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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
2151	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$6.32M	+$2.1M	4	6.2%	Increased
2152	DA Dover Advisors Richmond, Virginia	$6.31M	+$643K	4	2.58%	Increased
2153	TC Tairen Capital Hong Kong	$6.29M	+$2.2M	1	0.56%	Increased
2154	DAM DLD Asset Management New York	$6.29M	+$3.23M	1	0.42%	Increased
2155	Saba Capital Management New York	$6.27M	+$892K	3	0.16%	Increased
2156	AU Algebris (UK) London, United Kingdom	$6.26M	-$2.41M	5	0.41%	Reduced
2157	NB NBT Bank Norwich, New York	$6.26M	-$9.32K	9	0.41%	Reduced
2158	MKA M. Kulyk & Associates Decatur, Georgia	$6.25M	-$243K	3	1.02%	Reduced
2159	RP RIHO Partners Tucson, Arizona	$6.25M	-$19.4K	1	3.52%	Reduced
2160	HCM Howland Capital Management Boston, Massachusetts	$6.25M	-$166K	3	0.23%	Reduced
2161	FNB Farmers National Bank Danville, Kentucky	$6.24M	+$924K	1	1.3%	Increased
2162	RRA Round Rock Advisors Wilton, Connecticut	$6.24M	+$524K	6	0.8%	Increased
2163	CAM Claret Asset Management Montreal, Quebec, Canada	$6.24M	-$14.6K	11	0.67%	Reduced
2164	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$6.23M	+$2.82M	14	1.39%	Increased
2165	EC Elequin Capital New York	$6.23M	+$5.51M	11	0.19%	Increased
2166	CX Institutional Auburn, Indiana	$6.22M	-$205K	17	0.18%	Reduced
2167	BAM Ballast Asset Management Dallas, Texas	$6.2M	-$2.77M	1	2.47%	Reduced
2168	SCA St. Clair Advisors Mayfield Hts, Ohio	$6.19M	$0	1	1.59%	Maintained
2169	Howard Capital Management Roswell, Georgia	$6.19M	+$3.97M	9	0.07%	Increased
2170	TFA Toth Financial Advisory Leesburg, Virginia	$6.18M	+$1.45M	18	0.6%	Increased
2171	CUAMC China Universal Asset Management Company Shanghai, China	$6.18M	+$573K	3	0.37%	Increased
2172	CT Chicago Trust Grayslake, Illinois	$6.17M	+$632K	9	0.89%	Increased
2173	SAM Socorro Asset Management Dallas, Texas	$6.17M	-$230K	1	2.77%	Reduced
2174	SC Shuttleworth & Co Powell, Ohio	$6.17M	+$479K	2	4.94%	Increased
2175	FBT First Bankers Trust Louisville, Kentucky	$6.17M	+$1.58M	3	1.92%	Increased