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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
2426	TIM Tortoise Investment Management White Plains, New York	$4K	-$7.6K	2	0%	Reduced
2427	AP Arlington Partners Birmingham, Alabama	$3K	-$40K	1	0%	Reduced
2428	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$2K	+$1.78K	1	0%	New
2429	MCM MV Capital Management Bethesda, Maryland	$2K	-$3.51K	1	0%	Reduced
2430	AW Avion Wealth The Woodlands, Texas	$1K	$0	1	0%	Maintained
2431	BAMG Brand Asset Management Group Chesterfield, Missouri	$1K	$0	1	0%	Maintained
2432	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$487	+$473	1	0%	New
2433	HR Hayden Royal Charlotte, North Carolina	$75	$0	1	0%	Maintained
2434	ACC Accident Compensation Corp Wellington, New Zealand	$0	-$496K	0	–	Closed
2435	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$0	-$181K	0	–	Closed
2436	ACA Ackerman Capital Advisors Dallas, Texas	$0	-$233K	0	–	Closed
2437	Advisory Alpha Holland, Michigan	$0	-$63.4K	0	–	Closed
2438	AlphaCore Capital La Jolla, California	$0	-$24K	0	–	Closed
2439	Americana Partners Houston, Texas	$0	-$292K	0	–	Closed
2440	AAIM American Assets Investment Management San Diego, California	$0	-$5.9M	0	–	Closed
2441	AC Antara Capital New York	$0	-$519K	0	–	Closed
2442	AWAM Appian Way Asset Management New York	$0	-$1.76M	0	–	Closed
2443	AQR Arbitrage Greenwich, Connecticut	$0	-$5.15M	0	–	Closed
2444	AC Aristides Capital Louisville, Kentucky	$0	-$401K	0	–	Closed
2445	ACA Ascension Capital Advisors Houston, Texas	$0	-$8K	0	–	Closed
2446	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$0	-$4.92M	0	–	Closed
2447	BII Bainco International Investors Boston, Massachusetts	$0	-$5K	0	–	Closed
2448	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$0	-$18K	0	–	Closed
2449	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$7.37M	0	–	Closed
2450	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$0	-$18K	0	–	Closed