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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
2176	LFDLE La Financiere de L'Echiquier Paris, France	$0	-$6.63M	0	–	Closed
2177	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$0	-$2.3M	0	–	Closed
2178	LC Landaas & Company Milwaukee, Wisconsin	$0	-$71K	0	–	Closed
2179	LHC Lodge Hill Capital New York	$0	-$17.3M	0	–	Closed
2180	LPC Long Pond Capital New York	$0	-$65M	0	–	Closed
2181	MIM Macroview Investment Management Bethesda, Maryland	$0	-$3K	0	–	Closed
2182	MS Marshall & Sullivan Seattle, Washington	$0	-$68K	0	–	Closed
2183	MWM Mascoma Wealth Management Hanover, New Hampshire	$0	-$3K	0	–	Closed
2184	MAG Millrace Asset Group Berwyn, Pennsylvania	$0	-$429K	0	–	Closed
2185	NPP New Potomac Partners Bethesda, Maryland	$0	-$1K	0	–	Closed
2186	NTC NF Trinity Capital Central, Hong Kong	$0	-$4.3M	0	–	Closed
2187	Nikko Asset Management Americas New York	$0	-$4.37M	0	–	Closed
2188	NMC Nine Masts Capital Central, Hong Kong	$0	-$4.23M	0	–	Closed
2189	NO Ninety One Cape Town, South Africa	$0	-$4.3M	0	–	Closed
2190	OAM Oak Asset Management Westlake Village, California	$0	-$309K	0	–	Closed
2191	OWIM Old West Investment Management Los Angeles, California	$0	-$924K	0	–	Closed
2192	PCM Palouse Capital Management Spokane, Washington	$0	-$6.34M	0	–	Closed
2193	PL Parkwood LLC Cleveland, Ohio	$0	-$2.47M	0	–	Closed
2194	PFA Pathway Financial Advisors South Burlington, Vermont	$0	-$278K	0	–	Closed
2195	PCM Perkins Capital Management Wayzata, Minnesota	$0	-$238K	0	–	Closed
2196	PCM Piermont Capital Management St. Louis, Missouri	$0	-$852K	0	–	Closed
2197	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$0	-$3K	0	–	Closed
2198	PCM Poehling Capital Management Madison, Wisconsin	$0	-$102K	0	–	Closed
2199	PS Portfolio Strategies Monsey, New York	$0	$0	1	0%	Maintained
2200	PIMC Praesidium Investment Management Company New York	$0	-$26.4M	0	–	Closed