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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	HIM Herald Investment Management London, United Kingdom	$454K	$0	1	0.2%	Maintained
1452	TCM Telos Capital Management San Diego, California	$453K	+$1.95K	1	0.2%	Increased
1453	ASA Armstrong Shaw Associates New Canaan, Connecticut	$451K	$0	1	0.11%	Maintained
1454	CL CPWM LLC Seattle, Washington	$447K	+$6.64K	1	0.1%	Increased
1455	WA Winfield Associates Cleveland, Ohio	$442K	-$92.7K	6	0.27%	Reduced
1456	NL NWAM LLC Mercer Island, Washington	$441K	-$25.4K	1	0.15%	Reduced
1457	ACP Aveo Capital Partners Englewood, Colorado	$440K	+$416K	1	0.13%	New
1458	CA Cambridge Advisors Omaha, Nebraska	$440K	-$6.55K	1	0.19%	Reduced
1459	WEC Winslow Evans & Crocker Boston, Massachusetts	$438K	-$54.7K	7	0.13%	Reduced
1460	CAM Concorde Asset Management Ann Arbor, Michigan	$437K	-$114K	1	0.78%	Reduced
1461	MWVC Morgens Waterfall Vintiadis & Co New York	$437K	$0	1	0.42%	Maintained
1462	Eventide Asset Management Boston, Massachusetts	$436K	$0	1	0.03%	Maintained
1463	IPC Independent Portfolio Consultants Boca Raton, Florida	$436K	+$74.1K	5	0.14%	Increased
1464	NewEdge Advisors New Orleans, Louisiana	$436K	-$132K	1	0.12%	Reduced
1465	MIM Manitou Investment Management Toronto, Ontario, Canada	$435K	+$450K	1	0.13%	New
1466	IDBONY Israel Discount Bank of New York New York	$433K	+$419K	4	0.39%	New
1467	Giverny Capital Montreal, Quebec, Canada	$432K	$0	1	0.07%	Maintained
1468	NCIM New Century Investment Management Southfield, Michigan	$429K	-$1.93M	1	0.61%	Reduced
1469	Cetera Investment Advisers Schaumburg, Illinois	$426K	+$401K	1	0.14%	New
1470	Buckingham Strategic Wealth Clayton, Missouri	$422K	$0	1	0.14%	Maintained
1471	HCMNY Howard Capital Management (New York) New York	$421K	-$16.8K	1	0.07%	Reduced
1472	GLRA Gerald L. Ray & Associates Dallas, Texas	$417K	-$243K	1	0.06%	Reduced
1473	ZB Zions Bancorporation Salt Lake City, Utah	$416K	-$62.3K	8	0.07%	Reduced
1474	Crawford Investment Counsel Atlanta, Georgia	$415K	-$5.37M	1	0.02%	Reduced
1475	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$415K	-$21.3K	1	0.22%	Reduced