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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
1151	Thomaspartners Boston, Massachusetts	$776K	-$6.4K	1	0.03%	Reduced
1152	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$774K	$0	1	0.96%	Maintained
1153	SIM Spark Investment Management New York	$772K	+$115K	2	0.18%	Increased
1154	DA Dillon & Associates Jackson, Michigan	$769K	+$50.6K	1	0.43%	Increased
1155	SCM Seamans Capital Management Boston, Massachusetts	$768K	+$750K	1	0.92%	New
1156	RBF Capital San Francisco, California	$767K	$0	2	0.2%	Maintained
1157	BAM Barrett Asset Management New York	$762K	$0	1	0.07%	Maintained
1158	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$759K	-$7.05K	1	0.48%	Reduced
1159	IPRC Indices-Pac Research Corporation Montvale, New Jersey	$754K	+$193K	1	0.5%	Increased
1160	JC Jacobs & Co San Francisco, California	$752K	-$105K	1	0.26%	Reduced
1161	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$749K	-$76.1K	1	0.07%	Reduced
1162	WIL Winifred I. Li	$746K	-$65.1K	3	0.69%	Reduced
1163	ArrowMark Colorado Holdings Denver, Colorado	$739K	+$721K	1	0.02%	New
1164	RCM Reynolds Capital Management Las Vegas, Nevada	$733K	+$176K	3	0.47%	Increased
1165	RIL Rothschild Investment LLC Chicago, Illinois	$728K	+$288K	2	0.11%	Increased
1166	Park National Corp Newark, Ohio	$723K	-$1.28K	1	0.06%	Reduced
1167	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$721K	+$703K	1	0.58%	New
1168	CCM Credo Capital Management Baltimore, Maryland	$717K	-$2.76M	3	1.23%	Reduced
1169	NIM Nexus Investment Management Toronto, Ontario, Canada	$713K	$0	1	0.15%	Maintained
1170	AIM Arcadia Investment Management Kalamazoo, Michigan	$708K	+$758K	1	0.18%	New
1171	T TradeWorx Red Bank, New Jersey	$703K	+$683K	2	0.32%	New
1172	WOC West Oak Capital Westlake Village, California	$692K	+$21.1K	1	0.54%	Increased
1173	EC EJF Capital Arlington, Virginia	$690K	+$284K	1	0.05%	Increased
1174	FPA Fieldpoint Private Advisors New York	$690K	+$661K	1	0.42%	New
1175	WC Woodstock Corp Boston, Massachusetts	$690K	-$184K	2	0.14%	Reduced