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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	Cannell & Spears New York	$520K	+$599K	1	0.06%	New
1302	SCM Salem Capital Management Woburn, Massachusetts	$520K	-$15.7K	1	0.31%	Reduced
1303	WTB Washington Trust Bank Spokane, Washington	$520K	+$51.7K	7	0.14%	Increased
1304	IA Icon Advisers Greenwood Village, Colorado	$515K	+$506K	1	0.04%	New
1305	Wedbush Securities Los Angeles, California	$515K	+$8.61K	2	0.1%	Increased
1306	SAM Silverback Asset Management Chapel Hill, North Carolina	$514K	+$58.1K	1	0.05%	Increased
1307	TCOTO Trust Company of the Ozarks Springfield, Missouri	$508K	-$32.5K	1	0.18%	Reduced
1308	DIA Dean Investment Associates Beavercreek, Ohio	$507K	+$28.6K	1	0.11%	Increased
1309	NB NBT Bank Norwich, New York	$503K	-$282K	1	0.09%	Reduced
1310	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$499K	$0	2	0.11%	Maintained
1311	PAIA Park Avenue Institutional Advisers New York	$499K	-$10.7K	5	0.44%	Reduced
1312	LCM Landscape Capital Management Englewood, New Jersey	$497K	+$95.1K	1	0.07%	Increased
1313	AW Alpha Windward Westwood, Massachusetts	$496K	+$428K	4	0.37%	Increased
1314	MC Miles Capital West Des Moines, Iowa	$496K	-$1.12M	2	0.36%	Reduced
1315	Thomaspartners Boston, Massachusetts	$494K	$0	1	0.01%	Maintained
1316	CS Credential Securities Vancouver,	$492K	-$7.66K	2	0.34%	Reduced
1317	WEC Winslow Evans & Crocker Boston, Massachusetts	$492K	-$2.13K	6	0.15%	Reduced
1318	CONA Capital One National Association New York	$491K	-$15.6K	1	0.05%	Reduced
1319	HL HeadInvest LLC Portland, Maine	$491K	+$130K	1	0.2%	Increased
1320	WRM Westport Resources Management Westport, Connecticut	$490K	+$32.7K	5	0.15%	Increased
1321	CAS Cue Advisory Services Phoenix, Arizona	$485K	+$45K	1	0.5%	Increased
1322	AMG National Trust Bank Greenwood Village, Colorado	$483K	-$1.77K	1	0.05%	Reduced
1323	NIMI Natixis Investment Managers International Paris, France	$480K	+$41.8K	1	0.06%	Increased
1324	Birch Hill Investment Advisors Boston, Massachusetts	$476K	$0	1	0.05%	Maintained
1325	RHBC R.H. Bluestein & Co Birmingham, Michigan	$472K	$0	1	0.03%	Maintained