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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
1651	CSM Advisors Warrendale, Pennsylvania	$13M	+$2.98M	5	0.28%	Increased
1652	SHGA Sand Hill Global Advisors Palo Alto, California	$13M	+$150K	3	0.39%	Increased
1653	IEFM IQ EQ Fund Management Dublin 2, Ireland	$12.9M	-$111K	3	0.83%	Reduced
1654	Wedmont Private Capital West Chester, Pennsylvania	$12.9M	+$1.27M	14	0.35%	Increased
1655	JIR James Investment Research Alpha, Ohio	$12.9M	-$1.33M	6	1.31%	Reduced
1656	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$12.9M	-$2.43M	2	3.77%	Reduced
1657	MM Marnell Management Farmington Hills, Michigan	$12.9M	-$10.1M	5	4.94%	Reduced
1658	Perfromance Wealth Partners Hinsdale, Illinois	$12.8M	+$10.8M	3	0.32%	Increased
1659	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$12.8M	+$9.18M	2	3.37%	New
1660	KCM Kids Capital Management Los Angeles, California	$12.8M	+$12.1M	2	10.06%	New
1661	PCR Potrero Capital Research San Francisco, California	$12.8M	+$12M	3	7.12%	New
1662	SIA Schear Investment Advisers Cincinnati, Ohio	$12.7M	+$526K	2	4.25%	Increased
1663	TIAA-CREF Individual & Institutional Services New York	$12.6M	+$34.9K	9	0.04%	Increased
1664	LI LMCG Investments Boston, Massachusetts	$12.6M	-$505K	1	0.68%	Reduced
1665	1CM 1492 Capital Management Milwaukee, Wisconsin	$12.6M	+$1.78M	3	3.71%	Increased
1666	BFM Brooklands Fund Management London, United Kingdom	$12.5M	+$10.3M	2	9.78%	Increased
1667	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$12.5M	+$2.39M	14	0.4%	Increased
1668	FWP FAS Wealth Partners Leawood, Kansas	$12.5M	+$1.37M	6	0.65%	Increased
1669	AP Archon Partners Princeton Junction, New Jersey	$12.5M	-$5.46M	1	1.34%	Reduced
1670	LI Leeward Investments Boston, Massachusetts	$12.5M	+$111K	1	0.57%	Increased
1671	DL Dockside LLC New York	$12.5M	+$11.6M	9	2.93%	New
1672	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$12.5M	-$16.2M	2	6.14%	Reduced
1673	TC Trilogy Capital Irvine, California	$12.5M	-$3.83M	3	0.48%	Reduced
1674	NSGL No Street GP LP San Francisco, California	$12.5M	-$5M	1	0.75%	Reduced
1675	NFG Nations Financial Group Cedar Rapids, Iowa	$12.4M	+$2.76M	9	0.59%	Increased