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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
1526	4A 4D Advisors Redondo Beach, California	$15.6M	-$3.38M	3	5.98%	Reduced
1527	VCA Verdence Capital Advisors Hunt Valley, Maryland	$15.6M	+$287K	18	0.82%	Increased
1528	PFM Privium Fund Management Amsterdam, Netherlands	$15.6M	+$1.04M	1	2.86%	Increased
1529	AlphaCore Capital La Jolla, California	$15.5M	+$3.88M	16	0.29%	Increased
1530	Central Trust Company Jefferson City, Missouri	$15.5M	+$1.16M	22	0.28%	Increased
1531	TC TownSquare Capital Provo, Utah	$15.5M	-$802K	7	2.85%	Reduced
1532	ECM Estabrook Capital Management New York	$15.4M	-$224K	5	2.08%	Reduced
1533	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$15.4M	$0	2	6.29%	Maintained
1534	FCM Fourier Capital Management Hong Kong,	$15.4M	+$14.2M	2	24.02%	New
1535	EverSource Wealth Advisors Birmingham, Alabama	$15.4M	-$1.08M	43	0.52%	Reduced
1536	CI Capital Innovations Pewaukee, Wisconsin	$15.3M	+$16.3M	1	3.96%	New
1537	WAM Weatherly Asset Management Del Mar, California	$15.2M	+$161K	3	1.08%	Increased
1538	MCM Maytus Capital Management New York	$15.2M	+$11.4M	1	2.4%	New
1539	LDB Lee, Danner & Bass Nashville, Tennessee	$15.2M	-$39.6K	3	0.88%	Reduced
1540	Blue Trust Inc Alpharetta, Georgia	$15.2M	-$1.03M	31	0.16%	Reduced
1541	TC TFR Capital Plano, Texas	$15.2M	-$3.96M	6	4.28%	Reduced
1542	GAM Griffin Asset Management New York	$15.2M	+$31.6K	5	1.6%	Increased
1543	MWA Meridian Wealth Advisors Austin, Texas	$15.2M	-$1.33M	5	1.73%	Reduced
1544	TCWA Turtle Creek Wealth Advisors Dallas, Texas	$15.1M	+$2.02M	9	0.8%	Increased
1545	NC Northcape Capital Sydney, Australia	$15.1M	+$809K	1	2.04%	Increased
1546	UCI Uncommon Cents Investing Janesville, Wisconsin	$15.1M	-$1.08M	4	3.28%	Reduced
1547	PIA Prakash Investment Advisors Andover, Massachusetts	$15.1M	+$3.52M	8	8.68%	Increased
1548	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$15.1M	+$20.2K	1	4.03%	Increased
1549	MI MMCAP International Grand Cayman, Cayman Islands	$15.1M	-$6.17M	2	1.28%	Reduced
1550	BIA Benchmark Investment Advisors Chicago, Illinois	$15.1M	+$441K	3	6.61%	Increased