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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
2001	PFG Prosperity Financial Group San Ramon, California	$7.64M	+$490K	8	2.37%	Increased
2002	PGA Portland Global Advisors Portland, Maine	$7.63M	+$1.24M	2	0.73%	Increased
2003	DC Dayah Capital Stamford, Connecticut	$7.63M	-$14.7M	1	2.57%	Reduced
2004	EFG Everest Financial Group Minneapolis, Minnesota	$7.63M	+$59.3K	2	1.03%	Increased
2005	JSAM J. Safra Asset Management New York	$7.61M	-$806K	11	0.35%	Reduced
2006	BDS Banco de Sabadell Miami, Florida	$7.61M	+$34.7K	2	4.46%	Increased
2007	ELI Empire Life Investments Toronto, Ontario, Canada	$7.59M	-$237K	1	0.42%	Reduced
2008	DF Donoghue Forlines Boston, Massachusetts	$7.58M	+$5.62M	3	1.96%	Increased
2009	HC Headland Capital Mt. Pleasant, South Carolina	$7.56M	+$293K	2	1.86%	Increased
2010	SCP Stamos Capital Partners Menlo Park, California	$7.55M	+$51.7K	2	1.16%	Increased
2011	MIM Merrion Investment Management Cranford, New Jersey	$7.53M	$0	1	3.57%	Maintained
2012	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$7.53M	+$4.82M	7	0.44%	Increased
2013	TCM Tufton Capital Management Hunt Valley, Maryland	$7.52M	-$173K	2	1.26%	Reduced
2014	IA IAM Advisory Easton, Pennsylvania	$7.52M	+$1.2M	5	1.47%	Increased
2015	HCM Hahn Capital Management Walnut Creek, California	$7.5M	-$261K	1	4.55%	Reduced
2016	FG Formula Growth Montreal, Quebec, Canada	$7.47M	-$1.24M	4	2.63%	Reduced
2017	SCM Stevens Capital Management Radnor, Pennsylvania	$7.47M	+$456K	7	1.79%	Increased
2018	SGI Summit Global Investments Bountiful, Utah	$7.46M	-$1.49M	4	0.41%	Reduced
2019	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$7.45M	+$3.3M	1	2.14%	Increased
2020	LOIM Liberty One Investment Management Libertyville, Illinois	$7.45M	+$68.5K	3	0.74%	Increased
2021	CCG Chatham Capital Group Savannah, Georgia	$7.44M	-$879K	2	0.95%	Reduced
2022	EFG Everhart Financial Group Dublin, Ohio	$7.43M	-$292K	7	0.48%	Reduced
2023	ESC Eurizon SLJ Capital London,	$7.41M	-$1.97M	11	2.73%	Reduced
2024	MFM MHR Fund Management New York	$7.41M	$0	1	0.39%	Maintained
2025	RF Robbins Farley Bedford, New Hampshire	$7.41M	-$238K	2	2.84%	Reduced