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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
1076	CYG Clean Yield Group Norwich, Vermont	$1.14M	+$32.6K	1	0.62%	Increased
1077	GF Gerstein Fisher New York	$1.14M	-$1.18M	1	0.25%	Reduced
1078	MIS Morningstar Investment Services Chicago, Illinois	$1.14M	+$46.2K	2	0.1%	Increased
1079	CEI Clark Estates Inc New York	$1.14M	+$1.28M	1	0.17%	New
1080	CCM Criterion Capital Management San Francisco, California	$1.14M	+$953K	1	0.04%	New
1081	NIM NuWave Investment Management Parsippany, New Jersey	$1.14M	-$614K	3	1.04%	Reduced
1082	CI Constellation Investments Montgomery, Ohio	$1.14M	+$73.4K	3	0.35%	Increased
1083	FCCM First City Capital Management Savannah, Georgia	$1.13M	+$480K	2	0.93%	Increased
1084	NCIM New Century Investment Management Southfield, Michigan	$1.12M	+$1.07M	1	0.76%	New
1085	RBA Richard Bernstein Advisors New York	$1.11M	+$164K	2	0.33%	Increased
1086	Choate Investment Advisors Boston, Massachusetts	$1.1M	-$92.7K	2	0.08%	Reduced
1087	Sterling Capital Management Charlotte, North Carolina	$1.08M	-$291K	2	0.01%	Reduced
1088	Mariner Overland Park, Kansas	$1.07M	+$19K	2	0.2%	Increased
1089	Livforsakringsbolaget Skandia Stockholm, Sweden	$1.04M	$0	2	0.72%	Maintained
1090	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$1.04M	-$106K	7	0.29%	Reduced
1091	FBT First Bankers Trust Louisville, Kentucky	$1.03M	-$21.5K	1	0.55%	Reduced
1092	WIC Willis Investment Counsel Gainesville, Georgia	$1.02M	$0	1	0.12%	Maintained
1093	NCA NCM Capital Advisers Durham, North Carolina	$1.01M	-$343K	2	1.12%	Reduced
1094	B BancorpSouth Tupelo, Mississippi	$1M	-$31.6K	1	0.12%	Reduced
1095	GHA GW Henssler & Associates Kennesaw, Georgia	$1M	+$3.9K	1	0.13%	Increased
1096	Dodge & Cox San Francisco, California	$1M	-$692K	1	0%	Reduced
1097	WAM Wood Asset Management Sarasota, Florida	$1M	-$295K	1	0.29%	Reduced
1098	Analytic Investors Los Angeles, California	$997K	+$998K	2	0.02%	New
1099	SAM Solaris Asset Management New York	$995K	+$34.4K	3	0.72%	Increased
1100	CK Carnick & Kubik Colorado Springs, Colorado	$989K	+$42.6K	1	1.51%	Increased