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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	DI DUMAC Inc Durham, North Carolina	$783K	$0	1	0.96%	Maintained
1402	CAS Cue Advisory Services Phoenix, Arizona	$778K	-$20.5K	2	0.56%	Reduced
1403	Quadrant Capital Group Cincinnati, Ohio	$778K	-$8.41K	17	0.34%	Reduced
1404	DSI Daiwa SB Investments Tokyo, Japan	$775K	-$62.9K	2	0.21%	Reduced
1405	GBT Grove Bank & Trust Miami, Florida	$774K	+$354K	7	0.5%	Increased
1406	Loews Corp New York	$769K	+$30.5K	3	0%	Increased
1407	OC Oakworth Capital Birmingham, Alabama	$769K	-$1.82K	3	0.21%	Reduced
1408	CWM Cornerstone Wealth Management St. Peters, Missouri	$761K	-$72.7K	2	0.17%	Reduced
1409	Tower Research Capital (TRC) New York	$752K	-$102K	13	0.09%	Reduced
1410	IIC Ironwood Investment Counsel Scottsdale, Arizona	$743K	$0	1	0.28%	Maintained
1411	Parallax Volatility Advisers San Francisco, California	$739K	-$1.71M	5	0%	Reduced
1412	MC Muzinich & Co New York	$733K	+$18.6K	3	0.06%	Increased
1413	FCAG First Capital Advisors Group Little Silver, New Jersey	$729K	-$67.9K	1	0.5%	Reduced
1414	Gofen & Glossberg Chicago, Illinois	$722K	$0	1	0.03%	Maintained
1415	LAIC Lederer & Associates Investment Counsel Long Beach, California	$721K	-$84.3K	2	0.69%	Reduced
1416	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$721K	$0	2	0.14%	Maintained
1417	UFF USA Financial Formulas Ada, Michigan	$721K	-$113K	1	0.17%	Reduced
1418	BFIM Beese Fulmer Investment Management Canton, Ohio	$719K	$0	1	0.17%	Maintained
1419	Heritage Investors Management Corp Bethesda, Maryland	$719K	$0	2	0.05%	Maintained
1420	AT Arden Trust Wilmington, Delaware	$709K	+$460K	2	0.11%	Increased
1421	WP WMS Partners Towson, Maryland	$702K	-$1.6K	1	0.09%	Reduced
1422	Eventide Asset Management Boston, Massachusetts	$700K	+$191K	1	0.04%	Increased
1423	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$700K	-$4.12M	2	0.18%	Reduced
1424	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$699K	-$349K	6	0.07%	Reduced
1425	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$698K	+$367K	2	0.57%	Increased