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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
1451	CCP Clough Capital Partners Boston, Massachusetts	$329K	-$110K	1	0.01%	Reduced
1452	Cullen Capital Management New York	$326K	+$326K	1	0.01%	New
1453	RFG Advisory Birmingham, Alabama	$323K	-$12.3K	1	0.25%	Reduced
1454	MPM Meritage Portfolio Management Overland Park, Kansas	$322K	$0	1	0.03%	Maintained
1455	RGC Roberts, Glore & Co Deerfield, Illinois	$321K	-$28K	1	0.22%	Reduced
1456	AAM Aureus Asset Management Boston, Massachusetts	$320K	+$317K	1	0.07%	New
1457	HC Hurley Capital New York	$319K	$0	1	0.42%	Maintained
1458	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$318K	+$84.3K	1	0.33%	Increased
1459	TIP Torray Investment Partners Bethesda, Maryland	$318K	-$11.2M	1	0.04%	Reduced
1460	GAM Gould Asset Management Claremont, California	$317K	-$33.1K	1	0.16%	Reduced
1461	CT Cambridge Trust Cambridge, Massachusetts	$315K	-$329K	1	0.03%	Reduced
1462	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$315K	-$528K	1	0.06%	Reduced
1463	ZB Zions Bancorporation Salt Lake City, Utah	$313K	+$318K	7	0.05%	New
1464	WIM Wilen Investment Management Bonita Springs, Florida	$310K	$0	1	0.21%	Maintained
1465	ACM Aviance Capital Management Sarasota, Florida	$309K	-$2.88M	1	0.01%	Reduced
1466	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$308K	+$36.3K	1	0.21%	Increased
1467	I IberiaBank Lafayette, Louisiana	$307K	$0	1	0.14%	Maintained
1468	LC Lakeshore Capital Birmingham, Alabama	$306K	+$34K	1	0.5%	Increased
1469	PTC Private Trust Company Cleveland, Ohio	$306K	+$408	1	0.09%	Increased
1470	DCM DAFNA Capital Management Los Angeles, California	$305K	$0	1	0.23%	Maintained
1471	HCM Highlander Capital Management Short Hills, New Jersey	$304K	$0	1	0.26%	Maintained
1472	IMAS ID Management A/S Randers, Denmark	$303K	$0	1	0.14%	Maintained
1473	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$302K	-$42.8K	3	0.05%	Reduced
1474	IAM Integre Asset Management New York	$302K	-$13.5M	1	0.06%	Reduced
1475	NIM Northeast Investment Management Boston, Massachusetts	$302K	$0	1	0.03%	Maintained