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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	MCM Maple Capital Management Montpelier, Vermont	$230K	+$207K	1	0.07%	New
1627	KPCM Kings Point Capital Management Great Neck, New York	$229K	+$101K	1	0.05%	Increased
1628	NSIM North Star Investment Management Chicago, Illinois	$229K	+$152K	5	0.03%	Increased
1629	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$229K	$0	1	0.15%	Maintained
1630	AS Arxis Securities New York	$227K	+$215K	1	1.21%	New
1631	RCM RB Capital Management Reno, Nevada	$226K	-$18.3K	1	0.21%	Reduced
1632	CPA Clear Perspective Advisors Aurora, Illinois	$224K	$0	4	0.15%	Maintained
1633	CPP Crow Point Partners Boston, Massachusetts	$224K	-$1.55M	2	0.03%	Reduced
1634	BP BBR Partners New York	$223K	-$5.95K	1	0.05%	Reduced
1635	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$223K	-$5.26K	1	0.04%	Reduced
1636	FIB First Interstate Bank Billings, Montana	$223K	+$65.9K	7	0.05%	Increased
1637	NAP New Amsterdam Partners New York	$223K	+$211K	1	0.05%	New
1638	CM Capital Management Glen Allen, Virginia	$222K	$0	1	0.07%	Maintained
1639	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$222K	+$213K	1	0.08%	New
1640	Old Mission Capital Chicago, Illinois	$222K	+$50.7K	1	0.02%	Increased
1641	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$222K	$0	1	0.02%	Maintained
1642	SWA Sutton Wealth Advisors Tampa, Florida	$221K	-$2.38K	10	0.19%	Reduced
1643	BW Biegel & Waller Columbia, Maryland	$219K	$0	1	0.15%	Maintained
1644	BAM Brave Asset Management Summit, New Jersey	$217K	$0	1	0.13%	Maintained
1645	Crestwood Advisors Group Boston, Massachusetts	$217K	+$206K	3	0.02%	New
1646	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$217K	-$8.39K	1	0.03%	Reduced
1647	LCM Legato Capital Management San Francisco, California	$217K	+$78.1K	3	0.26%	Increased
1648	TBA Train Babcock Advisors New York	$217K	-$355K	1	0.1%	Reduced
1649	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$216K	+$207K	1	0.04%	New
1650	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$215K	+$39.5K	2	0.04%	Increased