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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	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$542K	$0	2	0.11%	Maintained
1327	AEGON Asset Management (UK) Edinburgh, United Kingdom	$532K	$0	1	0.02%	Maintained
1328	Catalyst Capital Advisors Huntington, New York	$531K	-$950K	1	0.08%	Reduced
1329	PAM PartnerRe Asset Management Greenwich, Connecticut	$531K	-$904K	5	0.27%	Reduced
1330	VNA VNBTrust National Association Charlottesville, Virginia	$530K	+$215K	2	0.29%	Increased
1331	MC Miles Capital West Des Moines, Iowa	$529K	-$3.31K	2	0.36%	Reduced
1332	EP Edgestream Partners Princeton, New Jersey	$526K	-$1.42M	1	1.5%	Reduced
1333	WCM Washington Capital Management Seattle, Washington	$522K	+$13.1K	1	0.32%	Increased
1334	PAIA Park Avenue Institutional Advisers New York	$519K	-$6.17K	5	0.45%	Reduced
1335	SRP Saddle Road Partners Omaha, Nebraska	$519K	+$519K	1	0.36%	New
1336	HIP Hatteras Investment Partners Raleigh, North Carolina	$517K	-$113K	1	0.68%	Reduced
1337	SFT Simmons First Trust Pine Bluff, Arkansas	$515K	+$536K	1	0.06%	New
1338	FAM Formidable Asset Management Cincinnati, Ohio	$514K	+$25.1K	3	0.36%	Increased
1339	Birch Hill Investment Advisors Boston, Massachusetts	$510K	-$254	1	0.05%	Reduced
1340	NB NBT Bank Norwich, New York	$510K	$0	1	0.09%	Maintained
1341	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$509K	+$528K	1	0.44%	New
1342	Prospera Financial Services Dallas, Texas	$507K	-$179K	2	0.11%	Reduced
1343	CCA Checchi Capital Advisers Beverly Hills, California	$505K	+$525K	3	0.13%	New
1344	BTNA Bremer Trust National Association St. Cloud, Minnesota	$503K	-$75.8K	1	0.15%	Reduced
1345	IB Intrust Bank Wichita, Kansas	$499K	+$29.1K	1	0.19%	Increased
1346	Wedbush Securities Los Angeles, California	$499K	-$41.1K	2	0.09%	Reduced
1347	GLRA Gerald L. Ray & Associates Dallas, Texas	$497K	+$44.4K	2	0.08%	Increased
1348	EIM Essex Investment Management Boston, Massachusetts	$496K	+$363K	1	0.08%	Increased
1349	Synovus Financial Columbus, Georgia	$496K	+$289K	5	0.01%	Increased
1350	AI ArchPoint Investors Coral Gables, Florida	$495K	+$55.5K	1	0.35%	Increased