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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
1326	ANRIA American National Registered Investment Advisor Galveston, Texas	$696K	$0	1	0.32%	Maintained
1327	TCOTO Trust Company of the Ozarks Springfield, Missouri	$694K	-$3.3K	1	0.19%	Reduced
1328	FWM Frontier Wealth Management Kansas City, Missouri	$692K	+$666K	2	0.13%	New
1329	Flow Traders U.S. New York	$688K	+$691K	1	0.08%	New
1330	NCM Nebula Capital Management Stamford, Connecticut	$684K	+$600K	1	0.46%	New
1331	IA Icon Advisers Greenwood Village, Colorado	$680K	$0	1	0.04%	Maintained
1332	NCIM New Century Investment Management Southfield, Michigan	$680K	+$648K	1	0.34%	New
1333	GAM Griffin Asset Management New York	$679K	+$384K	2	0.18%	Increased
1334	VNA VNBTrust National Association Charlottesville, Virginia	$678K	+$42.9K	1	0.3%	Increased
1335	NA Navellier & Associates Reno, Nevada	$676K	-$592K	1	0.03%	Reduced
1336	BCM Birmingham Capital Management Birmingham, Alabama	$674K	$0	1	0.26%	Maintained
1337	CS Comerica Securities Detroit, Michigan	$673K	-$3.15M	1	0.21%	Reduced
1338	Regents of the University of California Oakland, California	$673K	+$632K	1	0.67%	New
1339	Grimes & Company Westborough, Massachusetts	$667K	-$20.2K	2	0.17%	Reduced
1340	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$667K	-$116K	1	0.08%	Reduced
1341	FAM Fortaleza Asset Management Chicago, Illinois	$665K	-$50.2K	1	0.3%	Reduced
1342	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$661K	-$7.62M	2	0.15%	Reduced
1343	RW Rand Wealth Baltimore, Maryland	$659K	+$32.6K	1	0.09%	Increased
1344	EPM Equitec Proprietary Markets Chicago, Illinois	$657K	+$643K	4	0.03%	New
1345	RIM Ranger Investment Management Dallas, Texas	$657K	-$11.7K	1	0.03%	Reduced
1346	PIA Phoenix Investment Adviser New York	$655K	$0	1	0.59%	Maintained
1347	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$653K	+$11.5K	3	0.12%	Increased
1348	CT Cambridge Trust Cambridge, Massachusetts	$645K	-$19.3K	2	0.06%	Reduced
1349	EWMCB EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey	$643K	+$648K	1	0.51%	New
1350	Birch Hill Investment Advisors Boston, Massachusetts	$640K	$0	1	0.06%	Maintained