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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	Optas LLC Austin, Texas	$320K	+$327K	1	0.1%	New
2152	Quilter Plc London, United Kingdom	$320K	-$347K	2	0.01%	Reduced
2153	Ironwood Investment Counsel Scottsdale, Arizona	$318K	+$20.8K	1	0.09%	Increased
2154	Palisade Capital Management Fort Lee, New Jersey	$318K	-$185K	2	0.01%	Reduced
2155	Financial Partners Group (Kansas) Overland Park, Kansas	$317K	+$323K	1	0.11%	New
2156	ACM AUA Capital Management Camp Hill, Pennsylvania	$316K	+$82K	5	0.26%	Increased
2157	CCM CWH Capital Management Spokane, Washington	$316K	+$303K	1	0.14%	New
2158	BIA Bigelow Investment Advisors Portland, Maine	$314K	-$7.92K	1	0.19%	Reduced
2159	WCM WealthBridge Capital Management Westerville, Ohio	$313K	+$321K	1	0.16%	New
2160	Certuity North Palm Beach, Florida	$312K	-$89.9K	1	0.12%	Reduced
2161	CMO Covenant Multifamily Offices San Antonio, Texas	$312K	-$484K	1	0.06%	Reduced
2162	Fulton Breakefield Broenniman Bethesda, Maryland	$312K	+$9.9K	1	0.04%	Increased
2163	Perigon Wealth Management San Francisco, California	$312K	-$220K	1	0.04%	Reduced
2164	WIM Wittenberg Investment Management Carlisle, Massachusetts	$312K	$0	1	0.17%	Maintained
2165	BCM Buckhead Capital Management Atlanta, Georgia	$309K	$0	1	0.09%	Maintained
2166	CMI Clare Market Investments Dallas, Texas	$308K	+$315K	1	0.15%	New
2167	WIM Wilen Investment Management Bonita Springs, Florida	$308K	-$19.6K	1	0.33%	Reduced
2168	NISOA National Investment Services of America Milwaukee, Wisconsin	$305K	$0	1	0.43%	Maintained
2169	CA Cambridge Advisors Omaha, Nebraska	$299K	$0	1	0.09%	Maintained
2170	KAM Karani Asset Management New York	$298K	$0	1	0.2%	Maintained
2171	CP Camelot Portfolios Maumee, Ohio	$297K	-$89.3K	1	0.19%	Reduced
2172	Robotti Robert	$297K	$0	1	0.11%	Maintained
2173	EH Employers Holdings Reno, Nevada	$296K	-$992K	2	0.2%	Reduced
2174	Baker Avenue Asset Management San Francisco, California	$294K	-$227K	1	0.02%	Reduced
2175	MFS Madrona Financial Services Everett, Washington	$294K	-$749	1	0.18%	Reduced