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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
1126	SG Swarthmore Group Philadelphia, Pennsylvania	$862K	-$28.6M	1	0.11%	Reduced
1127	GLI Guardian Life Insurance New York	$858K	+$1.39K	4	0.07%	Increased
1128	Clifford Swan Investment Counsel Pasadena, California	$854K	-$26.9K	1	0.07%	Reduced
1129	LCM Liberty Capital Management Birmingham, Michigan	$848K	-$66.8K	1	0.67%	Reduced
1130	IRS Invictus RG (Singapore) Singapore	$846K	+$161K	3	0.72%	Increased
1131	ACI Advance Capital I Southfield, Michigan	$845K	+$217K	1	0.43%	Increased
1132	SI SII Investments Appleton, Wisconsin	$844K	+$8.06K	1	0.2%	Increased
1133	SC Saiers Capital New York	$840K	-$725K	1	0.12%	Reduced
1134	GIM Guardian Investment Management Tiburon, California	$838K	$0	1	1.14%	Maintained
1135	VFS VSR Financial Services Overland Park, Kansas	$838K	+$89K	2	0.15%	Increased
1136	PGA Portland Global Advisors Portland, Maine	$834K	$0	1	0.56%	Maintained
1137	FM Foster & Motley Cincinnati, Ohio	$827K	+$112K	2	0.22%	Increased
1138	Advent Capital Management New York	$826K	+$366K	2	0.01%	Increased
1139	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$821K	+$335K	2	0.1%	Increased
1140	LCM Logan Capital Management Newtown Square, Pennsylvania	$815K	+$660K	1	0.06%	Increased
1141	AMIM Aull & Monroe Investment Management Mobile, Alabama	$812K	$0	1	0.53%	Maintained
1142	BOS Bingham Osborn & Scarborough San Francisco, California	$808K	$0	1	0.13%	Maintained
1143	Sarofim Fayez Houston, Texas	$805K	+$794K	1	0%	New
1144	Wolverine Asset Management Chicago, Illinois	$803K	+$784K	2	0.02%	Increased
1145	AFG American Financial Group Cincinnati, Ohio	$792K	$0	1	0.07%	Maintained
1146	WSA Willow Street Advisors Naples, Florida	$788K	-$40.3K	1	0.49%	Reduced
1147	Jones Financial Companies Des Peres, Missouri	$787K	-$407K	4	0.01%	Reduced
1148	TCOTO Trust Company of the Ozarks Springfield, Missouri	$785K	$0	1	0.25%	Maintained
1149	Mizuho Securities USA New York	$779K	-$134K	1	0.05%	Reduced
1150	PCM Parsons Capital Management Providence, Rhode Island	$779K	$0	1	0.13%	Maintained