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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
1726	BG BDF Gestion Paris, France	$11.3M	-$1.07M	3	1.51%	Reduced
1727	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$11.3M	-$2.72M	22	0.67%	Reduced
1728	ITC Inspire Trust Company Reno, Nevada	$11.3M	-$476K	3	1.55%	Reduced
1729	SVWAG Sound View Wealth Advisors Group Savannah, Georgia	$11.3M	-$188K	6	0.7%	Reduced
1730	ACM AlphaStar Capital Management Cornelius, North Carolina	$11.2M	+$1.06M	5	0.71%	Increased
1731	FRM Fox Run Management Greenwich, Connecticut	$11.2M	-$913K	15	1.86%	Reduced
1732	KHLMTHM Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel	$11.2M	-$558K	2	1.38%	Reduced
1733	GA Gagnon Advisors New York	$11.2M	$0	1	7.1%	Maintained
1734	ET Equitable Trust Nashville, Tennessee	$11.2M	-$57.2K	4	0.47%	Reduced
1735	TAM Tealwood Asset Management Minneapolis, Minnesota	$11.1M	-$113K	4	4.28%	Reduced
1736	PTCG Pring Turner Capital Group Alamo, California	$11.1M	-$628K	3	6.38%	Reduced
1737	JPWM Jamison Private Wealth Management Milton, Georgia	$11.1M	+$805K	4	1.12%	Increased
1738	CT Colonial Trust Spartanburg, South Carolina	$11.1M	-$344K	12	1.41%	Reduced
1739	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$11.1M	-$159K	2	1.63%	Reduced
1740	CTA Chesley Taft & Associates Chicago, Illinois	$11.1M	-$341K	5	0.43%	Reduced
1741	QI Qtron Investments Boston, Massachusetts	$11.1M	+$156K	13	1.48%	Increased
1742	KA Kintegral Advisory New York	$11.1M	$0	5	0.9%	Maintained
1743	HWA HCR Wealth Advisors Los Angeles, California	$11.1M	-$3.83M	2	0.99%	Reduced
1744	FNA First National Advisers Omaha, Nebraska	$11M	-$1.35M	4	1.54%	Reduced
1745	BZWA Blue Zone Wealth Advisors Los Angeles, California	$11M	-$9.79K	1	1.92%	Reduced
1746	PCTC Perkins Coie Trust Company Seattle, Washington	$10.9M	-$307K	3	1.81%	Reduced
1747	ISB Iowa State Bank Urbandale, Iowa	$10.9M	+$85.8K	2	1.82%	Increased
1748	AI Atom Investors Austin, Texas	$10.8M	-$11.5M	5	0.96%	Reduced
1749	MF Manchester Financial Westlake Village, California	$10.8M	-$750K	4	1.92%	Reduced
1750	ACM Adalta Capital Management New York	$10.8M	-$498K	1	4.75%	Reduced