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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	AEGON Asset Management (UK) Edinburgh, United Kingdom	$1.17M	+$1.12M	1	0.03%	New
1202	OC Oarsman Capital Milwaukee, Wisconsin	$1.16M	-$63.3K	1	0.6%	Reduced
1203	AIS American Investment Services Great Barrington, Massachusetts	$1.16M	-$58.9K	2	0.5%	Reduced
1204	ACM Argentus Capital Management Dallas, Texas	$1.16M	-$47.4K	4	0.49%	Reduced
1205	Penserra Capital Management Orinda, California	$1.15M	+$449K	10	0.16%	Increased
1206	HCP Holt Capital Partners Fort Worth, Texas	$1.15M	-$11.9K	2	0.47%	Reduced
1207	SFM Signet Financial Management Parsippany, New Jersey	$1.15M	+$362K	1	0.27%	Increased
1208	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$1.14M	+$1.02M	1	0.1%	New
1209	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$1.14M	-$301K	3	1.97%	Reduced
1210	DSC Duncker Streett & Co St. Louis, Missouri	$1.13M	+$31.3K	1	0.4%	Increased
1211	MIG Mariner Investment Group Harrison, New York	$1.12M	+$1.31M	1	0.38%	New
1212	SIM Sonora Investment Management Tucson, Arizona	$1.12M	-$23.7K	4	0.26%	Reduced
1213	NIMI Natixis Investment Managers International Paris, France	$1.11M	-$525K	2	0.12%	Reduced
1214	CCT Capital City Trust Tallahassee, Florida	$1.11M	+$102K	1	0.45%	Increased
1215	CB Chemical Bank Detroit, Michigan	$1.11M	+$9.21K	2	0.15%	Increased
1216	BAS Brown Advisory Securities Baltimore, Maryland	$1.11M	-$16.5K	2	0.35%	Reduced
1217	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$1.1M	+$367K	3	0.52%	Increased
1218	DLG Daniel L. Goodwin	$1.1M	$0	2	0.36%	Maintained
1219	Douglass Winthrop Advisors New York	$1.1M	-$120K	1	0.08%	Reduced
1220	PG Patten Group Chattanooga, Tennessee	$1.1M	-$21.9K	4	0.51%	Reduced
1221	AP Advisor Partners Walnut Creek, California	$1.1M	+$435K	4	0.38%	Increased
1222	WEC Winslow Evans & Crocker Boston, Massachusetts	$1.09M	-$103K	8	0.33%	Reduced
1223	NIM Nexus Investment Management Toronto, Ontario, Canada	$1.09M	-$37.4K	1	0.21%	Reduced
1224	CPA Court Place Advisors Ellicott City, Maryland	$1.09M	-$4.91K	1	0.63%	Reduced
1225	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$1.09M	$0	7	0.93%	Maintained