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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
1101	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$987K	-$9.81K	7	0.05%	Reduced
1102	AEGON Asset Management (UK) Edinburgh, United Kingdom	$981K	+$939K	1	0.22%	New
1103	SIC SFE Investment Counsel Los Angeles, California	$967K	-$24K	1	0.47%	Reduced
1104	E. Ohman J:or Asset Management Stockholm, Sweden	$965K	$0	3	0.24%	Maintained
1105	Bartlett & Co Cincinnati, Ohio	$963K	-$32.5K	5	0.05%	Reduced
1106	CCT Capital City Trust Tallahassee, Florida	$952K	-$53.2K	1	0.42%	Reduced
1107	AF Arrow Financial Glens Falls, New York	$948K	+$183K	1	0.29%	Increased
1108	FA FMA Advisory Harrisburg, Pennsylvania	$945K	+$26K	1	0.38%	Increased
1109	Benjamin F. Edwards & Company St. Louis, Missouri	$925K	+$32.4K	3	0.34%	Increased
1110	BA Bard Associates Chicago, Illinois	$921K	-$3.05K	1	0.41%	Reduced
1111	MAA Mraz Amerine & Associates Modesto, California	$921K	-$47.4K	1	0.44%	Reduced
1112	AIM Assured Investment Management New York	$920K	+$881K	1	0.04%	New
1113	Capstone Investment Advisors New York	$918K	+$72.6K	1	0.01%	Increased
1114	CT Cambridge Trust Cambridge, Massachusetts	$914K	+$15K	2	0.09%	Increased
1115	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$905K	+$867K	2	0.15%	New
1116	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$898K	-$13.4K	1	0.62%	Reduced
1117	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$890K	-$14.5K	1	0.23%	Reduced
1118	BP Banyan Partners Palm Beach Gardens, Florida	$884K	+$862K	1	0.08%	New
1119	Birch Hill Investment Advisors Boston, Massachusetts	$882K	-$140K	1	0.1%	Reduced
1120	ZF Zhang Financial Portage, Michigan	$880K	$0	1	0.71%	Maintained
1121	1GA 1st Global Advisors Dallas, Texas	$878K	-$443K	2	0.18%	Reduced
1122	CTA Chesley Taft & Associates Chicago, Illinois	$876K	+$15.8K	1	0.1%	Increased
1123	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$868K	+$34K	1	0.12%	Increased
1124	Cetera Advisor Networks El Segundo, California	$868K	+$229K	2	0.08%	Increased
1125	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$865K	-$442K	2	0.18%	Reduced