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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
1501	TAMH Taikang Asset Management (HK) Hong Kong	$16.2M	+$5.51M	1	1.47%	Increased
1502	LAM L2 Asset Management Wayland, Massachusetts	$16.1M	-$12.1M	11	1.68%	Reduced
1503	Belpointe Asset Management Reno, Nevada	$16.1M	+$655K	13	0.53%	Increased
1504	AGC ARP Global Capital Dubai,	$16.1M	+$13.8M	2	6.93%	New
1505	HP Havemeyer Place Greenwich, Connecticut	$16.1M	-$7.16M	11	1.59%	Reduced
1506	YMRC Yorktown Management & Research Company Forest, Virginia	$16M	+$376K	11	9.82%	Increased
1507	CD Chapin Davis Baltimore, Maryland	$16M	+$12.1M	2	2.82%	New
1508	GH GAM Holding Zurich, Switzerland	$16M	+$6.13M	6	1.23%	Increased
1509	Farallon Capital Management San Francisco, California	$16M	-$9.21M	1	0.07%	Reduced
1510	RBC Romano Brothers & Co Evanston, Illinois	$16M	-$112K	5	1.61%	Reduced
1511	CCM CoreView Capital Management Hong Kong	$16M	+$18.1M	1	2.92%	New
1512	Y.D. More Investments Ramat Gan, Israel	$15.9M	+$7.59M	13	0.5%	Increased
1513	Caxton Associates (UK) London,	$15.9M	+$2.63M	9	0.3%	Increased
1514	BGC Blue Grotto Capital Atlanta, Georgia	$15.9M	-$49.8M	1	1.32%	Reduced
1515	AWP Ascent Wealth Partners New Hartford, New York	$15.8M	+$10.7M	6	1.58%	Increased
1516	MIP Marietta Investment Partners Milwaukee, Wisconsin	$15.8M	+$1.16M	3	2.72%	Increased
1517	NWWA New Wave Wealth Advisors Springdale, Arkansas	$15.8M	-$250K	4	4.3%	Reduced
1518	CI Carroll Investors Mt Pleasant, South Carolina	$15.8M	+$7.93K	1	6.73%	Increased
1519	HA Huntleigh Advisors St. Louis, Missouri	$15.7M	-$2.75M	5	2.2%	Reduced
1520	IB Intrust Bank Wichita, Kansas	$15.7M	-$483K	9	1.16%	Reduced
1521	BP Broadleaf Partners Hudson, Ohio	$15.7M	-$6.48M	1	3.03%	Reduced
1522	PGAM Princeton Global Asset Management Princeton, New Jersey	$15.6M	-$20K	10	2.24%	Reduced
1523	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$15.6M	$0	1	7.29%	Maintained
1524	SWM Segment Wealth Management Houston, Texas	$15.6M	+$476K	9	0.81%	Increased
1525	M MOTCO San Antonio, Texas	$15.6M	-$674	16	1.33%	Reduced