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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
1426	PI Pennant Investors Summit, New Jersey	$18.1M	-$17.4M	1	5.4%	Reduced
1427	CWM CMH Wealth Management Portsmouth, New Hampshire	$18M	+$9.71K	2	2.74%	Increased
1428	RC Rithm Capital New York	$18M	+$338K	8	22.07%	Increased
1429	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$17.9M	-$1.36M	7	1.77%	Reduced
1430	KA Kovack Advisors Ft. Lauderdale, Florida	$17.9M	+$1.18M	14	0.86%	Increased
1431	MP McDonald Partners Cleveland, Ohio	$17.9M	+$84.5K	4	4.35%	Increased
1432	Capital International Sarl Los Angeles, California	$17.9M	+$390K	3	0.25%	Increased
1433	JHA Jackson Hill Advisors Houston, Texas	$17.9M	-$5.95M	1	9.06%	Reduced
1434	Sagespring Wealth Partners Franklin, Tennessee	$17.8M	+$1.3M	13	0.27%	Increased
1435	SI Shaker Investments Cleveland, Ohio	$17.8M	+$1.76M	5	6.4%	Increased
1436	One Capital Management Westlake Village, California	$17.8M	$0	7	0.49%	Maintained
1437	PFM Patton Fund Management Dallas, Texas	$17.7M	-$6.04M	5	3.83%	Reduced
1438	Focus Financial Network Minneapolis, Minnesota	$17.7M	-$4.25M	7	0.55%	Reduced
1439	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$17.7M	+$150K	2	3.34%	Increased
1440	Thompson Siegel & Walmsley Richmond, Virginia	$17.7M	+$3.84M	6	0.32%	Increased
1441	FFA First Foundation Advisors Irvine, California	$17.6M	-$1.88M	5	0.63%	Reduced
1442	GC Globeflex Capital San Diego, California	$17.6M	-$4.74M	6	2.25%	Reduced
1443	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$17.6M	+$2.03M	4	3.93%	Increased
1444	SCM Sidoxia Capital Management Newport Beach, California	$17.6M	-$3.8M	4	12.91%	Reduced
1445	Azora Capital LP Miami, Florida	$17.6M	-$102M	3	0.74%	Reduced
1446	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$17.6M	+$2.46M	2	1.26%	Increased
1447	ACM Aster Capital Management Dubai, United Arab Emirates	$17.5M	+$14.2M	12	3.73%	Increased
1448	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$17.5M	-$176K	4	1.58%	Reduced
1449	SBI Securities Tokyo, Japan	$17.5M	+$927K	42	0.4%	Increased
1450	GS Gagnon Securities New York	$17.4M	-$247K	1	3.36%	Reduced