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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	PCTC Perkins Coie Trust Company Seattle, Washington	$1.17M	+$15.6K	2	0.94%	Increased
1127	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.16M	+$160K	1	0.91%	Increased
1128	DLG Daniel L. Goodwin	$1.15M	+$175K	2	0.31%	Increased
1129	KCA KR Capital Advisors New York	$1.15M	-$1.95M	1	0.81%	Reduced
1130	PRC Platte River Capital Denver, Colorado	$1.15M	-$1.01M	2	1.06%	Reduced
1131	MNBTD Moody National Bank Trust Division Galveston, Texas	$1.14M	+$596K	2	0.09%	Increased
1132	BAS Brown Advisory Securities Baltimore, Maryland	$1.14M	-$338K	2	0.41%	Reduced
1133	NVIM New Vernon Investment Management Highland Park, Illinois	$1.14M	$0	1	0.89%	Maintained
1134	BBI Baxter Bros Inc Riverside, Connecticut	$1.14M	$0	1	0.42%	Maintained
1135	MPAM Monarch Partners Asset Management Boston, Massachusetts	$1.13M	-$94.4K	1	0.14%	Reduced
1136	CCG Cypress Capital Group Palm Beach, Florida	$1.13M	$0	1	0.28%	Maintained
1137	Meiji Yasuda Life Insurance Tokyo, Japan	$1.13M	+$8.62K	2	0.19%	Increased
1138	PCM Princeton Capital Management Red Bank, New Jersey	$1.12M	+$118K	1	1.27%	Increased
1139	WA WealthTrust Axiom Wayne, Pennsylvania	$1.12M	-$119K	1	0.46%	Reduced
1140	CCM Catawba Capital Management Roanoke, Virginia	$1.11M	-$182K	1	0.3%	Reduced
1141	TH Timber Hill Greenwich, Connecticut	$1.11M	-$4.15M	1	0%	Reduced
1142	E. Ohman J:or Asset Management Stockholm, Sweden	$1.11M	-$137K	5	0.3%	Reduced
1143	RIG Roosevelt Investment Group New York	$1.11M	$0	1	0.07%	Maintained
1144	RU RobecoSam USA New York	$1.11M	+$305K	2	1.6%	Increased
1145	Crawford Investment Counsel Atlanta, Georgia	$1.1M	-$444K	2	0.05%	Reduced
1146	PG Patten Group Chattanooga, Tennessee	$1.1M	-$7.41K	4	0.57%	Reduced
1147	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.1M	$0	1	0.14%	Maintained
1148	Douglass Winthrop Advisors New York	$1.1M	-$32.7K	2	0.09%	Reduced
1149	BP Boston Provident Englewood, New Jersey	$1.1M	-$5.37M	1	0.94%	Reduced
1150	Algert Global San Francisco, California	$1.1M	+$56.5K	1	0.61%	Increased