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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	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$0	-$994K	0	–	Closed
1752	MMM Mendel Money Management Northbrook, Illinois	$0	-$473K	0	–	Closed
1753	Montrusco Bolton Investments Montreal, Quebec, Canada	$0	-$10.7M	0	–	Closed
1754	MIS Morningstar Investment Services Chicago, Illinois	$0	-$4.6M	0	–	Closed
1755	Natixis Paris, France	$0	-$200K	0	–	Closed
1756	NI Nepsis Inc Minneapolis, Minnesota	$0	-$5.37M	0	–	Closed
1757	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$0	-$445K	0	–	Closed
1758	NewEdge Advisors New Orleans, Louisiana	$0	-$821K	0	–	Closed
1759	NCM Newland Capital Management New York	$0	-$679K	0	–	Closed
1760	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$0	-$2K	0	–	Closed
1761	NL NWAM LLC Mercer Island, Washington	$0	-$240K	0	–	Closed
1762	OCM Oskie Capital Management New York	$0	-$10.8M	0	–	Closed
1763	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$0	-$218K	0	–	Closed
1764	PM Parametrica Management Wanchai, Hong Kong	$0	-$228K	0	–	Closed
1765	PIM PCO Investment Management Mill Valley, California	$0	-$2.79M	0	–	Closed
1766	PAG Pinnacle Advisory Group Columbia, Maryland	$0	-$1.32M	0	–	Closed
1767	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$0	-$456K	0	–	Closed
1768	PCM Portolan Capital Management Boston, Massachusetts	$0	-$3.02M	0	–	Closed
1769	PCM Price Capital Management Lafayette, Louisiana	$0	-$237K	0	–	Closed
1770	QIM Quest Investment Management Lake Oswego, Oregon	$0	-$4.9M	0	–	Closed
1771	RFG Advisory Birmingham, Alabama	$0	-$323K	0	–	Closed
1772	SC Saiers Capital New York	$0	-$2.17M	0	–	Closed
1773	SFM Signet Financial Management Parsippany, New Jersey	$0	-$3.06M	0	–	Closed
1774	SCA Southpoint Capital Advisors New York	$0	-$40.1M	0	–	Closed
1775	ST Sphinx Trading Chicago, Illinois	$0	$0	1	0%	Maintained