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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	RT Rockland Trust Hanover, Massachusetts	$819K	-$15.7K	1	0.16%	Reduced
1227	NIM Nexus Investment Management Toronto, Ontario, Canada	$818K	$0	1	0.17%	Maintained
1228	Perigon Wealth Management San Francisco, California	$815K	-$126K	2	0.24%	Reduced
1229	BA BKS Advisors Southfield, Michigan	$811K	-$2.07M	1	0.45%	Reduced
1230	PGA Portland Global Advisors Portland, Maine	$809K	-$17.4K	1	0.48%	Reduced
1231	Wealthfront Palo Alto, California	$808K	+$234K	8	0.03%	Increased
1232	PCM Price Capital Management Lafayette, Louisiana	$806K	+$808K	1	0.99%	New
1233	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$805K	-$9.33K	2	0.11%	Reduced
1234	KFA Kays Financial Advisory Atlanta, Georgia	$802K	+$249K	1	0.46%	Increased
1235	MSR Main Street Research Lakeville, Connecticut	$798K	+$192K	2	0.19%	Increased
1236	FA Fagan Associates Troy, New York	$795K	+$337K	1	0.58%	Increased
1237	SIC SFE Investment Counsel Los Angeles, California	$795K	+$10K	1	0.38%	Increased
1238	SRCM Sterling Ridge Capital Management New York	$791K	-$9.71M	1	0.51%	Reduced
1239	EGA Emerging Global Advisors New York	$789K	+$28.9K	1	0.56%	Increased
1240	RBF Capital San Francisco, California	$775K	$0	2	0.16%	Maintained
1241	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$764K	$0	2	0.06%	Maintained
1242	Zurich Insurance Group Zurich, Switzerland	$760K	+$834K	1	0.03%	New
1243	QC QCM Cayman Houston, Texas	$758K	+$807K	3	0.25%	New
1244	CPA Court Place Advisors Ellicott City, Maryland	$753K	+$1.17K	1	0.52%	Increased
1245	P Pitcairn Conshohocken, Pennsylvania	$753K	-$1.95M	2	0.1%	Reduced
1246	Choate Investment Advisors Boston, Massachusetts	$742K	+$242K	2	0.05%	Increased
1247	UFF USA Financial Formulas Ada, Michigan	$737K	-$234K	2	0.48%	Reduced
1248	CIA Capital Impact Advisors Boston, Massachusetts	$730K	$0	2	0.37%	Maintained
1249	NFG Next Financial Group Houston, Texas	$726K	-$52.7K	8	0.26%	Reduced
1250	CPO Cerity Partners OCIO New York	$715K	+$66K	1	0.08%	Increased