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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	AW Alpha Windward Westwood, Massachusetts	$553K	-$464K	4	0.4%	Reduced
1352	WC Woodstock Corp Boston, Massachusetts	$553K	$0	2	0.11%	Maintained
1353	WRM Westport Resources Management Westport, Connecticut	$552K	-$85.8K	5	0.18%	Reduced
1354	Horizon Investments Charlotte, North Carolina	$548K	+$493K	1	0.04%	New
1355	Waratah Capital Advisors Toronto, Ontario, Canada	$546K	+$154K	1	0.11%	Increased
1356	Cetera Advisor Networks El Segundo, California	$542K	-$81.5K	2	0.03%	Reduced
1357	Moneta Group Investment Advisors St Louis, Missouri	$541K	+$102K	1	0.12%	Increased
1358	CAM Concorde Asset Management Ann Arbor, Michigan	$539K	+$427K	2	0.54%	New
1359	CT Cambridge Trust Cambridge, Massachusetts	$535K	+$284K	2	0.04%	Increased
1360	MC Middleton & Co Boston, Massachusetts	$530K	-$338K	1	0.12%	Reduced
1361	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$526K	+$507K	5	0.26%	Increased
1362	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$523K	-$4.39M	1	0.05%	Reduced
1363	CTI Community Trust & Investment Versailles, Kentucky	$521K	-$8.44K	1	0.07%	Reduced
1364	LFFS La Francaise Forum Securities Old Greenwich, Connecticut	$520K	$0	1	1.56%	Maintained
1365	IMAS ID Management A/S Randers, Denmark	$518K	$0	1	0.16%	Maintained
1366	WTB Washington Trust Bank Spokane, Washington	$518K	+$41.6K	6	0.13%	Increased
1367	TCM Telos Capital Management San Diego, California	$515K	-$4.65K	1	0.25%	Reduced
1368	CAM Chesapeake Asset Management New York	$513K	+$446K	2	0.42%	New
1369	Busey Bank Urbana, Illinois	$511K	-$3.07K	1	0.07%	Reduced
1370	IIC Ironwood Investment Counsel Scottsdale, Arizona	$508K	$0	1	0.3%	Maintained
1371	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$508K	-$53.4K	1	0.16%	Reduced
1372	NERM New England Research & Management Chicago, Illinois	$505K	-$47.6K	1	0.43%	Reduced
1373	IAM Integre Asset Management New York	$499K	$0	1	0.17%	Maintained
1374	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$498K	-$542K	2	0.49%	Reduced
1375	WIA Westbourne Investment Advisors Annapolis, Maryland	$498K	-$49.1K	1	0.45%	Reduced