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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
1451	TW TritonPoint Wealth Chevy Chase, Maryland	$17.4M	-$672K	4	1.71%	Reduced
1452	IG Ithaka Group Arlington, Virginia	$17.4M	+$7.69M	2	3.16%	Increased
1453	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$17.4M	+$6.26M	6	1.12%	Increased
1454	PTP Platform Technology Partners New York	$17.4M	+$7.66M	8	2.84%	Increased
1455	VSQM V-Square Quantitative Management Chicago, Illinois	$17.4M	+$1.98M	15	1.65%	Increased
1456	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$17.3M	+$1.98M	6	1.68%	Increased
1457	CFLC California First Leasing Corp Newport Beach, California	$17.3M	$0	1	3.67%	Maintained
1458	SFM Stack Financial Management Whitefish, Montana	$17.3M	+$408K	1	1.35%	Increased
1459	Main Management ETF Advisors San Francisco, California	$17.2M	+$6.45M	4	0.52%	Increased
1460	SW SVB Wealth Boston, Massachusetts	$17.2M	-$533K	8	1.08%	Reduced
1461	Martingale Asset Management Boston, Massachusetts	$17M	+$2.38M	4	0.4%	Increased
1462	FM Foster & Motley Cincinnati, Ohio	$17M	+$1.24M	5	0.78%	Increased
1463	FCP Fidelis Capital Partners Tampa, Florida	$17M	+$2.26M	12	0.98%	Increased
1464	HIC Holderness Investments Company Greensboro, North Carolina	$17M	+$725K	9	2.83%	Increased
1465	NB Nicolet Bankshares Green Bay, Wisconsin	$16.9M	-$3.81M	11	0.54%	Reduced
1466	UAS United Asset Strategies Garden City, New York	$16.9M	-$165K	4	1.19%	Reduced
1467	MB MidFirst Bank Oklahoma City, Oklahoma	$16.9M	+$237K	14	1.2%	Increased
1468	Dynamic Advisor Solutions Phoenix, Arizona	$16.9M	-$427K	12	0.48%	Reduced
1469	MCCP Mission Creek Capital Partners San Francisco, California	$16.8M	+$1.04M	4	2.96%	Increased
1470	FA Faithward Advisors Lancaster, Pennsylvania	$16.8M	-$765K	4	2.06%	Reduced
1471	MAM Morse Asset Management Darien, Connecticut	$16.8M	+$646K	13	2.79%	Increased
1472	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$16.8M	-$2.11M	1	4.84%	Reduced
1473	OL one8zero8 LLC Greensboro, North Carolina	$16.8M	-$437K	4	3.33%	Reduced
1474	AC AXQ Capital Jersey City, New Jersey	$16.8M	+$2.44M	13	1.83%	Increased
1475	FSCM First Sabrepoint Capital Management Dallas, Texas	$16.8M	$0	1	5.52%	Maintained