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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
1476	MRCM M&R Capital Management Summit, New Jersey	$203K	$0	1	0.06%	Maintained
1477	BCM Boltwood Capital Management Walnut Creek, California	$202K	+$203K	1	0.22%	New
1478	North Star Asset Management Neenah, Wisconsin	$202K	$0	1	0.03%	Maintained
1479	OAM Origin Asset Management London, United Kingdom	$201K	+$198K	1	0.02%	New
1480	DCM DAFNA Capital Management Los Angeles, California	$200K	-$3.14K	1	0.2%	Reduced
1481	TCTC Holdings Dallas, Texas	$200K	$0	1	0.01%	Maintained
1482	Synovus Financial Columbus, Georgia	$190K	-$1.15M	4	0.01%	Reduced
1483	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$187K	-$91K	6	0.08%	Reduced
1484	LPT Legacy Private Trust Neenah, Wisconsin	$184K	$0	1	0.03%	Maintained
1485	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$183K	$0	2	0.06%	Maintained
1486	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$183K	-$24.1K	5	0.02%	Reduced
1487	IF IRON Financial Northbrook, Illinois	$182K	$0	1	0.12%	Maintained
1488	JIC Joel Isaacson & Co New York	$180K	+$7.27K	4	0.05%	Increased
1489	TCM Tradewinds Capital Management Bellingham, Washington	$180K	+$16.4K	5	0.14%	Increased
1490	KT Kanaly Trust Houston, Texas	$177K	+$7.39K	7	0.04%	Increased
1491	GAMA Graticule Asia Macro Advisors New York	$176K	+$183K	1	0.02%	New
1492	DSI Daiwa SB Investments Tokyo, Japan	$175K	-$6.49M	2	0.04%	Reduced
1493	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$175K	+$69K	2	0.03%	Increased
1494	LWM Lenox Wealth Management Cincinnati, Ohio	$175K	+$1.32K	2	0.14%	Increased
1495	IP Isthmus Partners Madison, Wisconsin	$172K	$0	1	0.06%	Maintained
1496	SNT Security National Trust Wheeling, West Virginia	$172K	-$4.18K	3	0.07%	Reduced
1497	Capstone Investment Advisors New York	$171K	+$209K	1	0%	New
1498	IHL Investment House LLC Redondo Beach, California	$171K	-$5.48M	1	0.03%	Reduced
1499	PTA Pear Tree Advisors Lincoln, Massachusetts	$171K	$0	2	0.12%	Maintained
1500	Brinker Capital Investments Berwyn, Pennsylvania	$168K	+$19.9K	1	0.01%	Increased