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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
1201	RU RobecoSam USA New York	$1.16M	+$369K	2	1.25%	Increased
1202	AIA Arrow Investment Advisors Laurel, Maryland	$1.16M	-$377K	1	0.22%	Reduced
1203	BCA Benchmark Capital Advisors New York	$1.15M	-$8.24K	1	0.77%	Reduced
1204	Park National Corp Newark, Ohio	$1.14M	+$444K	2	0.08%	Increased
1205	T TOBAM Paris, France	$1.14M	-$36.5M	1	0.04%	Reduced
1206	First Horizon Advisors Memphis, Tennessee	$1.14M	+$739K	8	0.17%	Increased
1207	Verition Fund Management Greenwich, Connecticut	$1.13M	-$751K	3	0.25%	Reduced
1208	ACI Advance Capital I Southfield, Michigan	$1.11M	+$1.19M	1	0.59%	New
1209	Fulton Bank Lancaster, Pennsylvania	$1.11M	+$29.1K	1	0.12%	Increased
1210	Tower Research Capital (TRC) New York	$1.11M	-$1.91M	16	0.11%	Reduced
1211	BT Beacon Trust Morristown, New Jersey	$1.11M	-$2.15M	2	0.17%	Reduced
1212	HCP Holt Capital Partners Fort Worth, Texas	$1.11M	$0	2	0.47%	Maintained
1213	Curi RMB Capital Chicago, Illinois	$1.1M	-$207K	2	0.07%	Reduced
1214	BFO Boston Family Office Boston, Massachusetts	$1.09M	$0	2	0.14%	Maintained
1215	Apex Capital Management Dayton, Ohio	$1.09M	+$746K	1	0.03%	Increased
1216	Cornerstone Investment Partners Atlanta, Georgia	$1.09M	$0	1	0.01%	Maintained
1217	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$1.08M	+$77K	7	0.31%	Increased
1218	Advisory Services Network Atlanta, Georgia	$1.07M	+$508K	8	0.34%	Increased
1219	Benjamin F. Edwards & Company St. Louis, Missouri	$1.07M	-$27.1K	4	0.25%	Reduced
1220	Moneta Group Investment Advisors St Louis, Missouri	$1.07M	+$229K	2	0.51%	Increased
1221	KCMRT Kemper Corp Master Retirement Trust Chicago, Illinois	$1.07M	-$142K	1	0.47%	Reduced
1222	NB NBT Bank Norwich, New York	$1.07M	+$6.59K	2	0.17%	Increased
1223	PCM Parsons Capital Management Providence, Rhode Island	$1.06M	$0	1	0.14%	Maintained
1224	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$1.06M	$0	1	0.28%	Maintained
1225	RBF Capital San Francisco, California	$1.06M	+$36.3K	3	0.22%	Increased