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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
2126	Caisse Des Depots Et Consignations Paris, France	$6.52M	-$947K	4	0.11%	Reduced
2127	HA Harfst & Associates Sheridan, Wyoming	$6.52M	-$160K	2	1.01%	Reduced
2128	SA Strategic Advisors New York	$6.51M	-$2.16M	1	1.42%	Reduced
2129	Cullen Capital Management New York	$6.5M	-$73.4K	2	0.06%	Reduced
2130	CIC Cincinnati Indemnity Company Fairfield, Ohio	$6.5M	$0	1	15.84%	Maintained
2131	AGM Alpine Global Management New York	$6.49M	+$4.97M	5	1.06%	Increased
2132	SSG Summit Securities Group New York	$6.49M	+$569K	18	0.62%	Increased
2133	DSCM Divisadero Street Capital Management Miami, Florida	$6.48M	+$4.55M	1	0.15%	Increased
2134	CA Continuum Advisory Eagle, Idaho	$6.48M	+$564K	20	0.52%	Increased
2135	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$6.47M	-$20.2K	1	1.79%	Reduced
2136	MA McBroom & Associates Las Vegas, Nevada	$6.46M	+$6.12M	1	3.25%	New
2137	PMA Prudent Man Advisors Naperville, Illinois	$6.46M	+$2.28M	5	1.48%	Increased
2138	GIS Graphene Investments SAS Paris, France	$6.45M	-$3.74M	2	3.76%	Reduced
2139	PFA Pathway Financial Advisers Auburn, Indiana	$6.45M	+$131K	4	1.63%	Increased
2140	HCG Haven Capital Group Westlake Village, California	$6.44M	+$55.2K	2	5.17%	Increased
2141	SIM SWP Investment Management Independence, Ohio	$6.44M	+$984K	2	4.45%	Increased
2142	CCG Cypress Capital Group Palm Beach, Florida	$6.43M	+$1.71M	4	0.6%	Increased
2143	CSUI Cincinnati Specialty Underwriters Insurance Fairfield, Ohio	$6.41M	$0	1	1.43%	Maintained
2144	Heard Capital LLC Chicago, Illinois	$6.39M	$0	2	0.27%	Maintained
2145	WIM WealthPlan Investment Management Omaha, Nebraska	$6.39M	+$34.3K	6	0.32%	Increased
2146	MIG McGuire Investment Group Wakefield, Rhode Island	$6.38M	+$5.01M	2	0.56%	Increased
2147	MCF Advisors Covington, Kentucky	$6.38M	+$673K	20	0.23%	Increased
2148	MIM Monashee Investment Management Boston, Massachusetts	$6.37M	-$4.71M	2	10.7%	Reduced
2149	CCM Capstone Capital Management Hong Kong,	$6.35M	+$7M	5	2.84%	New
2150	SL Sentinus LLC Oak Brook, Illinois	$6.34M	+$330K	10	0.51%	Increased