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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
1201	FIM Freedom Investment Management Hartford, Connecticut	$590K	+$663K	1	0.17%	New
1202	AF Aegis Financial Mc Lean, Virginia	$588K	$0	1	0.18%	Maintained
1203	I IberiaBank Lafayette, Louisiana	$585K	+$13.4K	2	0.38%	Increased
1204	Wedbush Securities Los Angeles, California	$582K	-$157K	3	0.15%	Reduced
1205	RIG Renaissance Investment Group Lenox, Massachusetts	$579K	$0	1	0.32%	Maintained
1206	BCM Bourgeon Capital Management Darien, Connecticut	$578K	$0	1	0.39%	Maintained
1207	MSI Financial Services Springfield, Massachusetts	$573K	+$267K	7	0.1%	Increased
1208	IIC Ironwood Investment Counsel Scottsdale, Arizona	$571K	+$8.26K	1	0.38%	Increased
1209	PIM Penobscot Investment Management Boston, Massachusetts	$571K	+$14.1K	2	0.22%	Increased
1210	GIS Guardian Investor Services New York	$570K	-$7.75K	4	0.48%	Reduced
1211	Heritage Investors Management Corp Bethesda, Maryland	$560K	$0	1	0.05%	Maintained
1212	CCA Cobblestone Capital Advisors Rochester, New York	$552K	-$85.7K	2	0.11%	Reduced
1213	BCM Birmingham Capital Management Birmingham, Alabama	$550K	$0	1	0.22%	Maintained
1214	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$550K	+$9.1K	4	0.28%	Increased
1215	JFA JNBA Financial Advisors Bloomington, Minnesota	$542K	+$33.9K	4	0.34%	Increased
1216	HPA Hilltop Park Associates New York	$540K	+$550K	1	0.43%	New
1217	ANRIA American National Registered Investment Advisor Galveston, Texas	$531K	$0	1	0.3%	Maintained
1218	Hillsdale Investment Management Toronto, Ontario, Canada	$531K	-$1.05M	3	0.16%	Reduced
1219	JEW Jamison Eaton & Wood Bedminster, New Jersey	$530K	$0	1	0.15%	Maintained
1220	South Texas Money Management San Antonio, Texas	$527K	$0	1	0.04%	Maintained
1221	Rafferty Asset Management New York	$526K	-$569K	1	0.1%	Reduced
1222	VIM Veritas Investment Management London, United Kingdom	$524K	$0	1	0.3%	Maintained
1223	SouthState Corp Winter Haven, Florida	$521K	-$16.8K	1	0.1%	Reduced
1224	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$519K	+$17.1K	9	0.33%	Increased
1225	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$517K	+$19.4K	3	0.13%	Increased