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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	LCM Landscape Capital Management Englewood, New Jersey	$1.78M	+$316K	2	0.87%	Increased
1077	QCM Quadrant Capital Management Fairfield, New Jersey	$1.77M	+$15.4K	2	1.53%	Increased
1078	PMFA Plante Moran Financial Advisors Southfield, Michigan	$1.77M	+$16.2K	5	1.3%	Increased
1079	TCM Tributary Capital Management Omaha, Nebraska	$1.77M	-$1.56M	1	0.3%	Reduced
1080	III Independent Investors Inc Nesconset, New York	$1.76M	-$38.4K	1	0.78%	Reduced
1081	Laird Norton Wetherby Wealth Management San Francisco, California	$1.75M	-$8.97K	4	0.44%	Reduced
1082	DIA Dean Investment Associates Beavercreek, Ohio	$1.75M	-$475K	2	0.4%	Reduced
1083	SGAM Steinberg Global Asset Management Boca Raton, Florida	$1.75M	+$67.8K	2	0.38%	Increased
1084	PAM Peninsula Asset Management Bradenton, Florida	$1.75M	-$10.4K	1	1.43%	Reduced
1085	VFS VSR Financial Services Overland Park, Kansas	$1.74M	+$2.91K	3	0.2%	Increased
1086	Azimuth Capital Management Bloomfield Hills, Michigan	$1.74M	+$1M	2	0.18%	Increased
1087	Rathbones Group Liverpool, United Kingdom	$1.73M	+$389K	2	0.11%	Increased
1088	Evercore Wealth Management New York	$1.73M	+$44.7K	5	0.09%	Increased
1089	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$1.71M	$0	2	0.34%	Maintained
1090	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1.71M	-$10.3K	5	0.04%	Reduced
1091	PAM Princeton Alpha Management Princeton Junction, New Jersey	$1.71M	-$658K	3	0.48%	Reduced
1092	NVIM New Vernon Investment Management Highland Park, Illinois	$1.7M	+$1.65M	1	1.15%	New
1093	ARM Adirondack Research & Management Guilderland, New York	$1.7M	+$47.4K	2	0.63%	Increased
1094	KIA KCM Investment Advisors Greenbrae, California	$1.69M	+$5.82K	2	0.14%	Increased
1095	AWA Arete Wealth Advisors Chicago, Illinois	$1.66M	+$691K	1	1.17%	Increased
1096	CI Constellation Investments Montgomery, Ohio	$1.64M	+$72.8K	4	0.33%	Increased
1097	RIM Regent Investment Management Louisville, Kentucky	$1.64M	-$67.9K	2	0.84%	Reduced
1098	CGC Cloud Gate Capital Chicago, Illinois	$1.64M	+$1.56M	1	1.64%	New
1099	RT Rockland Trust Hanover, Massachusetts	$1.64M	+$42.2K	2	0.34%	Increased
1100	CCM Catawba Capital Management Roanoke, Virginia	$1.64M	$0	1	0.38%	Maintained