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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	AIA Arrow Investment Advisors Laurel, Maryland	$900K	-$514K	1	0.24%	Reduced
1227	LMAM Legg Mason Asset Management Tokyo, Japan	$896K	-$49.4K	1	0.93%	Reduced
1228	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$895K	+$3.41K	1	0.19%	Increased
1229	TCM Tributary Capital Management Omaha, Nebraska	$895K	-$188K	1	0.15%	Reduced
1230	Choate Investment Advisors Boston, Massachusetts	$891K	-$58.4K	2	0.06%	Reduced
1231	Cetera Advisor Networks El Segundo, California	$888K	+$188K	2	0.06%	Increased
1232	AP Advisor Partners Walnut Creek, California	$882K	+$531K	4	0.3%	Increased
1233	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$881K	-$80K	7	0.76%	Reduced
1234	SA Strategic Advisors New York	$873K	-$33.1K	1	0.57%	Reduced
1235	ACI Advance Capital I Southfield, Michigan	$871K	-$422K	1	0.83%	Reduced
1236	MCM Manchester Capital Management Manchester, Vermont	$869K	$0	4	0.12%	Maintained
1237	PIM Platinum Investment Management Sydney Australia 2000, Australia	$869K	-$1.97M	1	0.02%	Reduced
1238	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$869K	-$117K	1	0.75%	Reduced
1239	NIMI Natixis Investment Managers International Paris, France	$860K	+$320K	2	0.11%	Increased
1240	RT Rockland Trust Hanover, Massachusetts	$860K	-$18.9K	1	0.15%	Reduced
1241	GHA GW Henssler & Associates Kennesaw, Georgia	$853K	-$115K	1	0.1%	Reduced
1242	CCM Coe Capital Management Highland Park, Illinois	$851K	-$945K	1	0.34%	Reduced
1243	CCT Capital City Trust Tallahassee, Florida	$843K	+$6.82K	1	0.35%	Increased
1244	JIP Jaffetilchin Investment Partners Tampa, Florida	$843K	+$874K	2	0.27%	New
1245	NG NatWest Group Edinburgh, Scotland, United Kingdom	$824K	-$923K	1	0.17%	Reduced
1246	SS Sunbelt Securities Houston, Texas	$823K	+$185K	1	1.16%	Increased
1247	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$820K	-$28.4K	2	0.1%	Reduced
1248	SFU Stonehage Fleming (UK) London, United Kingdom	$819K	-$2.15M	2	0.37%	Reduced
1249	Zurich Insurance Group Zurich, Switzerland	$815K	$0	1	0.03%	Maintained
1250	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$812K	+$769K	1	0.79%	New