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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
951	Homestead Advisers Arlington, Virginia	$5.43M	$0	1	0.11%	Maintained
952	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$5.42M	-$74.5K	1	3.87%	Reduced
953	FQ First Quadrant Glendale, California	$5.39M	-$345K	8	0.51%	Reduced
954	People's United Financial Bridgeport, Connecticut	$5.37M	-$242K	5	0.15%	Reduced
955	Boston Trust Walden Boston, Massachusetts	$5.36M	+$509K	2	0.07%	Increased
956	M MOTCO San Antonio, Texas	$5.34M	+$554K	4	0.48%	Increased
957	Dean Investment Associates Beavercreek, Ohio	$5.33M	+$26.3K	1	0.78%	Increased
958	OCM Olstein Capital Management Purchase, New York	$5.32M	-$972K	1	0.83%	Reduced
959	Virtu Financial New York	$5.32M	+$2.28M	12	0.42%	Increased
960	PAM Private Asset Management San Diego, California	$5.3M	-$313K	1	0.92%	Reduced
961	WIS Wright Investors Service Shelton, Connecticut	$5.28M	+$3.14M	3	1.9%	Increased
962	APSI Asset Planning Services Inc Covington, Louisiana	$5.27M	-$116K	1	3.42%	Reduced
963	SCM Silvant Capital Management Atlanta, Georgia	$5.26M	+$1.16M	4	1.04%	Increased
964	Loews Corp New York	$5.24M	-$3.58M	2	0.04%	Reduced
965	Lincoln National Corp Radnor, Pennsylvania	$5.22M	+$233K	4	0.19%	Increased
966	PC Pecaut & Co Sioux City, Iowa	$5.22M	-$109K	1	3.63%	Reduced
967	DF Donoghue Forlines Boston, Massachusetts	$5.2M	-$2.76M	3	0.74%	Reduced
968	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$5.16M	+$101K	1	1.07%	Increased
969	Paradigm Capital Management Inc Albany, New York	$5.15M	-$7.69M	2	0.46%	Reduced
970	FSCM First Sabrepoint Capital Management Dallas, Texas	$5.15M	+$5.08M	1	2.3%	New
971	Corient Capital Partners Newport Beach, California	$5.14M	+$861K	5	0.73%	Increased
972	Deltec Asset Management New York	$5.11M	-$97K	3	1.29%	Reduced
973	DCM Decatur Capital Management Decatur, Georgia	$5.11M	-$1.8M	1	1.26%	Reduced
974	CCM Cadence Capital Management Boston, Massachusetts	$5.1M	-$147K	5	0.72%	Reduced
975	Empyrean Capital Partners Los Angeles, California	$5.1M	$0	1	0.27%	Maintained