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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
2051	IP Isthmus Partners Madison, Wisconsin	$200K	-$889K	1	0.05%	Reduced
2052	VCM Versant Capital Management Phoenix, Arizona	$199K	-$27.9K	11	0.09%	Reduced
2053	RGI River Global Investors London, United Kingdom	$194K	+$39.7K	1	0.01%	Increased
2054	FBT First Bank & Trust Brookings, South Dakota	$189K	-$51.5K	5	0.15%	Reduced
2055	VCM Violich Capital Management San Francisco, California	$189K	$0	1	0.05%	Maintained
2056	AIA Group Hong Kong	$184K	$0	1	0.04%	Maintained
2057	LWM Liberty Wealth Management Oakland, California	$183K	+$44.8K	6	0.16%	Increased
2058	APC Aspire Private Capital Cornelius, North Carolina	$181K	+$29K	3	0.09%	Increased
2059	VIMU Veritas Investment Management (UK) London, United Kingdom	$181K	$0	1	0.05%	Maintained
2060	GSM Global Strategic Management San Juan, Puerto Rico	$178K	+$168K	1	0.16%	New
2061	PB Pinnacle Bancorp Beatrice, Nebraska	$177K	+$5.18K	4	0.1%	Increased
2062	HCA Horan Capital Advisors Cincinnati, Ohio	$175K	-$42K	1	0.12%	Reduced
2063	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$174K	-$488K	3	3.75%	Reduced
2064	WPC Waters Parkerson & Co New Orleans, Louisiana	$174K	$0	1	0.01%	Maintained
2065	FGAM Financial Gravity Asset Management Lakeway, Texas	$170K	+$33.8K	14	0.14%	Increased
2066	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$166K	$0	1	0.06%	Maintained
2067	DAL David A. Lorber	$164K	+$65.1K	1	8.38%	Increased
2068	Koshinski Asset Management Decatur, Illinois	$164K	-$38.3K	1	0.07%	Reduced
2069	BS Bessemer Securities New York	$162K	+$158K	1	0.07%	New
2070	GEA Glen Eagle Advisors Kingston, New Jersey	$157K	-$3.23K	6	0.11%	Reduced
2071	HCM Hilton Capital Management Garden City, New York	$156K	-$181K	2	0.02%	Reduced
2072	FWM Foresight Wealth Management Draper, Utah	$152K	-$41	1	0.11%	Reduced
2073	AF Arrow Financial Glens Falls, New York	$147K	-$2.42K	2	0.03%	Reduced
2074	GWS Glassman Wealth Services Vienna, Virginia	$147K	-$533K	14	0.06%	Reduced
2075	WB Webster Bank Waterbury, Connecticut	$145K	-$2.88K	3	0.02%	Reduced