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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	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$449K	+$212K	2	0.08%	Increased
1527	HMS Hanseatic Management Services Albuquerque, New Mexico	$448K	+$17.6K	2	0.23%	Increased
1528	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$446K	-$526	4	0.52%	Reduced
1529	IPC Independent Portfolio Consultants Boca Raton, Florida	$445K	-$28.8K	6	0.18%	Reduced
1530	TP Truvvo Partners New York	$441K	$0	1	0.16%	Maintained
1531	CM Crestline Management Fort Worth, Texas	$437K	-$4.93M	1	0.06%	Reduced
1532	Choreo LLC Rockford, Illinois	$435K	+$231K	2	0.06%	Increased
1533	RSS Rosenblum Silverman Sutton San Francisco, California	$430K	$0	1	0.17%	Maintained
1534	HCMNY Howard Capital Management (New York) New York	$428K	$0	1	0.07%	Maintained
1535	MIM Midwest Investment Management Cleveland, Ohio	$428K	$0	1	0.36%	Maintained
1536	GW & Wade Wellesley, Massachusetts	$416K	$0	1	0.05%	Maintained
1537	Crawford Investment Counsel Atlanta, Georgia	$415K	$0	1	0.01%	Maintained
1538	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$413K	+$1.32K	1	0.02%	Increased
1539	TCM Telos Capital Management San Diego, California	$413K	-$115K	1	0.17%	Reduced
1540	BCM BlueMar Capital Management Miami, Florida	$411K	+$404K	1	0.24%	New
1541	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$410K	-$15.2K	1	0.2%	Reduced
1542	MIM Monashee Investment Management Boston, Massachusetts	$410K	+$403K	1	0.17%	New
1543	M MOTCO San Antonio, Texas	$410K	+$538	3	0.04%	Increased
1544	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$408K	-$4.93K	2	0.05%	Reduced
1545	PCA Private Capital Advisors Darien, Connecticut	$406K	-$1.86M	1	0.13%	Reduced
1546	CA Cambridge Advisors Omaha, Nebraska	$403K	-$3.22K	1	0.16%	Reduced
1547	HT HighTower Trust Houston, Texas	$400K	$0	1	0.05%	Maintained
1548	RG Renaissance Group Covington, Kentucky	$400K	+$4.67K	1	0.01%	Increased
1549	FTC Farmers Trust Company Youngstown, Ohio	$399K	-$41.2K	1	0.14%	Reduced
1550	CIS Connors Investor Services Wyomissing, Pennsylvania	$395K	$0	1	0.06%	Maintained