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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
1676	RCM RB Capital Management Reno, Nevada	$239K	+$1.45K	1	0.21%	Increased
1677	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$238K	-$1.7K	1	0.05%	Reduced
1678	Davidson Kempner Capital Management New York	$237K	-$96.2K	1	0%	Reduced
1679	MFS Madrona Financial Services Everett, Washington	$237K	+$240K	1	0.24%	New
1680	BTIS BB&T Investment Services Charlotte, North Carolina	$236K	+$54.6K	9	0.06%	Increased
1681	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$236K	+$241K	1	0.16%	New
1682	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$236K	-$916	1	0.04%	Reduced
1683	BCM Beck Capital Management Austin, Texas	$235K	+$226K	1	0.12%	New
1684	CAM Columbia Asset Management Ann Arbor, Michigan	$235K	-$40K	1	0.08%	Reduced
1685	SCM Salem Capital Management Woburn, Massachusetts	$235K	$0	1	0.13%	Maintained
1686	BW Biegel & Waller Columbia, Maryland	$234K	$0	1	0.14%	Maintained
1687	CM Capital Management Glen Allen, Virginia	$233K	$0	1	0.07%	Maintained
1688	GAM Gould Asset Management Claremont, California	$229K	$0	1	0.11%	Maintained
1689	Harvest Fund Management Beijing, China	$229K	-$48K	3	0.03%	Reduced
1690	SIC Shoker Investment Counsel Oxford, Ohio	$229K	+$1.95K	1	0.18%	Increased
1691	HM Payson & Co Portland, Maine	$228K	+$203K	2	0.01%	Increased
1692	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$226K	$0	1	0.15%	Maintained
1693	SSG Summit Securities Group New York	$225K	-$607K	1	0.04%	Reduced
1694	BI Bulldog Investors Saddle Brook, New Jersey	$224K	-$5.11K	1	0.06%	Reduced
1695	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$224K	+$220K	1	0.18%	New
1696	FIB First Interstate Bank Billings, Montana	$223K	-$7.64K	6	0.05%	Reduced
1697	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$223K	-$16.7K	1	0.15%	Reduced
1698	OAM Origin Asset Management London, United Kingdom	$222K	-$66.6K	1	0.01%	Reduced
1699	WC Whitney & Co Rochester, New York	$222K	$0	1	0.07%	Maintained
1700	CIC Cutler Investment Counsel Jacksonville, Oregon	$219K	$0	1	0.05%	Maintained