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Digital Infrastructure (DIGI)
AI & Data Center Suite
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Last Week's Signals and Model Confirmation Points
Examining recent targeted exposure model confirmation points
Nov 19
Last Week's Signals and Model Confirmation Points
Examining recent targeted exposure model confirmation points
Nov 13
Last Week's Signals and Model Confirmation Points
Examining recent targeted exposure model confirmation points
Nov 5
October Update - Tematica Select Digital Infrastructure Model (DIGI)
This model focuses on companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected…
Nov 4
AI & Data Center Ecosystem Update [October]
Performance attribution and valuation update as of October month end.
Nov 4
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Model Factsheet Update [October]
The latest performance and valuation updates on the suite of Tematica Select Models
Nov 3
1
BofA Ups Its Outlook for the Chip Sector
And yes, AI and data center are a big driver for that stronger outlook
Oct 21
1
1
Last Week's Signals and Model Confirmation Points
Examining recent targeted exposure model confirmation points
Oct 21
1
AI & Data Center Ecosystem Midday Update (Oct-15-2025)
A quick hit on the day featuring a look through on holdings of the 5 models that constitute this suite.
Oct 15
Tematica Select Model Suite Midday Update (Oct-15-2025)
A quick hit on the day covering broad markets and the Tematica Select Model Suite
Oct 15
6:58
Last Week's Signals and Some Model Confirmation Points
Examining recent targeted exposure model confirmation points
Oct 13
1
1
AI & Data Center Ecosystem Midday Update (Oct-10-2025)
A quick hit on the day featuring a look through on holdings of the 5 models that constitute this suite.
Oct 10
1
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