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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
1276	VFS VSR Financial Services Overland Park, Kansas	$607K	-$10.6K	2	0.07%	Reduced
1277	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$605K	$0	1	0.82%	Maintained
1278	HIP Hatteras Investment Partners Raleigh, North Carolina	$601K	-$521K	1	0.82%	Reduced
1279	BCM Birmingham Capital Management Birmingham, Alabama	$599K	$0	1	0.26%	Maintained
1280	CK Cohen Klingenstein New York	$595K	$0	1	0.12%	Maintained
1281	Bartlett & Co Cincinnati, Ohio	$594K	-$100K	4	0.03%	Reduced
1282	HH Hilltop Holdings Dallas, Texas	$592K	+$362K	1	0.17%	Increased
1283	IAM ICM Asset Management Spokane, Washington	$588K	+$697K	1	0.95%	New
1284	NERM New England Research & Management Chicago, Illinois	$584K	-$41.3K	1	0.56%	Reduced
1285	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$576K	+$49.8K	1	0.18%	Increased
1286	BFO Boston Family Office Boston, Massachusetts	$574K	-$334K	1	0.08%	Reduced
1287	SAA Southeast Asset Advisors Thomasville, Georgia	$572K	-$401K	1	0.22%	Reduced
1288	Colony Group Boston, Massachusetts	$558K	-$10.2K	4	0.06%	Reduced
1289	Zevenbergen Capital Investments Edmonds, Washington	$558K	+$541K	2	0.02%	New
1290	PVWM Point View Wealth Management Summit, New Jersey	$557K	+$191K	2	0.45%	Increased
1291	Analytic Investors Los Angeles, California	$545K	+$527K	1	0.01%	New
1292	TCB Texas Capital Bancshares Dallas, Texas	$544K	$0	1	0.46%	Maintained
1293	PCM Piermont Capital Management St. Louis, Missouri	$542K	$0	1	0.18%	Maintained
1294	FPFS First Personal Financial Services Charlotte, North Carolina	$541K	-$22.4K	4	0.33%	Reduced
1295	BTNA Bremer Trust National Association St. Cloud, Minnesota	$538K	-$2.52M	1	0.18%	Reduced
1296	Laurion Capital Management New York	$531K	-$30.8M	1	0.01%	Reduced
1297	New York Life Investment Management New York	$530K	+$31.2K	1	0.05%	Increased
1298	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$528K	-$204K	1	0.09%	Reduced
1299	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$528K	+$432K	1	1.25%	Increased
1300	GAM Griffin Asset Management New York	$521K	$0	2	0.22%	Maintained