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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	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$309K	+$322K	1	0.02%	New
1402	CCM Cutler Capital Management Worcester, Massachusetts	$308K	+$354K	1	0.14%	New
1403	KAM Kazazian Asset Management Fort Lauderdale, Florida	$308K	+$17.2K	1	0.39%	Increased
1404	Curi RMB Capital Chicago, Illinois	$307K	-$268K	1	0.02%	Reduced
1405	RIG Renaissance Investment Group Lenox, Massachusetts	$305K	$0	1	0.16%	Maintained
1406	HM Payson & Co Portland, Maine	$303K	-$21.9K	2	0.02%	Reduced
1407	Atlantic Union Bankshares Glen Allen, Virginia	$301K	-$9.42K	1	0.14%	Reduced
1408	IAM Integre Asset Management New York	$299K	$0	1	0.07%	Maintained
1409	AWA ARS Wealth Advisors St. Petersburg, Florida	$294K	-$52K	1	0.15%	Reduced
1410	Element Capital Management New York	$294K	+$324K	1	0.11%	Increased
1411	CA Cambridge Advisors Omaha, Nebraska	$289K	$0	1	0.17%	Maintained
1412	BCM Bienville Capital Management New York	$283K	$0	1	0.12%	Maintained
1413	GFG Gray Financial Group Atlanta, Georgia	$283K	$0	1	0.12%	Maintained
1414	MPM Meritage Portfolio Management Overland Park, Kansas	$283K	$0	1	0.03%	Maintained
1415	ZB Zions Bancorporation Salt Lake City, Utah	$282K	+$97.7K	8	0.05%	Increased
1416	VCAM Van Cleef Asset Management Beachwood, Ohio	$278K	$0	1	0.11%	Maintained
1417	GIM Greenwich Investment Management Norwalk, Connecticut	$277K	+$270K	1	0.29%	New
1418	AF Aldebaran Financial	$275K	$0	1	0.26%	Maintained
1419	HCM Highlander Capital Management Short Hills, New Jersey	$275K	+$37.6K	1	0.26%	Increased
1420	ACM Ashford Capital Management Wilmington, Delaware	$273K	-$46.1K	1	0.06%	Reduced
1421	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$273K	-$40.3K	2	0.08%	Reduced
1422	Hills Bank & Trust North Liberty, Iowa	$268K	+$309K	1	0.11%	New
1423	PHK Point72 Hong Kong Hong Kong	$268K	+$316K	1	0.4%	Increased
1424	PIM Progressive Investment Management Lake Oswego, Oregon	$267K	-$5.43K	1	0.31%	Reduced
1425	SFM Signet Financial Management Parsippany, New Jersey	$267K	+$266K	1	0.06%	New