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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
1226	FIM Friedberg Investment Management Houston, Texas	$903K	+$920K	1	0.35%	New
1227	CONA Capital One National Association New York	$900K	-$305K	1	0.09%	Reduced
1228	CWM Concert Wealth Management San Jose, California	$900K	+$854K	1	0.12%	Increased
1229	LWM Lyons Wealth Management Winter Park, Florida	$888K	+$967K	1	0.94%	New
1230	SI SII Investments Appleton, Wisconsin	$888K	+$16.7K	2	0.12%	Increased
1231	CS Credential Securities Vancouver,	$884K	+$26K	3	0.59%	Increased
1232	Gofen & Glossberg Chicago, Illinois	$884K	$0	1	0.04%	Maintained
1233	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$875K	$0	1	0.11%	Maintained
1234	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$871K	-$251K	6	0.25%	Reduced
1235	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$867K	-$2.02M	2	0.11%	Reduced
1236	PGA Portland Global Advisors Portland, Maine	$863K	-$127K	1	0.45%	Reduced
1237	WA WFG Advisors Dallas, Texas	$863K	+$74K	8	0.16%	Increased
1238	SIC SFE Investment Counsel Los Angeles, California	$861K	-$6.74K	1	0.37%	Reduced
1239	MAM Majedie Asset Management London, United Kingdom	$854K	+$530K	1	0.14%	Increased
1240	WIL Winifred I. Li	$849K	-$22.2K	4	0.81%	Reduced
1241	Moneta Group Investment Advisors St Louis, Missouri	$845K	+$61.6K	2	0.44%	Increased
1242	NERM New England Research & Management Chicago, Illinois	$844K	+$197K	1	0.74%	Increased
1243	NIM Nexus Investment Management Toronto, Ontario, Canada	$843K	-$10.2K	1	0.16%	Reduced
1244	QIM Quantitative Investment Management Charlottesville, Virginia	$843K	-$2.73M	2	0.16%	Reduced
1245	ODCM Old Dominion Capital Management Charlottesville, Virginia	$836K	-$114K	1	0.86%	Reduced
1246	CTA Chesley Taft & Associates Chicago, Illinois	$830K	-$599K	2	0.09%	Reduced
1247	E. Ohman J:or Asset Management Stockholm, Sweden	$828K	$0	3	0.2%	Maintained
1248	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$806K	+$808K	3	0.66%	Increased
1249	SSG Summit Securities Group New York	$803K	+$640K	4	0.23%	Increased
1250	FSA Financial Sense Advisors San Diego, California	$802K	-$4.75M	1	0.34%	Reduced