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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
1901	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$574K	+$66.1K	1	0.05%	Increased
1902	JPC Jabodon PT Co Reno, Nevada	$574K	+$493K	1	0.16%	New
1903	GCA Greenwood Capital Associates Greenwood, South Carolina	$573K	+$196K	1	0.13%	Increased
1904	BCAM Boston Common Asset Management Boston, Massachusetts	$572K	-$1.08M	1	0.06%	Reduced
1905	SCI S&CO Inc Boston, Massachusetts	$569K	+$8.23K	1	0.06%	Increased
1906	RCC Red Cedar Capital Omaha, Nebraska	$568K	-$18	3	0.51%	Reduced
1907	AFAS Acorn Financial Advisory Services Reston, Virginia	$566K	+$17.4K	1	0.39%	Increased
1908	HT HAP Trading New York	$565K	+$543K	2	0.03%	New
1909	DWM Darwin Wealth Management Tampa, Florida	$562K	-$47.3K	1	0.14%	Reduced
1910	IFG Investors Financial Group Plymouth, Minnesota	$562K	+$533K	1	0.46%	New
1911	MCM Marathon Capital Management Hunt Valley, Maryland	$560K	$0	1	0.22%	Maintained
1912	Covington Capital Management Los Angeles, California	$557K	+$22K	5	0.03%	Increased
1913	HA Harfst & Associates Sheridan, Wyoming	$557K	-$5.6K	1	0.24%	Reduced
1914	CFG Capstone Financial Group Oklahoma City, Oklahoma	$556K	-$4.8K	3	0.46%	Reduced
1915	GAMC Garner Asset Management Corp Plano, Texas	$556K	$0	1	0.41%	Maintained
1916	BWM Biltmore Wealth Management Tempe, Arizona	$554K	-$321K	1	0.36%	Reduced
1917	DCM Dean Capital Management Overland Park, Kansas	$554K	-$156K	1	0.65%	Reduced
1918	ECA Elevated Capital Advisors Sandy, Utah	$553K	+$387K	1	0.26%	New
1919	FRM Fox Run Management Greenwich, Connecticut	$552K	+$27.3K	2	0.73%	Increased
1920	SIA Strategic Investment Advisors Farmington Hills, Michigan	$552K	+$1.92K	2	0.21%	Increased
1921	FTC Farmers Trust Company Youngstown, Ohio	$550K	-$5.1K	1	0.16%	Reduced
1922	HLCM Hi-Line Capital Management Watertown, South Dakota	$549K	$0	1	0.28%	Maintained
1923	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$545K	-$108K	1	0.08%	Reduced
1924	Giverny Capital Montreal, Quebec, Canada	$545K	-$28.7K	1	0.05%	Reduced
1925	CHP Cable Hill Partners Portland, Oregon	$539K	-$528K	2	0.18%	Reduced