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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
651	GIM Goelzer Investment Management Carmel, Indiana	$9.48M	-$2.87M	2	1.43%	Reduced
652	SM Selkirk Management Chatham, New Jersey	$9.4M	+$293K	1	5.61%	Increased
653	Barings Charlotte, North Carolina	$9.39M	-$5.23M	6	0.21%	Reduced
654	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$9.38M	-$531K	3	1.06%	Reduced
655	JP Morgan Private Wealth Advisors San Francisco, California	$9.34M	+$384K	7	0.11%	Increased
656	GLI Guardian Life Insurance New York	$9.28M	-$227K	5	0.94%	Reduced
657	Carson Wealth (CWM LLC) Omaha, Nebraska	$9.28M	-$15.9M	2	1.13%	Reduced
658	WBG Wharton Business Group Malvern, Pennsylvania	$9.23M	+$2.31M	1	0.76%	Increased
659	BHTS Bar Harbor Trust Services Ellsworth, Maine	$9.13M	+$1.11M	3	3.92%	Increased
660	AC Ascend Capital Orinda, California	$9.09M	-$11.7M	1	0.35%	Reduced
661	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$9.05M	+$578K	2	0.61%	Increased
662	PP Paloma Partners Greenwich, Connecticut	$9.04M	+$3.55M	8	0.39%	Increased
663	TCM Twin Capital Management Mcmurray, Pennsylvania	$9.04M	-$146K	3	0.86%	Reduced
664	Personal Capital Advisors Redwood City, California	$9.03M	-$740K	2	0.92%	Reduced
665	FPCM Fox Point Capital Management New York	$9.03M	$0	1	5.4%	Maintained
666	BRCA Birch Run Capital Advisors Dallas, Texas	$8.83M	$0	1	2.15%	Maintained
667	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$8.82M	-$1.05M	1	1.12%	Reduced
668	BP Boston Provident Englewood, New Jersey	$8.77M	+$9.98K	1	2.48%	Increased
669	BREA Barings Real Estate Advisers Hartford, Connecticut	$8.76M	+$8.35M	1	4.35%	New
670	WIC Willis Investment Counsel Gainesville, Georgia	$8.75M	+$4.09M	2	0.82%	Increased
671	BCMNY Buckingham Capital Management (New York) New York	$8.74M	+$269K	1	0.77%	Increased
672	CA Callahan Advisors Houston, Texas	$8.74M	+$76.1K	2	2.57%	Increased
673	AFIA America First Investment Advisors Omaha, Nebraska	$8.61M	+$64.6K	1	3.65%	Increased
674	OCM Olstein Capital Management Purchase, New York	$8.61M	+$4.22M	1	1.05%	Increased
675	OA OFI Advisors Philadelphia, Pennsylvania	$8.59M	+$576K	12	0.55%	Increased