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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
1751	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$10.8M	+$100K	2	1.8%	Increased
1752	IQI Integrated Quantitative Investments Bellevue, Washington	$10.8M	-$4.23M	9	1.77%	Reduced
1753	LD Lipe & Dalton Syracuse, New York	$10.8M	-$327K	2	5.01%	Reduced
1754	BST Bath Savings Trust Bath, Maine	$10.8M	-$39K	2	1.12%	Reduced
1755	SBFM S-Bank Fund Management Helsinki, Finland	$10.8M	-$18.8M	7	1.46%	Reduced
1756	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$10.7M	+$130K	2	2.89%	Increased
1757	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$10.7M	-$743K	7	0.05%	Reduced
1758	Parallax Volatility Advisers San Francisco, California	$10.7M	-$4M	5	0.02%	Reduced
1759	FFA Florida Financial Advisors Tampa, Florida	$10.6M	+$3.2M	11	1.8%	Increased
1760	PA Paragon Advisors College Station, Texas	$10.6M	-$1.34M	3	2.23%	Reduced
1761	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$10.6M	+$678K	7	0.6%	Increased
1762	MIM Marco Investment Management Atlanta, Georgia	$10.6M	+$188K	4	0.7%	Increased
1763	BL BCWM LLC Overland Park, Kansas	$10.6M	-$1.66M	1	3.1%	Reduced
1764	CPC Consolidated Planning Corp Atlanta, Georgia	$10.6M	+$316K	1	1.43%	Increased
1765	SAM Secure Asset Management Troy, Michigan	$10.6M	+$333K	7	1.48%	Increased
1766	TCM Tandem Capital Management Woodcliff Lake, New Jersey	$10.6M	+$146K	4	4.44%	Increased
1767	PP Patten & Patten Chattanooga, Tennessee	$10.6M	-$167K	4	0.56%	Reduced
1768	MIC Maxi Investments CY Limassol, Cyprus	$10.5M	+$2.44M	5	2.13%	Increased
1769	QC Quent Capital New York	$10.5M	-$221K	23	0.65%	Reduced
1770	DA Dillon & Associates Jackson, Michigan	$10.5M	+$619K	1	1.29%	Increased
1771	CCM Candelo Capital Management New York	$10.5M	-$1.98M	3	6.48%	Reduced
1772	FP FFG Partners Fort Lauderdale, Florida	$10.5M	+$53.3K	1	2.98%	Increased
1773	GWMR GC Wealth Management RIA Cambridge, Massachusetts	$10.5M	-$472K	4	0.61%	Reduced
1774	CCAM Capelight Capital Asset Management New York	$10.4M	+$3.8M	3	5.01%	Increased
1775	CIC Concord Investment Counsel Irvine, California	$10.4M	+$40.7K	1	2.85%	Increased