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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	GBT Grove Bank & Trust Miami, Florida	$192K	+$187K	4	0.15%	New
1627	CIAN Capstone Investment Advisors (Netherlands) New York	$189K	+$180K	1	0.32%	New
1628	IF IRON Financial Northbrook, Illinois	$189K	$0	1	0.13%	Maintained
1629	RIM Ranger International Management Lake Forest, Illinois	$186K	-$1.96M	1	0.6%	Reduced
1630	BAM Brave Asset Management Summit, New Jersey	$185K	-$13K	1	0.12%	Reduced
1631	PCM Perkins Capital Management Wayzata, Minnesota	$182K	-$2.54K	1	0.2%	Reduced
1632	ARK Investment Management St. Petersburg, Florida	$177K	+$174K	1	0.06%	New
1633	SC SRB Corp Boston, Massachusetts	$176K	-$138K	1	0.02%	Reduced
1634	HA Heartland Advisors Milwaukee, Wisconsin	$175K	+$324K	1	0.01%	New
1635	Old Mission Capital Chicago, Illinois	$166K	-$556K	1	0.01%	Reduced
1636	CCM Cribstone Capital Management Augusta, Maine	$165K	-$4K	3	0.1%	Reduced
1637	BAM Bruderman Asset Management Locust Valley, New York	$163K	-$57.6K	3	0.05%	Reduced
1638	LCM Legato Capital Management San Francisco, California	$156K	+$144K	1	2.82%	New
1639	AP Advisors Preferred Rockville, Maryland	$155K	-$217	2	0.08%	Reduced
1640	VCM Versant Capital Management Phoenix, Arizona	$155K	-$23.8K	8	0.09%	Reduced
1641	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$152K	-$71.5K	2	0.03%	Reduced
1642	IP Isthmus Partners Madison, Wisconsin	$150K	$0	1	0.05%	Maintained
1643	ADL Asset Dedication LLC San Francisco, California	$149K	$0	1	0.09%	Maintained
1644	DAM DLD Asset Management New York	$149K	+$141K	1	0.05%	New
1645	AIM Advantage Investment Management Cedar Rapids, Iowa	$148K	-$97.7K	4	0.05%	Reduced
1646	Engineers Gate Manager New York	$144K	+$142K	1	0.02%	New
1647	AIL AGF Investments LLC Toronto, Ontario, Canada	$142K	+$132K	5	0.04%	New
1648	BAM Barrett Asset Management New York	$140K	+$27.2K	3	0.01%	Increased
1649	FIB First Interstate Bank Billings, Montana	$135K	-$60.8K	6	0.03%	Reduced
1650	AF Arrow Financial Glens Falls, New York	$133K	-$26K	2	0.03%	Reduced