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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	IndexIQ Advisors New York	$971K	+$164K	1	0.06%	Increased
1252	BBI Baxter Bros Inc Riverside, Connecticut	$964K	+$384K	1	0.35%	Increased
1253	BAC Boys Arnold & Co Asheville, North Carolina	$961K	-$23.7K	1	0.19%	Reduced
1254	FIM Friedberg Investment Management Houston, Texas	$960K	$0	1	0.38%	Maintained
1255	MAM Majedie Asset Management London, United Kingdom	$956K	+$38.4K	1	0.19%	Increased
1256	Harvard Management Company Boston, Massachusetts	$955K	$0	1	0.1%	Maintained
1257	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$955K	+$1.12M	1	0.73%	New
1258	Stratos Wealth Partners Beachwood, Ohio	$951K	+$257K	1	0.17%	Increased
1259	SI SII Investments Appleton, Wisconsin	$949K	-$2.35K	2	0.13%	Reduced
1260	JIP Jaffetilchin Investment Partners Tampa, Florida	$943K	+$927K	2	0.32%	New
1261	NIMC NWQ Investment Management Company Los Angeles, California	$941K	-$52.7K	1	0.01%	Reduced
1262	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$938K	$0	1	0.11%	Maintained
1263	NGA Naples Global Advisors Naples, Florida	$938K	+$163K	2	0.5%	Increased
1264	NERM New England Research & Management Chicago, Illinois	$936K	+$29.7K	1	0.8%	Increased
1265	SIC SFE Investment Counsel Los Angeles, California	$934K	+$10.9K	1	0.39%	Increased
1266	FCCM First City Capital Management Savannah, Georgia	$928K	-$7K	3	0.64%	Reduced
1267	BAM Barrett Asset Management New York	$924K	+$1.11K	2	0.07%	Increased
1268	Axiom Investors Greenwich, Connecticut	$922K	+$77.1K	1	0.02%	Increased
1269	SSG Summit Securities Group New York	$916K	-$13.4K	5	0.26%	Reduced
1270	ODCM Old Dominion Capital Management Charlottesville, Virginia	$893K	-$2.64K	1	0.92%	Reduced
1271	DA Dillon & Associates Jackson, Michigan	$892K	+$45.9K	1	0.43%	Increased
1272	HM Payson & Co Portland, Maine	$892K	-$151K	2	0.04%	Reduced
1273	Choate Investment Advisors Boston, Massachusetts	$891K	-$37.5K	2	0.05%	Reduced
1274	GP Grow Partners San Diego, California	$885K	-$216K	1	0.81%	Reduced
1275	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$885K	-$120K	2	0.06%	Reduced