← All themes

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	RCM Rotella Capital Management Bellevue, Washington	$486K	-$224K	2	0.43%	Reduced
1352	NERM New England Research & Management Chicago, Illinois	$484K	-$112K	1	0.42%	Reduced
1353	GAM Griffin Asset Management New York	$483K	$0	2	0.2%	Maintained
1354	WTB Washington Trust Bank Spokane, Washington	$478K	-$63.4K	7	0.1%	Reduced
1355	RHBC R.H. Bluestein & Co Birmingham, Michigan	$473K	$0	1	0.03%	Maintained
1356	AP Appleton Partners Boston, Massachusetts	$472K	+$247K	1	0.09%	Increased
1357	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$471K	-$17.3K	1	0.35%	Reduced
1358	M MOTCO San Antonio, Texas	$467K	-$9.97K	2	0.06%	Reduced
1359	FC Forte Capital Rochester, New York	$465K	-$5.41K	1	0.19%	Reduced
1360	TFA Transamerica Financial Advisors St. Petersburg, Florida	$460K	+$25.1K	3	0.03%	Increased
1361	WPC Waters Parkerson & Co New Orleans, Louisiana	$455K	+$4.49K	1	0.05%	Increased
1362	AIM Ada Investment Management New York	$452K	-$702K	2	0.3%	Reduced
1363	WC Woodstock Corp Boston, Massachusetts	$450K	+$5.87K	2	0.1%	Increased
1364	ACM Aviance Capital Management Sarasota, Florida	$449K	+$471K	2	0.01%	New
1365	Busey Bank Urbana, Illinois	$448K	-$2.11K	1	0.06%	Reduced
1366	Annex Advisory Services Brookfield, Wisconsin	$446K	$0	1	0.13%	Maintained
1367	CIC Cornercap Investment Counsel Atlanta, Georgia	$443K	+$461K	1	0.08%	New
1368	VNA Valley National Advisers Bethlehem, Pennsylvania	$443K	+$203K	3	0.26%	Increased
1369	ACM Alethea Capital Management Mercer Island, Washington	$442K	-$2.4M	1	0.51%	Reduced
1370	IIC Ironwood Investment Counsel Scottsdale, Arizona	$442K	$0	1	0.25%	Maintained
1371	Giverny Capital Montreal, Quebec, Canada	$439K	$0	1	0.09%	Maintained
1372	VFS VSR Financial Services Overland Park, Kansas	$437K	-$229K	1	0.05%	Reduced
1373	CI Cavalier Investments Alpharetta, Georgia	$435K	$0	1	0.26%	Maintained
1374	Citizens Financial Group Providence, Rhode Island	$433K	+$434K	6	0.04%	New
1375	Colony Group Boston, Massachusetts	$433K	-$57.6K	2	0.04%	Reduced