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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
1951	FIM Fruth Investment Management Houston, Texas	$8.25M	-$32.3K	2	1.96%	Reduced
1952	E Fund Management Guangzhou, China	$8.24M	-$1.39M	8	0.19%	Reduced
1953	WC Woodstock Corp Boston, Massachusetts	$8.22M	-$48.4K	1	0.68%	Reduced
1954	DWM Darwin Wealth Management Tampa, Florida	$8.21M	+$344K	6	2.25%	Increased
1955	FFG Fortem Financial Group Palm Desert, California	$8.2M	+$561K	2	1.67%	Increased
1956	Avior Wealth Management Omaha, Nebraska	$8.15M	-$1.73M	10	0.21%	Reduced
1957	MAMG Milestone Asset Management Group Avon, Connecticut	$8.14M	+$29.2K	2	4.1%	Increased
1958	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$8.14M	+$2.44M	3	3.78%	Increased
1959	RAM Ramirez Asset Management New York	$8.13M	-$8.43M	6	0.85%	Reduced
1960	FCMA Foresight Capital Management Advisors Saline, Michigan	$8.13M	-$1.11M	2	3.95%	Reduced
1961	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$8.13M	-$1.32M	1	1.11%	Reduced
1962	ACM Arlington Capital Management Arlington Heights, Illinois	$8.11M	-$4.78M	3	5.05%	Reduced
1963	RCA Ranch Capital Advisors Sarasota, Florida	$8.11M	+$641K	4	2.57%	Increased
1964	BC Bridgefront Capital Austin, Texas	$8.1M	+$310K	10	2.14%	Increased
1965	GF Goodman Financial Houston, Texas	$8.1M	+$7.67M	1	1.25%	New
1966	RC Riposte Capital New York	$8.08M	+$3.83M	1	1.79%	Increased
1967	BAM Blueshift Asset Management Red Bank, New Jersey	$8.06M	+$3.98M	16	1.87%	Increased
1968	KI Kapitalo Investimentos Sao Paulo, Brazil	$8.06M	+$941K	1	0.51%	Increased
1969	RCIM Red Cedar Investment Management Grand Rapids, Michigan	$8.03M	-$142K	2	0.76%	Reduced
1970	SFS Stiles Financial Services Edina, Minnesota	$8.01M	+$87.3K	4	2.01%	Increased
1971	SL Siren LLC Greenwich, Connecticut	$8M	+$3.93M	1	0.16%	Increased
1972	RP Rice Partnership Honolulu, Hawaii	$8M	-$380K	2	0.97%	Reduced
1973	LNB Ledyard National Bank	$7.99M	-$617K	2	0.64%	Reduced
1974	WA WealthTrust Axiom Wayne, Pennsylvania	$7.97M	-$565K	4	1.78%	Reduced
1975	NO Ninety One Cape Town, South Africa	$7.97M	+$467K	1	0.43%	Increased