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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	CCM CrestPoint Capital Management Four Seasons, Missouri	$381K	$0	1	0.21%	Maintained
1452	WCM Washington Capital Management Seattle, Washington	$381K	+$8.22K	1	0.16%	Increased
1453	Atria Investments Charlotte, North Carolina	$380K	-$259K	1	0.04%	Reduced
1454	Mizuho Securities USA New York	$372K	+$355K	1	0.04%	New
1455	VCAM Van Cleef Asset Management Beachwood, Ohio	$369K	+$33K	1	0.14%	Increased
1456	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$367K	+$351K	11	0.01%	New
1457	3NC 300 North Capital Pasadena, California	$363K	$0	1	0.08%	Maintained
1458	RGC Roberts, Glore & Co Deerfield, Illinois	$362K	$0	1	0.24%	Maintained
1459	OCG Opus Capital Group Cincinnati, Ohio	$360K	$0	1	0.05%	Maintained
1460	POA Pergamon Offshore Advisors New York	$358K	+$383K	1	0.34%	New
1461	RFG Advisory Birmingham, Alabama	$353K	+$309K	1	0.42%	New
1462	WI Wedgewood Investors Erie, Pennsylvania	$348K	$0	1	0.35%	Maintained
1463	AB Atlas Brown Louisville, Kentucky	$346K	$0	1	0.09%	Maintained
1464	WA Wheatland Advisors Lancaster, Pennsylvania	$343K	$0	1	0.33%	Maintained
1465	IPC Independent Portfolio Consultants Boca Raton, Florida	$342K	+$107K	4	0.07%	Increased
1466	AAP Ardsley Advisory Partners Stamford, Connecticut	$340K	+$124K	1	0.05%	Increased
1467	M MOTCO San Antonio, Texas	$334K	+$205K	4	0.04%	Increased
1468	JIR James Investment Research Alpha, Ohio	$333K	+$27.2K	2	0.01%	Increased
1469	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$332K	-$16.5K	3	0.06%	Reduced
1470	EIM Essex Investment Management Boston, Massachusetts	$330K	-$53.4K	1	0.05%	Reduced
1471	GAM Gould Asset Management Claremont, California	$327K	-$7.69K	1	0.16%	Reduced
1472	CBU CIBC Bank USA Chicago, Illinois	$326K	-$420K	1	0.06%	Reduced
1473	SIM Strategic Investment Management Arlington, Virginia	$326K	-$30.7K	1	0.09%	Reduced
1474	OC Oakworth Capital Birmingham, Alabama	$324K	+$286K	2	0.17%	Increased
1475	TNB Thomasville National Bank Thomasville, Georgia	$321K	$0	1	0.11%	Maintained