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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
1176	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$1.05M	+$1.08M	3	0.28%	New
1177	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$1.05M	+$533K	1	2.81%	Increased
1178	Crawford Investment Counsel Atlanta, Georgia	$1.04M	-$200K	2	0.05%	Reduced
1179	CBB Citizens Business Bank Ontario, California	$1.04M	+$46K	1	0.2%	Increased
1180	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$1.04M	$0	2	0.81%	Maintained
1181	Fulton Bank Lancaster, Pennsylvania	$1.03M	-$55.3K	2	0.11%	Reduced
1182	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.03M	+$179K	2	0.08%	Increased
1183	RBF Capital San Francisco, California	$1.03M	$0	2	0.19%	Maintained
1184	JGUA John G. Ullman & Associates Corning, New York	$1.02M	-$72K	1	0.23%	Reduced
1185	OCM Orleans Capital Management Mandeville, Louisiana	$1.02M	-$275K	1	0.78%	Reduced
1186	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.01M	+$8.04K	2	1.09%	Increased
1187	Apex Capital Management Dayton, Ohio	$1.01M	-$67.4K	1	0.02%	Reduced
1188	FHC First Heartland Consultants Lake St. Louis, Missouri	$1M	$0	1	0.38%	Maintained
1189	DSC Duncker Streett & Co St. Louis, Missouri	$1M	-$31.4K	1	0.38%	Reduced
1190	MAA Mraz Amerine & Associates Modesto, California	$996K	+$50.1K	1	0.38%	Increased
1191	PCM Parsons Capital Management Providence, Rhode Island	$995K	$0	1	0.14%	Maintained
1192	BCM Bayesian Capital Management Brooklyn, New York	$993K	+$966K	3	1.42%	New
1193	Calamos Wealth Management Naperville, Illinois	$992K	-$730K	1	0.2%	Reduced
1194	Stratos Wealth Partners Beachwood, Ohio	$987K	+$105K	2	0.08%	Increased
1195	Shelton Capital Management Denver, Colorado	$986K	$0	2	0.1%	Maintained
1196	AIS American Investment Services Great Barrington, Massachusetts	$985K	+$180K	2	0.54%	Increased
1197	IAM ICM Asset Management Spokane, Washington	$981K	+$295K	1	1.44%	Increased
1198	PG Patten Group Chattanooga, Tennessee	$979K	-$191K	4	0.47%	Reduced
1199	SIM Sonora Investment Management Tucson, Arizona	$978K	-$736K	3	0.25%	Reduced
1200	CPA Court Place Advisors Ellicott City, Maryland	$969K	+$165K	1	0.62%	Increased