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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
1601	TFA Teamwork Financial Advisors San Antonio, Texas	$13.9M	-$440K	3	1.26%	Reduced
1602	PAM Pegasus Asset Management Montebello, New York	$13.9M	+$260K	2	3.96%	Increased
1603	Rokos Capital Management (UK) London, United Kingdom	$13.8M	+$805K	3	0.05%	Increased
1604	BIP Bouvel Investment Partners Phoenixville, Pennsylvania	$13.8M	-$1.5M	3	3.13%	Reduced
1605	SLA Silver Lake Advisory Cottonwood Heights, Utah	$13.8M	-$471K	3	4.94%	Reduced
1606	KIG Kessler Investment Group Columbus, Indiana	$13.8M	-$721K	3	5.88%	Reduced
1607	BIC B&I Capital Zurich, Switzerland	$13.8M	-$84.5M	5	30.38%	Reduced
1608	Smartleaf Asset Management Boston, Massachusetts	$13.8M	$0	33	0.45%	Maintained
1609	Freestone Capital Holdings Seattle, Washington	$13.8M	+$565K	6	0.36%	Increased
1610	GTS Securities Miami, Florida	$13.7M	+$5.8M	12	0.29%	Increased
1611	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$13.7M	-$7.58M	1	7%	Reduced
1612	CIM Coleford Investment Management Toronto, Ontario, Canada	$13.7M	+$6.53M	1	2.99%	Increased
1613	ML Maniro Ltd Nassau,	$13.7M	+$13.3M	1	3.07%	New
1614	BPC Bearing Point Capital Bloomington, Minnesota	$13.6M	+$1.93M	3	1.84%	Increased
1615	DA Denali Advisors San Diego, California	$13.6M	-$171K	4	1.37%	Reduced
1616	PUI Purpose Unlimited Inc Toronto,	$13.6M	-$3.13M	12	0.52%	Reduced
1617	MG Magnolia Group Omaha, Nebraska	$13.6M	-$5.73M	1	2.86%	Reduced
1618	Simon Quick Advisors Morristown, New Jersey	$13.6M	+$385K	4	0.55%	Increased
1619	HIP Harrell Investment Partners Austin, Texas	$13.6M	+$1.55M	3	2.95%	Increased
1620	MAP Managed Asset Portfolios Rochester, Michigan	$13.5M	+$72.6K	1	1.55%	Increased
1621	CTA Clear Trail Advisors Houston, Texas	$13.5M	-$653K	2	2.06%	Reduced
1622	IWS Insight Wealth Strategies San Ramon, California	$13.5M	+$1.96M	3	1.32%	Increased
1623	CCA Cadent Capital Advisors Tulsa, Oklahoma	$13.5M	+$12.3M	6	2.78%	Increased
1624	SC Syon Capital San Francisco, California	$13.4M	+$889K	14	0.59%	Increased
1625	DRW Securities Chicago, Illinois	$13.4M	-$16.3M	12	0.33%	Reduced