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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	IIM Ironwood Investment Management Boston, Massachusetts	$327K	$0	1	0.24%	Maintained
1602	DBT Dubuque Bank & Trust Dubuque, Iowa	$324K	-$15K	4	0.07%	Reduced
1603	HIM Herald Investment Management London, United Kingdom	$324K	$0	1	0.11%	Maintained
1604	P8IP Pier 88 Investment Partners San Francisco, California	$324K	-$50.2K	1	0.13%	Reduced
1605	AT Argent Trust San Antonio, Texas	$323K	-$33.5K	1	0.09%	Reduced
1606	HT HAP Trading New York	$323K	+$311K	1	0.02%	New
1607	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$321K	+$6.51K	12	0.18%	Increased
1608	GAM Gemmer Asset Management Walnut Creek, California	$320K	$0	9	0.13%	Maintained
1609	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$320K	+$362K	1	0.08%	New
1610	VI Versor Investments New York	$319K	+$312K	1	0.09%	New
1611	WF WealthTrust Fairport Cleveland, Ohio	$319K	+$312K	1	0.04%	New
1612	AC Athos Capital Hong Kong	$317K	+$323K	1	0.18%	New
1613	BCM Bourgeon Capital Management Darien, Connecticut	$314K	+$298K	1	0.2%	New
1614	DA Dillon & Associates Jackson, Michigan	$312K	+$11.4K	1	0.13%	Increased
1615	DCM Delta Capital Management Red Bank, New Jersey	$310K	$0	1	0.21%	Maintained
1616	GLI Guardian Life Insurance New York	$310K	-$218K	6	0.05%	Reduced
1617	MWVC Morgens Waterfall Vintiadis & Co New York	$310K	$0	1	0.3%	Maintained
1618	FAM Fortaleza Asset Management Chicago, Illinois	$309K	+$61K	2	0.59%	Increased
1619	IDBONY Israel Discount Bank of New York New York	$309K	-$54.8K	4	0.25%	Reduced
1620	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$308K	$0	1	0.09%	Maintained
1621	HA Hays Advisory Franklin, Tennessee	$306K	+$13.6K	1	0.07%	Increased
1622	BCM Boltwood Capital Management Walnut Creek, California	$304K	$0	1	0.21%	Maintained
1623	RA Rational Advisors Huntington, New York	$300K	-$121K	2	0.19%	Reduced
1624	VAM Verity Asset Management Durham, North Carolina	$297K	+$74.8K	1	0.22%	Increased
1625	Element Capital Management New York	$295K	+$293K	1	0.06%	New