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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	EC EMS Capital New York	$267K	$0	1	0.02%	Maintained
1952	PRC Pearl River Capital Niles, Michigan	$267K	-$78.2K	5	1.7%	Reduced
1953	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$266K	$0	1	0.09%	Maintained
1954	EIP Ellis Investment Partners Berwyn, Pennsylvania	$266K	+$173K	4	0.1%	Increased
1955	GAM Garrison Asset Management Fayetteville, Arkansas	$266K	$0	1	0.14%	Maintained
1956	RR Robotti Robert	$266K	-$32.1K	1	0.09%	Reduced
1957	BBNA Bremer Bank National Association St Paul, Minnesota	$264K	-$211K	1	0.06%	Reduced
1958	Krilogy Financial St. Louis, Missouri	$264K	+$1.05K	1	0.05%	Increased
1959	AWA ARS Wealth Advisors St. Petersburg, Florida	$263K	+$971	1	0.08%	Increased
1960	FWM Focused Wealth Management Newburgh, New York	$261K	+$2.96K	7	0.07%	Increased
1961	HR Hayden Royal Charlotte, North Carolina	$259K	-$18.2K	1	0.28%	Reduced
1962	LG Leuthold Group Minneapolis, Minnesota	$258K	-$43.1K	1	0.03%	Reduced
1963	MFW Meristem Family Wealth Minnetonka, Minnesota	$258K	$0	1	0.08%	Maintained
1964	CA Cortland Associates St Louis, Missouri	$257K	$0	1	0.04%	Maintained
1965	MA MONECO Advisors Fairfield, Connecticut	$256K	-$9.96K	1	0.21%	Reduced
1966	SCM Salem Capital Management Woburn, Massachusetts	$256K	$0	1	0.14%	Maintained
1967	LB Landmark Bank Columbia, Missouri	$255K	+$26K	1	0.17%	Increased
1968	FHA Flagship Harbor Advisors Boston, Massachusetts	$254K	-$3.11K	11	0.05%	Reduced
1969	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$254K	-$67.2K	2	0.03%	Reduced
1970	MA MANA Advisors New York	$254K	-$212K	1	0.56%	Reduced
1971	MMG Monetary Management Group St Louis, Missouri	$254K	$0	2	0.1%	Maintained
1972	PIA Pinion Investment Advisors Wichita, Kansas	$253K	-$5.83K	1	0.54%	Reduced
1973	PAM PVG Asset Management Golden, Colorado	$253K	+$233K	1	0.27%	New
1974	AIP ARS Investment Partners New York	$252K	+$240K	1	0.04%	New
1975	IG Ithaka Group Arlington, Virginia	$252K	$0	1	0.04%	Maintained