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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	Amica Mutual Insurance Providence, Rhode Island	$6.45M	-$2.2M	5	0.81%	Reduced
827	Homestead Advisers Arlington, Virginia	$6.42M	$0	1	0.1%	Maintained
828	Cumberland Partners Toronto, Ontario, Canada	$6.39M	-$1.23M	1	0.9%	Reduced
829	PWM Patriot Wealth Management Houston, Texas	$6.38M	+$162K	1	0.91%	Increased
830	Capital Impact Advisors Boston, Massachusetts	$6.38M	+$1.29M	3	2.62%	Increased
831	Mogy Joel R Investment Counsel Beverly Hills, California	$6.36M	+$202K	2	0.99%	Increased
832	Cigna Investments Bloomfield, Connecticut	$6.35M	-$323K	8	0.43%	Reduced
833	CG Clinton Group New York	$6.34M	-$3.13M	2	0.68%	Reduced
834	Moors & Cabot Boston, Massachusetts	$6.34M	+$86.4K	3	0.84%	Increased
835	Sumitomo Life Insurance Tokyo, Japan	$6.32M	-$469K	4	0.84%	Reduced
836	MIP Marietta Investment Partners Milwaukee, Wisconsin	$6.31M	+$193K	1	1.89%	Increased
837	AIM Arcadia Investment Management Kalamazoo, Michigan	$6.31M	-$8.26K	2	1.78%	Reduced
838	NS Partners London, United Kingdom	$6.28M	+$6.32M	1	0.67%	New
839	Raymond James Trust St. Petersburg, Florida	$6.25M	-$470K	8	0.43%	Reduced
840	Nicholas Investment Partners Rancho Santa Fe, California	$6.25M	+$3.09M	1	0.45%	Increased
841	Karpus Investment Management Pittsford, New York	$6.24M	+$3.7M	1	0.28%	Increased
842	TCCM Timber Creek Capital Management Boston, Massachusetts	$6.24M	-$8.68K	1	3.94%	Reduced
843	Amica Pension Fund Board of Trustees Providence, Rhode Island	$6.23M	-$1.99M	5	0.85%	Reduced
844	Southeastern Asset Management Memphis, Tennessee	$6.21M	+$7.06M	1	0.08%	New
845	Edge Wealth Management New York	$6.17M	-$876K	3	1.64%	Reduced
846	MFWM Motley Fool Wealth Management Alexandria, Virginia	$6.09M	+$426K	1	0.45%	Increased
847	PS Pensionfund Sabic Sittard, Netherlands	$6.08M	+$1.26M	5	1.73%	Increased
848	MAP Moody Aldrich Partners Marblehead, Massachusetts	$6.06M	+$1.46M	4	3.89%	Increased
849	Van Hulzen Asset Management El Dorado Hills, California	$6.02M	+$579K	2	1.85%	Increased
850	Navellier & Associates Reno, Nevada	$6M	-$389K	5	0.91%	Reduced