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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
1351	Cookson Peirce & Co Pittsburgh, Pennsylvania	$238K	+$231K	1	0.07%	New
1352	Seizert Capital Partners Birmingham, Michigan	$238K	-$3.36K	1	0.01%	Reduced
1353	GGHC Gilder Gagnon Howe & Co New York	$235K	-$252K	1	0%	Reduced
1354	Ariel Investments Chicago, Illinois	$234K	-$113K	1	0%	Reduced
1355	BAC Boys Arnold & Co Asheville, North Carolina	$230K	-$11.4K	1	0.05%	Reduced
1356	RU RobecoSam USA New York	$229K	-$97.3K	1	0.29%	Reduced
1357	PIA Philadelphia International Advisors Philadelphia, Pennsylvania	$225K	+$226K	2	0.05%	New
1358	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$224K	+$214K	1	0.1%	New
1359	IT Independence Trust Franklin, Tennessee	$224K	$0	1	0.17%	Maintained
1360	Waverly Advisors Birmingham, Alabama	$224K	+$224K	2	0.11%	New
1361	ST Sentinel Trust Houston, Texas	$223K	$0	1	0.07%	Maintained
1362	ATC Argent Trust Company Ruston, Louisiana	$222K	+$216K	1	0.09%	New
1363	LC Lilley & Co Tecumseh, Michigan	$221K	-$25.8K	1	0.12%	Reduced
1364	GAM Gould Asset Management Claremont, California	$218K	+$5.46K	1	0.14%	Increased
1365	BIG Blackthorn Investment Group Overland Park, Kansas	$216K	-$1.83M	1	0.08%	Reduced
1366	Cooke & Bieler Philadelphia, Pennsylvania	$216K	-$206K	1	0.01%	Reduced
1367	CDH Charles D. Hyman	$213K	$0	1	0.04%	Maintained
1368	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$211K	+$202K	1	0.14%	New
1369	NIM Northeast Investment Management Boston, Massachusetts	$210K	$0	1	0.03%	Maintained
1370	SFM Signature Financial Management Norfolk, Virginia	$210K	+$201K	1	0.19%	New
1371	CM Capital Management Glen Allen, Virginia	$207K	-$218K	1	0.08%	Reduced
1372	IndexIQ Advisors New York	$207K	-$98.9K	1	0.02%	Reduced
1373	Atria Investments Charlotte, North Carolina	$205K	-$17.3K	1	0.02%	Reduced
1374	CC Cornerstone Capital Palo Alto, California	$205K	+$196K	1	0.06%	New
1375	RAM Redmond Asset Management Henrico, Virginia	$203K	+$194K	1	0.12%	New