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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
1251	Axiom Investors Greenwich, Connecticut	$798K	-$178K	1	0.02%	Reduced
1252	WIC Water Island Capital New York	$798K	+$792K	1	0.03%	New
1253	SAM Symphony Asset Management San Francisco, California	$795K	-$5.32M	2	0.08%	Reduced
1254	Clifford Swan Investment Counsel Pasadena, California	$790K	$0	1	0.05%	Maintained
1255	DA Dillon & Associates Jackson, Michigan	$783K	+$16.3K	1	0.4%	Increased
1256	BA Bard Associates Chicago, Illinois	$782K	-$1.21K	1	0.37%	Reduced
1257	RU RobecoSam USA New York	$780K	-$122K	2	0.86%	Reduced
1258	CCM Coe Capital Management Highland Park, Illinois	$778K	+$865K	1	0.29%	New
1259	SEC Seven Eight Capital New York	$770K	+$111K	3	0.59%	Increased
1260	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$748K	$0	1	0.87%	Maintained
1261	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$745K	+$123K	5	0.19%	Increased
1262	Needham Investment Management New York	$744K	$0	1	0.16%	Maintained
1263	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$743K	-$8.3K	1	0.16%	Reduced
1264	LCM Logan Capital Management Newtown Square, Pennsylvania	$740K	-$10.6K	1	0.05%	Reduced
1265	GVT Genesee Valley Trust Pittsford, New York	$737K	+$220K	2	0.46%	Increased
1266	NGA Naples Global Advisors Naples, Florida	$725K	+$294K	2	0.43%	Increased
1267	FWC First Washington Corp Seattle, Washington	$719K	+$799K	1	0.41%	New
1268	Birch Hill Investment Advisors Boston, Massachusetts	$716K	-$17.5K	1	0.07%	Reduced
1269	CBU CIBC Bank USA Chicago, Illinois	$716K	-$59K	2	0.14%	Reduced
1270	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$707K	+$65.4K	1	0.17%	Increased
1271	Jones Financial Companies Des Peres, Missouri	$705K	+$26.1K	1	0.01%	Increased
1272	ZCM Zebra Capital Management Stamford, Connecticut	$699K	+$802K	1	0.28%	New
1273	AIS American Investment Services Great Barrington, Massachusetts	$698K	+$209K	2	0.39%	Increased
1274	IndexIQ Advisors New York	$698K	+$36.3K	1	0.05%	Increased
1275	ZF Zhang Financial Portage, Michigan	$698K	-$6.31K	1	0.48%	Reduced