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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
1301	JFA JNBA Financial Advisors Bloomington, Minnesota	$627K	+$102K	5	0.28%	Increased
1302	RIM Ranger Investment Management Dallas, Texas	$627K	+$134K	1	0.03%	Increased
1303	BCM Birmingham Capital Management Birmingham, Alabama	$622K	$0	1	0.24%	Maintained
1304	CCM Corsair Capital Management New York	$621K	-$2.26M	1	0.06%	Reduced
1305	SCM Salem Capital Management Woburn, Massachusetts	$614K	+$2.18K	1	0.29%	Increased
1306	IB Intrust Bank Wichita, Kansas	$612K	+$684K	1	0.24%	New
1307	Atria Investments Charlotte, North Carolina	$611K	+$200K	2	0.06%	Increased
1308	CEP Chicago Equity Partners Chicago, Illinois	$609K	+$320K	1	0.02%	Increased
1309	LBG Lloyds Banking Group London, United Kingdom	$608K	-$32.1K	4	0.17%	Reduced
1310	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$608K	$0	2	0.12%	Maintained
1311	NAM North American Management Boston, Massachusetts	$607K	$0	1	0.09%	Maintained
1312	PTC Private Trust Company Cleveland, Ohio	$591K	-$48.2K	9	0.2%	Reduced
1313	AP Advisor Partners Walnut Creek, California	$582K	-$263K	2	0.33%	Reduced
1314	PWPCM Perella Weinberg Partners Capital Management New York	$581K	-$6.56M	1	0.06%	Reduced
1315	MCM McKinley Capital Management Anchorage, Alaska	$579K	-$321K	2	0.03%	Reduced
1316	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$571K	+$583K	1	0.27%	New
1317	MAM Meeder Asset Management Dublin, Ohio	$567K	-$998K	2	0.08%	Reduced
1318	MNBTD Moody National Bank Trust Division Galveston, Texas	$567K	$0	1	0.04%	Maintained
1319	CK Cohen Klingenstein New York	$564K	$0	1	0.1%	Maintained
1320	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$561K	$0	1	0.15%	Maintained
1321	CTA Colonial Trust Advisors Spartanburg, South Carolina	$559K	+$21.3K	1	0.17%	Increased
1322	Busey Bank Urbana, Illinois	$547K	$0	1	0.08%	Maintained
1323	Advisory Services Network Atlanta, Georgia	$544K	-$12.6K	1	0.2%	Reduced
1324	FTI Fiduciary Trust International Lincoln, Massachusetts	$544K	$0	1	0.16%	Maintained
1325	ArrowMark Colorado Holdings Denver, Colorado	$541K	-$156K	1	0.01%	Reduced