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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	Tower Research Capital (TRC) New York	$1.12M	+$126K	21	0.18%	Increased
1152	TAM THB Asset Management Norwalk, Connecticut	$1.12M	-$853K	1	0.12%	Reduced
1153	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.12M	$0	1	0.14%	Maintained
1154	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$1.11M	+$133K	1	0.73%	Increased
1155	RU RobecoSam USA New York	$1.11M	-$237K	1	1.43%	Reduced
1156	DLG Daniel L. Goodwin	$1.1M	$0	2	0.27%	Maintained
1157	RNC Capital Management Los Angeles, California	$1.1M	-$792K	1	0.11%	Reduced
1158	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$1.1M	+$82.4K	1	1.55%	Increased
1159	Sequoia Financial Advisors Akron, Ohio	$1.1M	-$286K	1	0.44%	Reduced
1160	LH Lebenthal Holdings New York	$1.09M	+$109K	3	0.26%	Increased
1161	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.09M	-$212K	1	0.15%	Reduced
1162	Needham Investment Management New York	$1.09M	+$27.5K	1	0.27%	Increased
1163	Glenview Trust Louisville, Kentucky	$1.08M	+$1.12M	2	0.11%	New
1164	MIM Miller Investment Management West Conshohocken, Pennsylvania	$1.08M	$0	1	0.42%	Maintained
1165	Douglass Winthrop Advisors New York	$1.08M	-$100K	1	0.08%	Reduced
1166	AIM Assured Investment Management New York	$1.08M	-$774K	3	0.02%	Reduced
1167	GCG Giovine Capital Group Santa Monica, California	$1.07M	-$380K	1	1.56%	Reduced
1168	WA WFG Advisors Dallas, Texas	$1.07M	-$24.7K	10	0.32%	Reduced
1169	FIM Fruth Investment Management Houston, Texas	$1.07M	-$15.7K	2	0.54%	Reduced
1170	Global X Management Company New York	$1.07M	+$2.81K	7	0.07%	Increased
1171	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.07M	$0	1	0.04%	Maintained
1172	COI Connable Office Inc Kalamazoo, Michigan	$1.06M	-$1.65M	3	0.31%	Reduced
1173	HCP Holt Capital Partners Fort Worth, Texas	$1.06M	$0	2	0.48%	Maintained
1174	OC Oakworth Capital Birmingham, Alabama	$1.06M	+$1.1M	3	0.44%	Increased
1175	CCM Compton Capital Management Providence, Rhode Island	$1.06M	-$16.2K	1	0.6%	Reduced