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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	Prospera Financial Services Dallas, Texas	$252K	-$13.9K	1	0.08%	Reduced
1452	SCM Stonebridge Capital Management Los Angeles, California	$250K	+$229K	1	0.1%	New
1453	Waverly Advisors Birmingham, Alabama	$249K	+$1.59K	6	0.09%	Increased
1454	GAM Gould Asset Management Claremont, California	$248K	+$22.2K	1	0.14%	Increased
1455	WCM Washington Capital Management Seattle, Washington	$246K	-$12.6K	1	0.06%	Reduced
1456	VAM Verity Asset Management Durham, North Carolina	$245K	+$232K	1	0.27%	New
1457	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$244K	+$246K	1	0.07%	New
1458	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$241K	$0	1	0.09%	Maintained
1459	CCB Cutter & Co Brokerage Ballwin, Missouri	$239K	+$223K	1	0.11%	New
1460	Mariner Overland Park, Kansas	$238K	-$840K	1	0.03%	Reduced
1461	NIM Northeast Investment Management Boston, Massachusetts	$236K	$0	1	0.03%	Maintained
1462	GPCM Granite Point Capital Management Boston, Massachusetts	$235K	+$192K	1	0.04%	New
1463	NME Notis-McConarty Edward	$233K	+$218K	1	0.16%	New
1464	Cooke & Bieler Philadelphia, Pennsylvania	$232K	$0	1	0.01%	Maintained
1465	PAS Partnervest Advisory Services Santa Barbara, California	$230K	-$104K	7	0.11%	Reduced
1466	CM Capital Management Glen Allen, Virginia	$228K	$0	1	0.08%	Maintained
1467	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$227K	$0	1	0.14%	Maintained
1468	SFM Signature Financial Management Norfolk, Virginia	$226K	$0	1	0.18%	Maintained
1469	WTB Washington Trust Bank Spokane, Washington	$225K	+$49.2K	1	0.41%	New
1470	LC Lilley & Co Tecumseh, Michigan	$223K	-$13.7K	1	0.1%	Reduced
1471	BGAM Boussard & Gavaudan Asset Management London, United Kingdom	$222K	+$210K	1	0.16%	New
1472	IT Independence Trust Franklin, Tennessee	$221K	$0	1	0.15%	Maintained
1473	RAM Redmond Asset Management Henrico, Virginia	$218K	$0	1	0.12%	Maintained
1474	MBE Michael B. Elefante	$217K	+$202K	1	0.1%	New
1475	TF Tompkins Financial Ithaca, New York	$217K	+$19.3K	3	0.06%	Increased