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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
1801	DIG Daniel Investment Group Royal Oak, Michigan	$10M	+$10.5M	1	5.93%	New
1802	NorthRock Partners Minneapolis, Minnesota	$10M	+$954K	10	0.15%	Increased
1803	AA Armis Advisers Atlanta, Georgia	$10M	-$1.25M	10	0.92%	Reduced
1804	TC Tacita Capital Toronto, Ontario, Canada	$9.98M	-$88.4K	5	5.42%	Reduced
1805	HC Hendley & Co Zanesville, Ohio	$9.96M	+$87.9K	1	3.52%	Increased
1806	LS Leelyn Smith Geneva, Illinois	$9.95M	+$2.81M	3	1.21%	Increased
1807	Optiver Holding Amsterdam, Netherlands	$9.95M	+$4.88M	9	0%	Increased
1808	MIA MMBG Investment Advisors Miami, Florida	$9.92M	-$117K	1	0.79%	Reduced
1809	BWP Baldwin Wealth Partners Marion, Massachusetts	$9.92M	-$68.9K	4	0.65%	Reduced
1810	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$9.91M	+$661K	5	1.55%	Increased
1811	CIM Contravisory Investment Management Norwell, Massachusetts	$9.91M	+$8.47M	8	1.75%	Increased
1812	EIM Ervin Investment Management Seattle, Washington	$9.9M	-$34.7K	1	5.38%	Reduced
1813	LWP LMG Wealth Partners Shreveport, Louisiana	$9.9M	-$1.96M	2	1.58%	Reduced
1814	CMF Counterpoint Mutual Funds San Diego, California	$9.88M	+$8.13M	5	0.98%	Increased
1815	AIC Archer Investment Corporation Carmel, Indiana	$9.86M	-$445K	17	1.89%	Reduced
1816	NG NWK Group San Francisco, California	$9.86M	-$1.72M	2	3.04%	Reduced
1817	Miller Howard Investments Kingston, New York	$9.85M	+$897K	1	0.26%	Increased
1818	VDBMI Van Den Berg Management I Austin, Texas	$9.85M	-$1.08M	1	2.08%	Reduced
1819	VL Vima LLC Troy, Michigan	$9.85M	+$10.2M	8	9.6%	New
1820	KA Kerrisdale Advisers Miami, Florida	$9.84M	+$5.62M	2	2.47%	Increased
1821	WDL Well Done LLC Holland, Michigan	$9.81M	+$8.7M	2	1.32%	Increased
1822	SCM Sirios Capital Management Boston, Massachusetts	$9.81M	-$5.43M	2	1.19%	Reduced
1823	CCFM Clear Creek Financial Management Silverdale, Washington	$9.79M	+$1.27M	9	0.63%	Increased
1824	DF Dedeker Financial St. Louis Park, Minnesota	$9.79M	-$969K	2	5.57%	Reduced
1825	TCA Transcend Capital Advisors Madison, New Jersey	$9.76M	+$2.37M	11	0.66%	Increased