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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
1701	SC Sasco Capital Fairfield, Connecticut	$585K	-$146K	1	0.05%	Reduced
1702	GIM Greenwich Investment Management Norwalk, Connecticut	$584K	+$4.45K	1	0.63%	Increased
1703	BCM Bienville Capital Management New York	$583K	$0	1	0.07%	Maintained
1704	BWM Biltmore Wealth Management Tempe, Arizona	$583K	+$524K	1	0.31%	New
1705	Jupiter Investment Management London, United Kingdom	$579K	-$492K	2	0.01%	Reduced
1706	IPW Inlet Private Wealth Jupiter, Florida	$578K	+$313K	2	0.23%	Increased
1707	SAM Southeastern Asset Management Memphis, Tennessee	$578K	-$1.96M	1	0.01%	Reduced
1708	TLP Trinity Legacy Partners Houston, Texas	$576K	+$3.89K	1	0.38%	Increased
1709	Brinker Capital Investments Berwyn, Pennsylvania	$572K	+$525K	4	0.02%	Increased
1710	Prime Capital Investment Advisors Overland Park, Kansas	$567K	+$40.5K	3	0.17%	Increased
1711	Centiva Capital New York	$561K	-$146K	1	0.04%	Reduced
1712	NL NWAM LLC Mercer Island, Washington	$561K	$0	1	0.12%	Maintained
1713	Annex Advisory Services Brookfield, Wisconsin	$559K	+$458	2	0.08%	Increased
1714	CCA Cruiser Capital Advisors Stamford, Connecticut	$559K	+$565K	1	0.29%	New
1715	NAS Nicolet Advisory Services Green Bay, Wisconsin	$557K	+$528K	1	0.09%	New
1716	CAM Cubic Asset Management Boston, Massachusetts	$556K	+$207K	2	0.16%	Increased
1717	FEM Fulcrum Equity Management Plano, Texas	$556K	-$9.35K	2	0.19%	Reduced
1718	AWA Arete Wealth Advisors Chicago, Illinois	$553K	+$4.75K	2	0.12%	Increased
1719	IIM Ipswich Investment Management Beverly, Massachusetts	$551K	-$176K	1	0.18%	Reduced
1720	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$551K	+$16.8K	1	0.05%	Increased
1721	AIM Alambic Investment Management Belvedere, California	$550K	-$38.9K	2	0.23%	Reduced
1722	LMAM Legg Mason Asset Management Tokyo, Japan	$548K	-$22.3K	1	0.64%	Reduced
1723	MCA Morris Capital Advisors Malvern, Pennsylvania	$548K	-$1.22K	1	0.43%	Reduced
1724	CBU CIBC Bank USA Chicago, Illinois	$546K	-$13.3K	2	0.08%	Reduced
1725	VCA Verdence Capital Advisors Hunt Valley, Maryland	$546K	+$509K	2	0.15%	New