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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
1401	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$452K	+$453K	1	0.21%	New
1402	ATC Argent Trust Co Nashville, Tennessee	$446K	$0	1	0.23%	Maintained
1403	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$445K	+$471K	1	0.12%	New
1404	HIS Horizon Investment Services Hammond, Indiana	$443K	+$171K	1	0.18%	Increased
1405	TCTC Holdings Dallas, Texas	$443K	$0	2	0.03%	Maintained
1406	MSU Maple Securities USA Jersey City, New Jersey	$442K	-$37.6K	1	0.04%	Reduced
1407	PIC Portland Investment Counsel Burlington, Ontario, Canada	$436K	+$126K	1	0.64%	Increased
1408	VNA VNBTrust National Association Charlottesville, Virginia	$436K	-$215K	1	0.21%	Reduced
1409	AP Advisor Partners Walnut Creek, California	$435K	-$429K	1	0.18%	Reduced
1410	SS Sunbelt Securities Houston, Texas	$432K	+$18.9K	1	0.64%	Increased
1411	WRM Westport Resources Management Westport, Connecticut	$431K	-$131K	6	0.12%	Reduced
1412	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$430K	+$441K	8	0.18%	New
1413	MIM Midwest Investment Management Cleveland, Ohio	$426K	$0	1	0.32%	Maintained
1414	KA Kovack Advisors Ft. Lauderdale, Florida	$422K	-$8.5K	1	0.36%	Reduced
1415	RIG Renaissance Investment Group Lenox, Massachusetts	$415K	-$17.9K	1	0.19%	Reduced
1416	NME Notis-McConarty Edward	$413K	-$81.6K	2	0.29%	Reduced
1417	ALA Atherton Lane Advisers Menlo Park, California	$411K	-$14.5K	1	0.02%	Reduced
1418	JEW Jamison Eaton & Wood Bedminster, New Jersey	$408K	$0	1	0.12%	Maintained
1419	TFA Transamerica Financial Advisors St. Petersburg, Florida	$408K	+$370K	4	0.03%	Increased
1420	FBC Fairfield, Bush & Co Darien, Connecticut	$405K	-$6.8K	1	0.12%	Reduced
1421	NIMI Natixis Investment Managers International Paris, France	$396K	-$179K	1	0.05%	Reduced
1422	PIM Progressive Investment Management Lake Oswego, Oregon	$395K	-$4.6M	1	1.36%	Reduced
1423	WCM Washington Capital Management Seattle, Washington	$391K	$0	1	0.22%	Maintained
1424	MCM Murphy Capital Management Bedminster, New Jersey	$388K	+$389K	1	0.06%	New
1425	AL Agran Libbie Santa Monica, California	$387K	$0	1	0.09%	Maintained