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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
701	MAM Mizuho Asset Management Tokyo, Japan	$7.47M	+$2.58M	7	1.35%	Increased
702	SSB Sandy Spring Bank Olney, Maryland	$7.46M	-$296K	4	0.85%	Reduced
703	TI Turner Investments Berwyn, Pennsylvania	$7.46M	-$180K	3	2.34%	Reduced
704	H Hexavest Montreal, Quebec, Canada	$7.44M	-$510K	2	0.11%	Reduced
705	Washington Trust Westerly, Rhode Island	$7.39M	+$158K	1	0.5%	Increased
706	Ameritas Investment Partners Lincoln, Nebraska	$7.25M	+$1.14M	7	0.47%	Increased
707	Janney Montgomery Scott Philadelphia, Pennsylvania	$7.24M	-$17.6M	3	0.15%	Reduced
708	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$7.22M	+$1.21M	2	2.32%	Increased
709	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$7.19M	+$6.22M	1	0.62%	New
710	CA Cullinan Associates Louisville, Kentucky	$7.18M	+$213K	2	0.58%	Increased
711	Empyrean Capital Partners Los Angeles, California	$7.15M	+$8.33M	1	0.32%	New
712	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$7.11M	-$1.36M	1	0.98%	Reduced
713	AC AFAM Capital Austin, Texas	$7.05M	+$22K	1	1.17%	Increased
714	KB Kimelman & Baird New York	$6.99M	-$13.4K	1	1.28%	Reduced
715	Advisor Group Phoenix, Arizona	$6.98M	+$6.76M	21	0.18%	New
716	SCA Snowden Capital Advisors New York	$6.98M	+$637K	3	2.11%	Increased
717	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$6.93M	$0	7	0.91%	Maintained
718	RA RiverPark Advisors New York	$6.91M	+$6.22M	1	3.38%	New
719	Quadrature Capital London, United Kingdom	$6.89M	+$4.33M	3	0.51%	Increased
720	FBP Flippin Bruce & Porter Lynchburg, Virginia	$6.88M	+$289K	1	2.04%	Increased
721	Parallax Volatility Advisers San Francisco, California	$6.84M	+$3.07M	8	0.01%	Increased
722	LIA LS Investment Advisors Bloomfield Hills, Michigan	$6.84M	+$6.38K	16	0.47%	Increased
723	LPL Financial San Diego, California	$6.82M	-$14.3M	9	0.06%	Reduced
724	DC Deere & Company Moline, Illinois	$6.81M	-$383K	8	0.37%	Reduced
725	ARTA A.R.T. Advisors New York	$6.78M	-$5.44M	9	0.34%	Reduced