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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
1401	RGC Roberts, Glore & Co Deerfield, Illinois	$315K	+$7.52K	1	0.22%	Increased
1402	AB Atlas Brown Louisville, Kentucky	$314K	-$204K	1	0.17%	Reduced
1403	IFS Ifrah Financial Services Little Rock, Arkansas	$311K	+$121K	1	0.12%	Increased
1404	GAM Gould Asset Management Claremont, California	$308K	+$45.3K	1	0.16%	Increased
1405	SC Sumit Capital New York	$308K	-$266K	1	1.17%	Reduced
1406	MC Menta Capital San Francisco, California	$306K	+$320K	1	0.09%	New
1407	Vontobel Asset Management New York	$305K	$0	1	0%	Maintained
1408	TC Telemus Capital Southfield, Michigan	$304K	+$21.8K	1	0.08%	Increased
1409	BRWM B. Riley Wealth Management Memphis, Tennessee	$303K	+$291K	4	0.22%	New
1410	Seizert Capital Partners Birmingham, Michigan	$303K	+$47.5K	1	0.01%	Increased
1411	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$301K	-$96.4K	3	0.06%	Reduced
1412	GAM Griffin Asset Management New York	$300K	$0	1	0.1%	Maintained
1413	LC Lakeshore Capital Birmingham, Alabama	$300K	-$11.1K	1	0.3%	Reduced
1414	TCM Tufton Capital Management Hunt Valley, Maryland	$300K	$0	1	0.06%	Maintained
1415	IndexIQ Advisors New York	$299K	+$53.2K	1	0.03%	Increased
1416	BEAM Baker Ellis Asset Management Vancouver, Washington	$298K	-$206K	1	0.1%	Reduced
1417	SCM Stonebridge Capital Management Los Angeles, California	$296K	+$69.2K	1	0.12%	Increased
1418	MRCM M&R Capital Management Summit, New Jersey	$289K	+$284K	1	0.07%	New
1419	North Star Asset Management Neenah, Wisconsin	$289K	-$55.8K	1	0.03%	Reduced
1420	ATC Argent Trust Company Ruston, Louisiana	$288K	+$34.1K	1	0.11%	Increased
1421	OCG Opus Capital Group Cincinnati, Ohio	$288K	$0	1	0.02%	Maintained
1422	MHS M Holdings Securities Portland, Oregon	$287K	-$444	1	0.3%	Reduced
1423	TCTC Holdings Dallas, Texas	$286K	-$55.3K	1	0.02%	Reduced
1424	ACM Alpha Capital Management Austin, Texas	$285K	-$3.94K	1	0.22%	Reduced
1425	CCT Chemung Canal Trust Elmira, New York	$285K	-$64.3K	1	0.06%	Reduced