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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
826	CIG Consolidated Investment Group Englewood, Colorado	$3.97M	+$3.99M	1	1.84%	New
827	MC Moors & Cabot Boston, Massachusetts	$3.96M	-$729K	2	0.73%	Reduced
828	DCM Dupont Capital Management Wilmington, Delaware	$3.91M	-$524K	1	0.1%	Reduced
829	MUFG Americas New York	$3.9M	-$285K	7	0.15%	Reduced
830	Los Angeles Capital Management Los Angeles, California	$3.89M	-$957K	6	0.04%	Reduced
831	DP Dearborn Partners Chicago, Illinois	$3.86M	-$35.7K	2	0.39%	Reduced
832	PCM Portolan Capital Management Boston, Massachusetts	$3.85M	+$4.18M	1	0.51%	New
833	ACM Argent Capital Management St Louis, Missouri	$3.82M	+$505K	1	0.19%	Increased
834	DAM Deltec Asset Management New York	$3.82M	+$1.68M	3	0.95%	Increased
835	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$3.81M	-$7.33M	1	0.08%	Reduced
836	NAM NorthCoast Asset Management Greenwich, Connecticut	$3.8M	-$1.35M	1	0.21%	Reduced
837	Diversified Trust Memphis, Tennessee	$3.74M	+$25.1K	2	0.4%	Increased
838	OMERS Administration Corp Toronto, Ontario, Canada	$3.73M	-$1.69M	3	0.11%	Reduced
839	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$3.71M	-$276K	3	0.43%	Reduced
840	SIM Sentry Investment Management Stevens Point, Wisconsin	$3.71M	-$525K	5	0.18%	Reduced
841	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$3.69M	+$120K	1	0.43%	Increased
842	ACP Ashfield Capital Partners San Francisco, California	$3.65M	+$53.6K	2	0.23%	Increased
843	Dynamic Advisor Solutions Phoenix, Arizona	$3.65M	+$609K	1	1.84%	Increased
844	Raymond James Trust St. Petersburg, Florida	$3.64M	-$1.02M	6	0.41%	Reduced
845	TBA Train Babcock Advisors New York	$3.63M	-$8.15K	1	1.29%	Reduced
846	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$3.58M	+$17.8K	2	2.94%	Increased
847	GCA Gideon Capital Advisors New York	$3.54M	-$679K	5	2.07%	Reduced
848	AIA Alerus Investment Advisors Wayzata, Minnesota	$3.53M	-$586K	1	0.62%	Reduced
849	CANC Culbertson A N & Co Charlottesville, Virginia	$3.51M	+$19.6K	1	1.48%	Increased
850	CAM Cypress Asset Management Houston, Texas	$3.49M	-$25.1K	1	0.73%	Reduced