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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
1851	NI Noked Israel Ramat Hasharon, Israel	$384K	+$365K	1	0.47%	New
1852	MUS Mitsubishi UFJ Securities Tokyo, Japan	$383K	+$178K	3	1.27%	Increased
1853	NL NVWM LLC Yardley, Pennsylvania	$382K	+$195K	4	0.23%	Increased
1854	GAM Gemmer Asset Management Walnut Creek, California	$381K	+$10.3K	9	0.1%	Increased
1855	VCAM Van Cleef Asset Management Beachwood, Ohio	$381K	-$2.02K	1	0.08%	Reduced
1856	Marshall Wace Asia Central, Hong Kong	$379K	-$4.62M	1	0.01%	Reduced
1857	ACA Apis Capital Advisors New York	$377K	+$362K	1	0.56%	New
1858	BOE Bank of Edwardsville Edwardsville, Illinois	$374K	-$3.08K	1	0.47%	Reduced
1859	FFM Fullerton Fund Management Singapore	$370K	-$40.9K	1	0.12%	Reduced
1860	DA Doliver Advisors Houston, Texas	$366K	-$1.21K	1	0.14%	Reduced
1861	NC Northpointe Capital Bloomfield Hills, Michigan	$365K	-$2.07M	1	0.12%	Reduced
1862	PWP Private Wealth Partners Mill Valley, California	$364K	-$279K	1	0.06%	Reduced
1863	FCA FinTrust Capital Advisors Greenville, South Carolina	$362K	+$70.9K	7	0.14%	Increased
1864	FSA Fort Sheridan Advisors Highland Park, Illinois	$362K	+$24.8K	1	0.21%	Increased
1865	DA Dillon & Associates Jackson, Michigan	$361K	-$1.62K	1	0.11%	Reduced
1866	AAM Aureus Asset Management Boston, Massachusetts	$360K	$0	1	0.04%	Maintained
1867	SWA Sutton Wealth Advisors Tampa, Florida	$359K	-$4.84K	13	0.21%	Reduced
1868	Chicago Partners Investment Group Chicago, Illinois	$357K	+$54.4K	1	0.05%	Increased
1869	PGIM Pacific Global Investment Management Glendale, California	$357K	+$395K	1	0.08%	New
1870	Hills Bank & Trust North Liberty, Iowa	$356K	-$3.24K	1	0.09%	Reduced
1871	RIL Rothschild Investment LLC Chicago, Illinois	$355K	$0	1	0.04%	Maintained
1872	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$354K	$0	1	0.25%	Maintained
1873	TCTC Holdings Dallas, Texas	$351K	$0	1	0.02%	Maintained
1874	BWA BDO Wealth Advisors Jacksonville, Florida	$350K	+$31.7K	3	0.1%	Increased
1875	WAM Weatherly Asset Management Del Mar, California	$349K	$0	1	0.07%	Maintained