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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	CC ClearArc Capital Cincinnati, Ohio	$1.4M	+$42.4K	3	0.29%	Increased
1152	BAS Brown Advisory Securities Baltimore, Maryland	$1.4M	-$62.7K	2	0.51%	Reduced
1153	DSC Duncker Streett & Co St. Louis, Missouri	$1.4M	+$35.9K	1	0.46%	Increased
1154	CB Chemical Bank Detroit, Michigan	$1.39M	+$243K	2	0.18%	Increased
1155	ZCM Zebra Capital Management Stamford, Connecticut	$1.39M	+$408K	2	0.54%	Increased
1156	Douglass Winthrop Advisors New York	$1.39M	-$63.5K	1	0.12%	Reduced
1157	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.39M	$0	1	0.06%	Maintained
1158	Glenview Trust Louisville, Kentucky	$1.37M	+$1.4M	2	0.15%	New
1159	Rafferty Asset Management New York	$1.36M	+$7.88K	3	0.31%	Increased
1160	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.35M	-$23.7K	1	0.25%	Reduced
1161	Jupiter Asset Management London, United Kingdom	$1.35M	$0	1	0.04%	Maintained
1162	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$1.35M	-$24.1K	3	0.58%	Reduced
1163	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.34M	-$94K	1	2.63%	Reduced
1164	AFG American Financial Group Cincinnati, Ohio	$1.34M	+$256K	3	0.11%	Increased
1165	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.33M	+$46K	1	1.15%	Increased
1166	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$1.33M	+$346K	1	0.8%	Increased
1167	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.33M	-$40.6K	2	1.41%	Reduced
1168	OIA Optimum Investment Advisors Chicago, Illinois	$1.32M	+$896K	5	0.43%	Increased
1169	AAM Azzad Asset Management Falls Church, Virginia	$1.32M	+$350K	3	0.7%	Increased
1170	Algert Global San Francisco, California	$1.32M	+$62.7K	3	0.78%	Increased
1171	RHBC R.H. Bluestein & Co Birmingham, Michigan	$1.32M	+$541K	2	0.08%	Increased
1172	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.31M	+$1.23M	2	0.6%	New
1173	Cetera Advisor Networks El Segundo, California	$1.31M	+$286K	3	0.09%	Increased
1174	LSCM LaSalle Street Capital Management Chicago, Illinois	$1.31M	+$1.32M	1	1.28%	New
1175	PAG Pinnacle Advisory Group Columbia, Maryland	$1.3M	+$1.23M	1	0.12%	New