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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	VF Virtu Financial New York	$906K	+$920K	2	0.1%	New
1252	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$906K	+$43K	2	0.06%	Increased
1253	SI SII Investments Appleton, Wisconsin	$901K	-$66.3K	2	0.11%	Reduced
1254	PIA Peachtree Investment Advisors Atlanta, Georgia	$899K	+$305K	1	0.64%	Increased
1255	ECM Everence Capital Management Goshen, Indiana	$894K	$0	2	0.3%	Maintained
1256	DA Dillon & Associates Jackson, Michigan	$893K	+$816	1	0.43%	Increased
1257	Bartlett & Co Cincinnati, Ohio	$892K	+$13.4K	4	0.04%	Increased
1258	PC Palo Capital Newport Beach, California	$890K	+$121K	2	0.73%	Increased
1259	WA WFG Advisors Dallas, Texas	$889K	-$96.5K	8	0.25%	Reduced
1260	LAM Lingohr Asset Management Duesseldorf, Germany	$888K	-$2.1M	1	0.51%	Reduced
1261	NERM New England Research & Management Chicago, Illinois	$885K	-$51K	1	0.76%	Reduced
1262	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$879K	+$223K	4	0.16%	Increased
1263	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$876K	+$860K	1	0.05%	New
1264	GF Gerstein Fisher New York	$874K	+$11K	2	0.14%	Increased
1265	Banque Pictet & Cie Geneva 73, Switzerland	$870K	+$488K	2	0.02%	Increased
1266	NFG Next Financial Group Houston, Texas	$867K	-$124K	9	0.28%	Reduced
1267	GWM Gupta Wealth Management San Diego, California	$862K	+$858K	8	0.25%	New
1268	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$860K	+$54.2K	1	1.35%	Increased
1269	GS GAM Systematic Cambridge, United Kingdom	$858K	+$449K	1	0.12%	Increased
1270	ODCM Old Dominion Capital Management Charlottesville, Virginia	$858K	-$35.1K	1	0.93%	Reduced
1271	CBB Citizens Business Bank Ontario, California	$853K	+$119K	1	0.15%	Increased
1272	EGA Emerging Global Advisors New York	$850K	+$159K	1	0.31%	Increased
1273	SIG Schooner Investment Group Wayne, Pennsylvania	$850K	-$2.61M	2	0.3%	Reduced
1274	SC Searle & Co Greenwich, Connecticut	$848K	-$47.6K	2	0.73%	Reduced
1275	Clifford Swan Investment Counsel Pasadena, California	$847K	$0	1	0.06%	Maintained