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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	BBI Baxter Bros Inc Riverside, Connecticut	$966K	+$94.6K	1	0.36%	Increased
1202	FBT First Bankers Trust Louisville, Kentucky	$966K	-$25K	1	0.42%	Reduced
1203	Quadrant Capital Group Cincinnati, Ohio	$958K	+$253K	12	0.66%	Increased
1204	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$957K	-$102K	2	0.05%	Reduced
1205	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$955K	+$990K	2	0.88%	New
1206	SC Searle & Co Greenwich, Connecticut	$951K	+$5.42K	2	0.91%	Increased
1207	AMIM Aull & Monroe Investment Management Mobile, Alabama	$950K	$0	2	0.59%	Maintained
1208	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$949K	-$76.7K	3	0.25%	Reduced
1209	PCM Piermont Capital Management St. Louis, Missouri	$948K	+$395K	2	0.3%	Increased
1210	PWS Peloton Wealth Strategists Indianapolis, Indiana	$947K	-$86.6K	1	0.82%	Reduced
1211	Stock Yards Bank & Trust Louisville, Kentucky	$946K	-$28.4K	2	0.13%	Reduced
1212	NIM Nexus Investment Management Toronto, Ontario, Canada	$942K	+$126K	1	0.19%	Increased
1213	Park National Corp Newark, Ohio	$938K	-$4.39K	2	0.06%	Reduced
1214	KFA Kays Financial Advisory Atlanta, Georgia	$936K	+$77.5K	1	0.49%	Increased
1215	CI Capital Innovations Pewaukee, Wisconsin	$924K	-$98.5K	2	1.2%	Reduced
1216	Burgundy Asset Management Toronto, Ontario, Canada	$922K	$0	1	0.01%	Maintained
1217	LPT Legacy Private Trust Neenah, Wisconsin	$922K	+$701K	2	0.14%	Increased
1218	Oberweis Asset Management Lisle, Illinois	$921K	+$185K	1	0.26%	Increased
1219	NRS Neville Rodie & Shaw New York	$918K	-$105K	2	0.11%	Reduced
1220	CAAS Capital Asset Advisory Services Williamston, Michigan	$914K	+$936K	1	1.28%	New
1221	ECM Everence Capital Management Goshen, Indiana	$913K	$0	2	0.3%	Maintained
1222	SMC Smith, Moore & Co Clayton, Missouri	$912K	+$949K	1	0.45%	New
1223	Ronald Blue & Co Roswell, Georgia	$905K	-$193K	1	0.05%	Reduced
1224	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$903K	-$81.8K	1	0.74%	Reduced
1225	Advisory Services Network Atlanta, Georgia	$901K	+$30.1K	11	0.29%	Increased