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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	IF IRON Financial Northbrook, Illinois	$129K	$0	1	0.17%	Maintained
1602	FAM Fortaleza Asset Management Chicago, Illinois	$127K	-$64.2K	2	0.1%	Reduced
1603	CI Cooper Investors Melbourne, Victoria, Australia	$127K	+$116K	1	0.03%	New
1604	Spot Trading Chicago, Illinois	$122K	-$1.24M	2	0%	Reduced
1605	PVH Psagot Value Holdings Tel Aviv, Israel	$118K	-$28.2K	1	0.01%	Reduced
1606	VCM Vigilant Capital Management Portland, Maine	$118K	-$2.6K	4	0.02%	Reduced
1607	ANBT American National Bank & Trust Wichita Falls, Texas	$114K	+$74.3K	1	0.04%	Increased
1608	KPCM Kings Point Capital Management Great Neck, New York	$114K	-$1.84K	1	0.03%	Reduced
1609	JCM Jacobi Capital Management Pittston, Pennsylvania	$112K	+$100K	3	0.06%	New
1610	Klingman & Associates New York	$108K	$0	2	0.04%	Maintained
1611	NSIM North Star Investment Management Chicago, Illinois	$105K	+$16.4K	5	0.02%	Increased
1612	KAM Kassirer Asset Management Toronto, Ontario, Canada	$102K	+$160K	1	0.05%	New
1613	BAM Barrett Asset Management New York	$101K	$0	1	0.01%	Maintained
1614	GAM Gemmer Asset Management Walnut Creek, California	$101K	+$14.4K	8	0.05%	Increased
1615	MCM MV Capital Management Bethesda, Maryland	$93K	+$1.47K	3	0.03%	Increased
1616	Fuller & Thaler Asset Management San Mateo, California	$92K	-$259K	2	0%	Reduced
1617	MFW Mosaic Family Wealth St. Louis, Missouri	$83K	-$110K	6	0.04%	Reduced
1618	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$82K	-$114K	9	0.08%	Reduced
1619	GWS Glassman Wealth Services Vienna, Virginia	$82K	-$455	4	0.07%	Reduced
1620	PCP Proficio Capital Partners Newton, Massachusetts	$80K	+$8.44K	7	0.05%	Increased
1621	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$79K	+$818	2	0.03%	Increased
1622	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$79K	-$2.36M	4	0.06%	Reduced
1623	AIM Advantage Investment Management Cedar Rapids, Iowa	$75K	+$37.1K	3	0.04%	Increased
1624	DR Davis Rea Toronto, Ontario, Canada	$75K	-$119K	1	0.05%	Reduced
1625	QAM QCI Asset Management Pittsford, New York	$73K	-$44.5K	2	0.01%	Reduced