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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	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$388K	-$32K	1	0.02%	Reduced
1502	M MOTCO San Antonio, Texas	$386K	+$11.6K	3	0.04%	Increased
1503	Hills Bank & Trust North Liberty, Iowa	$383K	-$49.7K	1	0.13%	Reduced
1504	NB Nicolet Bankshares Green Bay, Wisconsin	$383K	-$66.2K	1	0.2%	Reduced
1505	ZB Zions Bancorporation Salt Lake City, Utah	$382K	-$66.8K	7	0.07%	Reduced
1506	RQS Ramsey Quantitative Systems Louisville, Kentucky	$380K	-$937K	1	0.43%	Reduced
1507	Banque Pictet & Cie Geneva 73, Switzerland	$378K	$0	1	0.01%	Maintained
1508	RG Renaissance Group Covington, Kentucky	$378K	-$731K	1	0.01%	Reduced
1509	Winton Group London, United Kingdom	$376K	-$2.63M	1	0.01%	Reduced
1510	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$370K	-$158K	1	0.11%	Reduced
1511	Diversified Trust Memphis, Tennessee	$366K	+$2.93K	1	0.03%	Increased
1512	Dynamic Advisor Solutions Phoenix, Arizona	$366K	-$3.45M	1	0.14%	Reduced
1513	PCMI Princeton Capital Management Inc Princeton, New Jersey	$366K	-$1.49M	1	0.23%	Reduced
1514	WA Wheatland Advisors Lancaster, Pennsylvania	$366K	$0	1	0.33%	Maintained
1515	GPCM Granite Point Capital Management Boston, Massachusetts	$365K	-$1.58M	1	0.11%	Reduced
1516	RHBC R.H. Bluestein & Co Birmingham, Michigan	$365K	$0	1	0.02%	Maintained
1517	RR Robotti Robert	$365K	$0	1	0.11%	Maintained
1518	WPC Waters Parkerson & Co New Orleans, Louisiana	$365K	-$7.94K	1	0.03%	Reduced
1519	SignatureFD Atlanta, Georgia	$364K	+$1.6K	1	0.05%	Increased
1520	HA Harfst & Associates Sheridan, Wyoming	$363K	+$352K	4	0.16%	New
1521	KSA Ken Stern & Associates San Diego, California	$362K	$0	1	0.17%	Maintained
1522	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$361K	+$355K	1	0.07%	New
1523	Lido Advisors Los Angeles, California	$361K	+$106K	1	0.1%	Increased
1524	P8IP Pier 88 Investment Partners San Francisco, California	$358K	-$182K	1	0.15%	Reduced
1525	AB Atlas Brown Louisville, Kentucky	$357K	$0	1	0.28%	Maintained