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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
1051	KCMRT Kemper Corp Master Retirement Trust Chicago, Illinois	$1.29M	+$35.4K	1	0.52%	Increased
1052	NCM Newland Capital Management New York	$1.29M	+$821K	1	1.66%	Increased
1053	Laird Norton Wetherby Wealth Management San Francisco, California	$1.29M	+$111K	4	0.4%	Increased
1054	ANI American National Insurance Galveston, Texas	$1.28M	$0	1	0.09%	Maintained
1055	Amalgamated Bank New York	$1.28M	-$30K	2	0.41%	Reduced
1056	PSCM Prince Street Capital Management New York	$1.28M	$0	1	1.69%	Maintained
1057	BAS Brown Advisory Securities Baltimore, Maryland	$1.28M	+$258K	2	0.56%	Increased
1058	HCS Harvest Capital Strategies San Francisco, California	$1.26M	+$1.21M	1	0.08%	New
1059	WA WFG Advisors Dallas, Texas	$1.25M	-$161K	10	0.19%	Reduced
1060	TCM Telos Capital Management San Diego, California	$1.25M	+$29.2K	2	1.01%	Increased
1061	WRM Westport Resources Management Westport, Connecticut	$1.24M	+$201K	5	0.41%	Increased
1062	Jupiter Asset Management London, United Kingdom	$1.24M	-$352K	1	0.05%	Reduced
1063	Moneta Group Investment Advisors St Louis, Missouri	$1.24M	-$23.5K	1	0.81%	Reduced
1064	FA FDx Advisors Chicago, Illinois	$1.22M	-$467K	5	0.14%	Reduced
1065	MM Midas Management New York	$1.21M	$0	1	0.78%	Maintained
1066	Gofen & Glossberg Chicago, Illinois	$1.21M	-$110K	2	0.06%	Reduced
1067	Oaktree Capital Management Los Angeles, California	$1.21M	+$263K	1	0.02%	Increased
1068	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.2M	-$6.18K	1	1.22%	Reduced
1069	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.2M	-$30.2K	1	0.71%	Reduced
1070	KIG Kessler Investment Group Columbus, Indiana	$1.19M	-$360K	1	3.24%	Reduced
1071	NB NBT Bank Norwich, New York	$1.18M	-$7.68K	2	0.18%	Reduced
1072	HC HHG & Company Darien, Connecticut	$1.17M	+$66K	2	0.47%	Increased
1073	CAM Carret Asset Management New York	$1.15M	-$3.72K	2	0.26%	Reduced
1074	PGIM Pacific Global Investment Management Glendale, California	$1.15M	+$245K	1	0.22%	Increased
1075	DCM DAFNA Capital Management Los Angeles, California	$1.15M	-$163K	1	1.25%	Reduced