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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
1226	FNB First Niagara Bank Lockport, New York	$513K	+$2.08K	1	0.11%	Increased
1227	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$502K	$0	2	0.19%	Maintained
1228	BCM Bluefin Capital Management New York	$500K	-$3.06M	1	0.05%	Reduced
1229	CK Cohen Klingenstein New York	$497K	$0	1	0.11%	Maintained
1230	DLG Daniel L. Goodwin	$496K	$0	1	0.1%	Maintained
1231	WIC Wood Investment Counsel Denver, Colorado	$495K	$0	1	0.09%	Maintained
1232	RGI River Global Investors London, United Kingdom	$494K	+$414K	1	0.11%	New
1233	AMG National Trust Bank Greenwood Village, Colorado	$492K	-$6.61K	1	0.06%	Reduced
1234	AB Atlas Brown Louisville, Kentucky	$484K	-$875K	1	0.36%	Reduced
1235	ANB Amarillo National Bank Amarillo, Texas	$483K	$0	1	0.41%	Maintained
1236	FNYS First New York Securities New York	$480K	-$857K	2	0.19%	Reduced
1237	HAMF Hatteras Alternative Mutual Funds Raleigh, North Carolina	$480K	+$145K	1	0.32%	Increased
1238	HOAM Halcyon Offshore Asset Management New York	$477K	-$892K	1	0.11%	Reduced
1239	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$476K	-$8.64K	1	0.28%	Reduced
1240	BG Bollard Group Boston, Massachusetts	$475K	+$103K	2	0.06%	Increased
1241	WIS Wright Investors Service Shelton, Connecticut	$475K	-$321K	1	0.22%	Reduced
1242	BC Banced Corp Edwardsville, Illinois	$474K	-$289K	2	0.48%	Reduced
1243	BEAM Baker Ellis Asset Management Vancouver, Washington	$472K	$0	1	0.18%	Maintained
1244	ECM Endex Capital Management Overland Park, Kansas	$472K	$0	2	0.48%	Maintained
1245	KT Kanaly Trust Houston, Texas	$470K	-$33.6K	2	0.13%	Reduced
1246	PTC Private Trust Company Cleveland, Ohio	$470K	-$292K	9	0.21%	Reduced
1247	RW Rand Wealth Baltimore, Maryland	$470K	+$230K	1	0.09%	Increased
1248	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$469K	-$11.7K	1	0.16%	Reduced
1249	WI WrapManager Inc Mill Valley, California	$469K	+$43.5K	1	0.41%	Increased
1250	MCM Manchester Capital Management Manchester, Vermont	$467K	-$19.6K	3	0.08%	Reduced