestPoint Capital Management Four Seasons, Missouri	$355K	-$74.5K	1	0.21%	Reduced
1399	HCM Highlander Capital Management Short Hills, New Jersey	$353K	-$13.1K	1	0.33%	Reduced
1400	SCM Stonebridge Capital Management Los Angeles, California	$351K	-$28.6K	1	0.13%	Reduced