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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
1626	FRA Frank Rimerman Advisors Palo Alto, California	$13.4M	+$2.09M	14	0.76%	Increased
1627	Confluence Wealth Services Mcmurray, Pennsylvania	$13.4M	+$5.9M	7	0.38%	Increased
1628	SCM Spring Capital Management Amarillo, Texas	$13.4M	-$162K	1	6.51%	Reduced
1629	CCPM Cooper Creek Partners Management New York	$13.4M	+$10.9M	1	0.32%	New
1630	AGM Aragon Global Management Miami, Florida	$13.4M	$0	1	5.06%	Maintained
1631	Montag & Associates Atlanta, Georgia	$13.4M	+$2.2M	15	0.56%	Increased
1632	LOPW Live Oak Private Wealth Wilmington, North Carolina	$13.4M	-$916K	3	1.67%	Reduced
1633	CAM Carret Asset Management New York	$13.3M	-$57.3K	2	1.17%	Reduced
1634	IB Iyo Bank Matsuyama, Japan	$13.3M	$0	1	4.05%	Maintained
1635	HFS Haverford Financial Services Radnor, Pennsylvania	$13.3M	-$81.9K	1	3.93%	Reduced
1636	WCA Westover Capital Advisors Wilmington, Delaware	$13.3M	+$9.53K	5	2.21%	Increased
1637	PAA Peregrine Asset Advisers Portland, Oregon	$13.3M	-$2.43M	5	2.88%	Reduced
1638	AHL Abel Hall LLC Baton Rouge, Louisiana	$13.3M	+$822K	23	2.29%	Increased
1639	FRA Front Row Advisors Tiburon, California	$13.3M	-$270K	6	3.84%	Reduced
1640	DJSG D.J. St. Germain Springfield, Massachusetts	$13.2M	-$52.8K	10	0.48%	Reduced
1641	FMI Frec Markets Inc San Francisco, California	$13.2M	+$3.7M	13	1.19%	Increased
1642	BCC Bridge City Capital Lake Oswego, Oregon	$13.2M	-$16.3M	2	3%	Reduced
1643	RBCM Raub Brock Capital Management Larkspur, California	$13.1M	-$2.77M	1	3.61%	Reduced
1644	WAM Werlinich Asset Management Stamford, Connecticut	$13.1M	-$7.93K	3	5.01%	Reduced
1645	CWM Cornerstone Wealth Management St. Peters, Missouri	$13.1M	+$965K	9	0.56%	Increased
1646	IAN Integrated Advisors Network Dallas, Texas	$13.1M	-$874K	9	0.6%	Reduced
1647	Meiji Yasuda Life Insurance Tokyo, Japan	$13M	-$119K	6	0.43%	Reduced
1648	Pine Valley Investments Marlton, New Jersey	$13M	-$157K	9	0.51%	Reduced
1649	IAIM International Assets Investment Management Orlando, Florida	$13M	+$2.64M	21	0.78%	Increased
1650	GCC Game Creek Capital Boston, Massachusetts	$13M	-$4.99M	2	4.6%	Reduced