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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
2076	OTL Oak Thistle LLC New York	$7M	-$13.5M	5	0.68%	Reduced
2077	AG Advocate Group Minnetonka, Minnesota	$7M	+$175K	3	1.05%	Increased
2078	OFG Oxford Financial Group Carmel, Indiana	$6.99M	-$56.2K	4	0.35%	Reduced
2079	MCB Morton Community Bank East Peoria, Illinois	$6.98M	-$2.02K	1	1.42%	Reduced
2080	CA Claro Advisors Boston, Massachusetts	$6.94M	-$239K	6	0.73%	Reduced
2081	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$6.93M	-$148K	4	2.49%	Reduced
2082	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$6.92M	+$4.05M	1	0.35%	Increased
2083	EQF Evergreen Quality Fund Grand Cayman, Cayman Islands	$6.92M	+$6.23M	1	0.11%	New
2084	WCM Windward Capital Management Los Angeles, California	$6.9M	+$48.4K	1	0.52%	Increased
2085	SIAG Signet Investment Advisory Group Providence, Rhode Island	$6.89M	+$30.9K	2	3.03%	Increased
2086	BNA BankChampaign National Association Champaign, Illinois	$6.88M	+$943K	7	5.28%	Increased
2087	RAM Revere Asset Management Dallas, Texas	$6.87M	+$5.14M	1	2.64%	New
2088	TCM Turas Capital Management Boston, Massachusetts	$6.87M	+$6.58M	2	3.16%	New
2089	SWM Scissortail Wealth Management Tulsa, Oklahoma	$6.85M	-$171K	1	1.32%	Reduced
2090	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$6.85M	-$33.3K	2	0.33%	Reduced
2091	CIA Covington Investment Advisors Ligonier, Pennsylvania	$6.84M	+$350K	2	0.88%	Increased
2092	OF Outfitter Financial Brunswick, Maine	$6.81M	-$113K	2	4.77%	Reduced
2093	PWS Peloton Wealth Strategists Indianapolis, Indiana	$6.79M	-$279K	1	2.51%	Reduced
2094	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$6.78M	+$183K	7	1.39%	Increased
2095	Thornburg Investment Management Santa Fe, New Mexico	$6.75M	-$30.1M	1	0.06%	Reduced
2096	SGA Strategic Global Advisors Newport Beach, California	$6.74M	-$8.46M	1	0.96%	Reduced
2097	VRM Vectors Research Management New York	$6.74M	-$1.11M	3	1.76%	Reduced
2098	FAM Fairtree Asset Management Bellville, Cape Town, South Africa	$6.73M	-$536K	4	2.58%	Reduced
2099	SMC Smith, Moore & Co Clayton, Missouri	$6.73M	+$327K	7	0.44%	Increased
2100	MPWS McCarter Private Wealth Services Boston, Massachusetts	$6.72M	-$1.27M	2	2.32%	Reduced