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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	Twin Tree Management Dallas, Texas	$386K	+$385K	2	0.01%	Increased
1402	YMRC Yorktown Management & Research Company Forest, Virginia	$386K	-$2.2M	2	0.07%	Reduced
1403	WEC Winslow Evans & Crocker Boston, Massachusetts	$385K	-$116K	6	0.11%	Reduced
1404	SGA Strategic Global Advisors Newport Beach, California	$385K	+$385K	1	0.16%	New
1405	AL Agran Libbie Santa Monica, California	$383K	-$57.7K	1	0.1%	Reduced
1406	HIC Holderness Investments Company Greensboro, North Carolina	$381K	-$24.3K	1	0.38%	Reduced
1407	HIS Horizon Investment Services Hammond, Indiana	$380K	+$13.3K	1	0.16%	Increased
1408	SIA SeaBridge Investment Advisors Summit, New Jersey	$380K	-$1.89M	1	0.08%	Reduced
1409	CL CPWM LLC Seattle, Washington	$379K	+$25.4K	1	0.08%	Increased
1410	RSS Rosenblum Silverman Sutton San Francisco, California	$379K	-$38.8K	1	0.17%	Reduced
1411	Baker Avenue Asset Management San Francisco, California	$378K	+$201K	1	0.05%	Increased
1412	MIM Midwest Investment Management Cleveland, Ohio	$375K	$0	1	0.32%	Maintained
1413	SRAM Stone Ridge Asset Management New York	$373K	+$9.35K	1	1.26%	Increased
1414	Curi RMB Capital Chicago, Illinois	$366K	+$61.5K	1	0.02%	Increased
1415	WCM Westend Capital Management Sausalito, California	$366K	-$28.5K	1	0.5%	Reduced
1416	TCM Telos Capital Management San Diego, California	$365K	-$90K	1	0.2%	Reduced
1417	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$360K	$0	1	0.02%	Maintained
1418	IH IFC Holdings Tampa, Florida	$356K	+$346K	1	0.05%	New
1419	RWA Ropes Wealth Advisors Boston, Massachusetts	$356K	+$128K	2	0.16%	Increased
1420	EGA E&G Advisors Houston, Texas	$351K	+$381K	1	0.21%	New
1421	IAM Integre Asset Management New York	$346K	$0	1	0.08%	Maintained
1422	BFO Boston Family Office Boston, Massachusetts	$343K	-$249K	1	0.05%	Reduced
1423	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$343K	+$327K	1	0.09%	New
1424	FTC Farmers Trust Company Youngstown, Ohio	$343K	+$18.1K	1	0.12%	Increased
1425	Fuller & Thaler Asset Management San Mateo, California	$343K	-$19.2K	3	0.01%	Reduced