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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	Advisory Services Network Atlanta, Georgia	$584K	-$1M	14	0.08%	Reduced
1477	RIM Regent Investment Management Louisville, Kentucky	$582K	+$27.9K	1	0.2%	Increased
1478	Tiedemann Advisors New York	$579K	+$32.5K	1	0.04%	Increased
1479	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$576K	-$80.3K	1	0.41%	Reduced
1480	Assenagon Asset Management Senningerberg, Luxembourg	$574K	-$656K	1	0.01%	Reduced
1481	ARM Adirondack Research & Management Guilderland, New York	$573K	-$1.23M	1	0.22%	Reduced
1482	ACM Alethea Capital Management Mercer Island, Washington	$566K	+$21K	1	0.64%	Increased
1483	NL NWAM LLC Mercer Island, Washington	$566K	+$62.4K	1	0.1%	Increased
1484	GP Girard Partners King Of Prussia, Pennsylvania	$563K	+$263K	1	0.12%	Increased
1485	Empowered Funds Havertown, Pennsylvania	$561K	-$200K	1	0.45%	Reduced
1486	IR Invictus RG Hamilton, Bermuda	$555K	+$324K	5	0.4%	Increased
1487	Atlantic Union Bankshares Glen Allen, Virginia	$554K	-$8.09K	2	0.19%	Reduced
1488	RIM Ranger International Management Lake Forest, Illinois	$554K	-$591K	1	2.52%	Reduced
1489	TCB Texas Capital Bancshares Dallas, Texas	$549K	-$198K	1	1.24%	Reduced
1490	MCA Morris Capital Advisors Malvern, Pennsylvania	$548K	-$1.7K	1	0.39%	Reduced
1491	OAM Occidental Asset Management Burlingame, California	$545K	+$230K	2	0.33%	Increased
1492	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$544K	$0	1	0.12%	Maintained
1493	SPC Stewart & Patten Company Lafayette, California	$541K	$0	1	0.1%	Maintained
1494	Kayne Anderson Capital Advisors Los Angeles, California	$537K	+$514K	2	0.01%	New
1495	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$536K	$0	1	0.47%	Maintained
1496	ASA Armstrong Shaw Associates New Canaan, Connecticut	$535K	$0	1	0.2%	Maintained
1497	Bartlett & Co Cincinnati, Ohio	$535K	-$24.3K	4	0.02%	Reduced
1498	BL BFSG LLC Irvine, California	$532K	+$512K	1	0.26%	New
1499	Birch Hill Investment Advisors Boston, Massachusetts	$532K	$0	1	0.05%	Maintained
1500	Buckingham Strategic Wealth Clayton, Missouri	$528K	+$77.3K	1	0.12%	Increased