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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
1251	Nexus Investment Management Toronto, Ontario, Canada	$775K	$0	1	0.15%	Maintained
1252	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$771K	-$16.2K	1	0.77%	Reduced
1253	Park National Corp Newark, Ohio	$764K	+$32.3K	1	0.05%	Increased
1254	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$764K	-$1.3M	1	1.59%	Reduced
1255	AIA Arrow Investment Advisors Laurel, Maryland	$763K	+$748K	1	0.14%	New
1256	ID Integral Derivatives New York	$762K	-$7.87M	1	0.01%	Reduced
1257	Fiduciary Trust International Lincoln, Massachusetts	$760K	$0	1	0.21%	Maintained
1258	GVT Genesee Valley Trust Pittsford, New York	$750K	+$25.8K	3	0.47%	Increased
1259	Birch Hill Investment Advisors Boston, Massachusetts	$745K	-$209K	1	0.08%	Reduced
1260	Dodge & Cox San Francisco, California	$744K	-$276K	1	0%	Reduced
1261	Colony Group Boston, Massachusetts	$741K	+$24.1K	5	0.1%	Increased
1262	Bingham Osborn & Scarborough San Francisco, California	$736K	-$142K	1	0.1%	Reduced
1263	Jones Financial Companies Des Peres, Missouri	$731K	-$56.7K	1	0.01%	Reduced
1264	BAM Barrett Asset Management New York	$726K	-$98.5K	1	0.06%	Reduced
1265	Philadelphia Trust Company Philadelphia, Pennsylvania	$717K	-$528K	1	0.05%	Reduced
1266	JNBA Financial Advisors Bloomington, Minnesota	$707K	-$4.42K	4	0.37%	Reduced
1267	SIM Spark Investment Management New York	$706K	-$325K	2	0.11%	Reduced
1268	YMRC Yorktown Management & Research Company Forest, Virginia	$706K	+$208K	3	0.13%	Increased
1269	Advisor Partners Walnut Creek, California	$704K	+$34.3K	2	0.39%	Increased
1270	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$690K	-$124K	1	0.05%	Reduced
1271	LOM Loeb Offshore Management New York	$689K	+$692K	1	0.2%	New
1272	RVGI RRE Ventures GP III New York	$686K	$0	1	3.44%	Maintained
1273	Manchester Capital Management Manchester, Vermont	$683K	-$52.4K	4	0.11%	Reduced
1274	HOAM Halcyon Offshore Asset Management New York	$663K	-$8.05M	1	0.07%	Reduced
1275	Gabelli & Co Investment Advisers Rye, New York	$661K	$0	1	0.18%	Maintained