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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
1376	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$369K	$0	1	0.06%	Maintained
1377	RIA Regal Investment Advisors Kentwood, Michigan	$367K	+$205K	4	0.1%	Increased
1378	VNA VNBTrust National Association Charlottesville, Virginia	$367K	$0	1	0.21%	Maintained
1379	CTA Chesley Taft & Associates Chicago, Illinois	$359K	$0	1	0.04%	Maintained
1380	AAM Aureus Asset Management Boston, Massachusetts	$358K	$0	1	0.09%	Maintained
1381	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$358K	$0	1	0.02%	Maintained
1382	IMAS ID Management A/S Randers, Denmark	$355K	+$356K	1	0.15%	New
1383	CAM Columbia Asset Management Ann Arbor, Michigan	$348K	+$400K	1	0.14%	New
1384	Fuller & Thaler Asset Management San Mateo, California	$345K	+$246K	3	0.01%	Increased
1385	HIS Horizon Investment Services Hammond, Indiana	$345K	+$6.61K	1	0.17%	Increased
1386	Dodge & Cox San Francisco, California	$344K	$0	1	0%	Maintained
1387	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$342K	-$5.02K	1	0.2%	Reduced
1388	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$341K	+$33.8K	1	0.1%	Increased
1389	WA Winfield Associates Cleveland, Ohio	$340K	-$70.9K	2	0.25%	Reduced
1390	KA Kovack Advisors Ft. Lauderdale, Florida	$338K	+$22.4K	1	0.24%	Increased
1391	AP Advisor Partners Walnut Creek, California	$336K	-$63K	1	0.14%	Reduced
1392	Heritage Investors Management Corp Bethesda, Maryland	$336K	$0	1	0.03%	Maintained
1393	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$331K	+$52.3K	1	0.13%	Increased
1394	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$330K	-$24.5K	1	0.2%	Reduced
1395	SRAM Stone Ridge Asset Management New York	$328K	$0	1	1.3%	Maintained
1396	HC Hurley Capital New York	$327K	$0	1	0.38%	Maintained
1397	FNB First Niagara Bank Lockport, New York	$324K	-$13.1K	1	0.09%	Reduced
1398	FTC Farmers Trust Company Youngstown, Ohio	$320K	-$41.4K	1	0.12%	Reduced
1399	CL CPWM LLC Seattle, Washington	$319K	+$319K	1	0.07%	New
1400	Benjamin F. Edwards & Company St. Louis, Missouri	$310K	-$10.3K	7	0.07%	Reduced