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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	IP Isthmus Partners Madison, Wisconsin	$160K	$0	1	0.05%	Maintained
1727	GPCM Granite Point Capital Management Boston, Massachusetts	$158K	-$190K	1	0.04%	Reduced
1728	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$157K	-$3.38K	4	0.02%	Reduced
1729	CIAN Capstone Investment Advisors (Netherlands) New York	$153K	-$78.4K	1	0.53%	Reduced
1730	Sequoia Financial Advisors Akron, Ohio	$153K	-$49.1K	1	0.02%	Reduced
1731	BAM Bruderman Asset Management Locust Valley, New York	$149K	+$146K	2	0.04%	New
1732	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$147K	$0	1	0.04%	Maintained
1733	CB Community Bank Dewitt, New York	$146K	+$13.9K	5	0.02%	Increased
1734	PCM Perkins Capital Management Wayzata, Minnesota	$145K	-$19.5K	1	0.16%	Reduced
1735	AF Arrow Financial Glens Falls, New York	$143K	-$10.8K	2	0.03%	Reduced
1736	CPA Cowen Prime Advisors New York	$142K	$0	1	0.07%	Maintained
1737	HA Harfst & Associates Sheridan, Wyoming	$139K	-$229K	1	0.06%	Reduced
1738	MCM MV Capital Management Bethesda, Maryland	$136K	+$9.4K	5	0.04%	Increased
1739	AW Alpha Windward Westwood, Massachusetts	$128K	-$11.1K	4	0.08%	Reduced
1740	MCF Advisors Covington, Kentucky	$126K	+$121K	3	0.03%	New
1741	VCM Versant Capital Management Phoenix, Arizona	$125K	-$37.6K	8	0.07%	Reduced
1742	HA Heartland Advisors Milwaukee, Wisconsin	$124K	$0	1	0.01%	Maintained
1743	CHC City Holding Co Charleston, West Virginia	$123K	-$26.7K	3	0.04%	Reduced
1744	DA DSC Advisors Chicago, Illinois	$123K	+$115K	1	0.04%	New
1745	GWS Glassman Wealth Services Vienna, Virginia	$123K	+$4.23K	5	0.08%	Increased
1746	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$123K	-$42.8K	2	0.06%	Reduced
1747	PHK Point72 Hong Kong Hong Kong	$109K	-$94.8K	4	0.11%	Reduced
1748	AIL AGF Investments LLC Toronto, Ontario, Canada	$108K	-$24.8K	4	0.02%	Reduced
1749	CPP Crow Point Partners Boston, Massachusetts	$108K	-$120K	2	0.02%	Reduced
1750	BWA BDO Wealth Advisors Jacksonville, Florida	$103K	+$102K	2	0.05%	New