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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
1176	Needham Investment Management New York	$689K	$0	1	0.15%	Maintained
1177	GF Gerry Farber New York	$688K	-$672K	1	0.74%	Reduced
1178	R.M. Davis Inc Portland, Maine	$688K	-$193K	1	0.05%	Reduced
1179	Algert Global San Francisco, California	$686K	-$733K	2	0.2%	Reduced
1180	BFO Boston Family Office Boston, Massachusetts	$677K	$0	2	0.1%	Maintained
1181	RVGI RRE Ventures GP III New York	$675K	$0	1	1.43%	Maintained
1182	NAM North American Management Boston, Massachusetts	$674K	+$105K	1	0.13%	Increased
1183	ACM Aviance Capital Management Sarasota, Florida	$668K	+$193K	2	0.39%	Increased
1184	Atalanta Sosnoff Capital New York	$665K	+$413K	1	0.02%	Increased
1185	NCM Noesis Capital Mangement Boca Raton, Florida	$663K	-$38.7K	1	0.35%	Reduced
1186	EIM Essex Investment Management Boston, Massachusetts	$661K	-$87K	1	0.1%	Reduced
1187	Washington Trust Westerly, Rhode Island	$657K	-$6.69K	2	0.05%	Reduced
1188	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$655K	$0	2	0.14%	Maintained
1189	TU TDAM USA Toronto, Ontario, Canada	$640K	-$290K	2	0.03%	Reduced
1190	TCOT Trust Company of Toledo Holland, Ohio	$640K	+$644K	2	0.23%	Increased
1191	BWP Baldwin Wealth Partners Marion, Massachusetts	$638K	-$124K	1	0.12%	Reduced
1192	TFA Toth Financial Advisory Leesburg, Virginia	$631K	+$384K	1	0.3%	Increased
1193	WSCM Wellington Shields Capital Management New York	$627K	+$220K	3	0.12%	Increased
1194	TT Tower Trust Fort Wayne, Indiana	$620K	$0	1	0.42%	Maintained
1195	DCM Dynamic Capital Management St. Helier, Jersey	$606K	-$9.96M	1	0.14%	Reduced
1196	GCIA Gabelli & Co Investment Advisers Rye, New York	$606K	$0	1	0.13%	Maintained
1197	Old National Bancorp Evansville, Indiana	$604K	-$272K	1	0.06%	Reduced
1198	Busey Bank Urbana, Illinois	$600K	$0	1	0.1%	Maintained
1199	ACM Ashford Capital Management Wilmington, Delaware	$595K	-$86K	1	0.12%	Reduced
1200	ECM Everence Capital Management Goshen, Indiana	$595K	+$582K	2	0.26%	New