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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	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.27M	+$938K	3	0.48%	Increased
1177	Needham Investment Management New York	$1.26M	-$34.9K	1	0.33%	Reduced
1178	BAS Brown Advisory Securities Baltimore, Maryland	$1.25M	+$65K	2	0.36%	Increased
1179	Hillsdale Investment Management Toronto, Ontario, Canada	$1.24M	-$318K	7	0.33%	Reduced
1180	AIM Assured Investment Management New York	$1.24M	-$211K	2	0.03%	Reduced
1181	CCM Cupps Capital Management Chicago, Illinois	$1.23M	-$3.26M	1	0.53%	Reduced
1182	RU RobecoSam USA New York	$1.22M	-$224K	3	1.45%	Reduced
1183	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.21M	+$41.7K	1	0.97%	Increased
1184	NIM Nexus Investment Management Toronto, Ontario, Canada	$1.21M	+$36K	1	0.22%	Increased
1185	CCT Capital City Trust Tallahassee, Florida	$1.19M	-$27.8K	1	0.48%	Reduced
1186	PCM Piermont Capital Management St. Louis, Missouri	$1.19M	+$595K	1	0.28%	Increased
1187	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$1.18M	+$89K	7	1%	Increased
1188	OIM Opus Investment Management Worcester, Massachusetts	$1.18M	-$821K	1	0.2%	Reduced
1189	DSC Duncker Streett & Co St. Louis, Missouri	$1.18M	-$25.7K	2	0.41%	Reduced
1190	AIM Alambic Investment Management Belvedere, California	$1.18M	-$459K	2	0.28%	Reduced
1191	AIS American Investment Services Great Barrington, Massachusetts	$1.17M	$0	2	0.49%	Maintained
1192	PCM Parsons Capital Management Providence, Rhode Island	$1.17M	+$211K	2	0.16%	Increased
1193	CTA Chesley Taft & Associates Chicago, Illinois	$1.16M	-$593K	1	0.12%	Reduced
1194	NG NatWest Group Edinburgh, Scotland, United Kingdom	$1.15M	$0	1	0.27%	Maintained
1195	SIM Sonora Investment Management Tucson, Arizona	$1.14M	-$47.3K	3	0.24%	Reduced
1196	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$1.14M	+$121K	1	0.5%	Increased
1197	HCP Holt Capital Partners Fort Worth, Texas	$1.14M	-$90.9K	2	0.45%	Reduced
1198	SC Searle & Co Greenwich, Connecticut	$1.14M	+$1.13M	2	0.99%	New
1199	Cetera Advisors Denver, Colorado	$1.14M	+$610K	2	0.09%	Increased
1200	GIM Greenwich Investment Management Norwalk, Connecticut	$1.13M	+$277K	2	1.14%	Increased