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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	SSA South Street Advisors New York	$1.72M	+$235K	2	0.62%	Increased
1077	EFS Essex Financial Services Essex, Connecticut	$1.72M	+$239K	3	0.51%	Increased
1078	ACM Argent Capital Management St Louis, Missouri	$1.71M	-$29.9K	1	0.09%	Reduced
1079	TCM Tradition Capital Management Summit, New Jersey	$1.68M	-$4.36K	1	0.54%	Reduced
1080	RT Rockland Trust Hanover, Massachusetts	$1.68M	+$41.5K	2	0.37%	Increased
1081	WRM Westport Resources Management Westport, Connecticut	$1.68M	+$196K	5	0.46%	Increased
1082	PMFA Plante Moran Financial Advisors Southfield, Michigan	$1.67M	-$603K	5	1.46%	Reduced
1083	DLG Daniel L. Goodwin	$1.66M	+$1.19M	2	0.36%	Increased
1084	Stock Yards Bank & Trust Louisville, Kentucky	$1.65M	-$675K	2	0.25%	Reduced
1085	Laird Norton Wetherby Wealth Management San Francisco, California	$1.64M	+$109K	4	0.46%	Increased
1086	Douglass Winthrop Advisors New York	$1.63M	$0	1	0.15%	Maintained
1087	AT Arden Trust Wilmington, Delaware	$1.62M	+$1.47M	2	0.22%	Increased
1088	PCM Perkins Capital Management Wayzata, Minnesota	$1.62M	-$280K	1	1.37%	Reduced
1089	1GA 1st Global Advisors Dallas, Texas	$1.62M	+$23.6K	3	0.25%	Increased
1090	MIM Midwest Investment Management Cleveland, Ohio	$1.62M	+$97.2K	2	1.21%	Increased
1091	QCM Quadrant Capital Management Fairfield, New Jersey	$1.6M	-$11K	2	1.53%	Reduced
1092	RIM Regent Investment Management Louisville, Kentucky	$1.59M	-$9.71K	2	0.82%	Reduced
1093	NRS Neville Rodie & Shaw New York	$1.58M	-$296K	2	0.16%	Reduced
1094	SLG Stanley-Laman Group Berwyn, Pennsylvania	$1.57M	+$270K	1	0.31%	Increased
1095	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.56M	+$94.7K	2	0.22%	Increased
1096	KIA KCM Investment Advisors Greenbrae, California	$1.55M	-$65.4K	2	0.14%	Reduced
1097	TCOT Trust Company of Toledo Holland, Ohio	$1.54M	-$218K	3	0.51%	Reduced
1098	ARM Adirondack Research & Management Guilderland, New York	$1.54M	-$103K	1	0.57%	Reduced
1099	Meiji Yasuda Life Insurance Tokyo, Japan	$1.53M	-$169K	3	0.23%	Reduced
1100	DSC Duncker Streett & Co St. Louis, Missouri	$1.52M	-$8.8K	1	0.52%	Reduced