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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	RW Rand Wealth Baltimore, Maryland	$588K	$0	1	0.08%	Maintained
1352	WA Winfield Associates Cleveland, Ohio	$588K	-$391K	2	0.41%	Reduced
1353	Busey Bank Urbana, Illinois	$587K	+$408	1	0.08%	Increased
1354	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$584K	$0	2	0.11%	Maintained
1355	SCM Schneider Capital Management Berwyn, Pennsylvania	$584K	-$1.14M	1	0.07%	Reduced
1356	DAM Delta Asset Management Memphis, Tennessee	$581K	+$19.1K	4	0.11%	Increased
1357	IIC Ironwood Investment Counsel Scottsdale, Arizona	$577K	+$27.2K	1	0.29%	Increased
1358	Birch Hill Investment Advisors Boston, Massachusetts	$575K	-$42.2K	1	0.06%	Reduced
1359	ACM Americafirst Capital Management Roseville, California	$568K	+$546K	3	0.28%	Increased
1360	YMRC Yorktown Management & Research Company Forest, Virginia	$566K	-$4.51M	2	0.1%	Reduced
1361	SCM Schnieders Capital Management Pasadena, California	$564K	+$49.4K	1	0.34%	Increased
1362	AMF Tjänstepension Stockholm, Sweden	$556K	+$5.29K	1	0.01%	Increased
1363	CS Comerica Securities Detroit, Michigan	$552K	-$120K	1	0.14%	Reduced
1364	HIC Holderness Investments Company Greensboro, North Carolina	$552K	+$81.6K	1	0.56%	Increased
1365	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$549K	-$259K	1	0.11%	Reduced
1366	Sageworth Trust Lancaster, Pennsylvania	$545K	-$262K	1	0.18%	Reduced
1367	CPIM Columbia Partners Investment Management Alexandria, Virginia	$544K	+$14.7K	1	0.03%	Increased
1368	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$540K	-$200K	5	0.12%	Reduced
1369	Curi RMB Capital Chicago, Illinois	$537K	-$612K	1	0.03%	Reduced
1370	RHBC R.H. Bluestein & Co Birmingham, Michigan	$536K	-$832K	1	0.03%	Reduced
1371	JFA JNBA Financial Advisors Bloomington, Minnesota	$535K	-$60.9K	4	0.21%	Reduced
1372	CAS Cue Advisory Services Phoenix, Arizona	$532K	+$6.32K	1	0.54%	Increased
1373	Wedbush Securities Los Angeles, California	$531K	-$303K	2	0.09%	Reduced
1374	BW Gestao de Investimentos Sao Paulo, Brazil	$529K	$0	1	0.29%	Maintained
1375	Algert Global San Francisco, California	$523K	-$884K	2	0.29%	Reduced