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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
851	Sigma Planning Corp Ann Arbor, Michigan	$7.49M	+$2.36M	6	0.36%	Increased
852	TAM Tealwood Asset Management Minneapolis, Minnesota	$7.49M	-$1.48M	2	3.22%	Reduced
853	FM Foster & Motley Cincinnati, Ohio	$7.46M	+$279K	6	1.02%	Increased
854	SAM Sompo Asset Management Tokyo, Japan	$7.43M	+$548K	3	1.85%	Increased
855	BPIM Brant Point Investment Management New York	$7.39M	$0	1	0.72%	Maintained
856	MC Middleton & Co Boston, Massachusetts	$7.34M	-$120K	1	1.13%	Reduced
857	CC Crosslink Capital Menlo Park, California	$7.26M	-$4.87M	1	1.88%	Reduced
858	PS Pensionfund Sabic Sittard, Netherlands	$7.25M	$0	5	2.21%	Maintained
859	ARMC American Research & Management Company Marion, Massachusetts	$7.2M	-$128K	2	2.17%	Reduced
860	Carnegie Investment Counsel Pepper Pike, Ohio	$7.18M	-$163K	2	0.46%	Reduced
861	AAIM American Assets Investment Management San Diego, California	$7.17M	$0	3	1.15%	Maintained
862	HBK Investments Dallas, Texas	$7.14M	-$9.11M	1	0.09%	Reduced
863	SSB Sandy Spring Bank Olney, Maryland	$7.11M	+$16K	5	0.56%	Increased
864	BPM Bowling Portfolio Management Cincinnati, Ohio	$7.1M	+$1.43M	4	1.19%	Increased
865	DR Davis Rea Toronto, Ontario, Canada	$7.04M	-$1.04M	1	5.15%	Reduced
866	ECM Estabrook Capital Management New York	$7.02M	-$112K	5	1.17%	Reduced
867	SW SVB Wealth Boston, Massachusetts	$7M	-$119K	5	0.14%	Reduced
868	TIAA FSB Jacksonville, Florida	$6.97M	+$56.3K	1	0.04%	Increased
869	ECM Everence Capital Management Goshen, Indiana	$6.95M	$0	10	1.13%	Maintained
870	ECG Edge Capital Group Atlanta, Georgia	$6.92M	-$52.3K	1	0.7%	Reduced
871	CIG Consolidated Investment Group Englewood, Colorado	$6.92M	$0	3	3.57%	Maintained
872	IAM ICM Asset Management Spokane, Washington	$6.92M	-$2.07M	2	5.34%	Reduced
873	ACM Adalta Capital Management New York	$6.91M	+$192K	2	4.58%	Increased
874	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$6.87M	+$411K	17	0.03%	Increased
875	Laird Norton Wetherby Wealth Management San Francisco, California	$6.86M	+$243K	9	0.72%	Increased