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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
1276	HCM Highlander Capital Management Short Hills, New Jersey	$409K	$0	1	0.41%	Maintained
1277	LWI Long Wharf Investors Boston, Massachusetts	$395K	+$401K	1	0.38%	New
1278	PAA Peregrine Asset Advisers Portland, Oregon	$395K	-$868K	1	0.38%	Reduced
1279	Bailard Foster City, California	$391K	-$198K	1	0.07%	Reduced
1280	HH Hilltop Holdings Dallas, Texas	$390K	+$30.5K	1	0.23%	Increased
1281	Loews Corp New York	$389K	+$380K	1	0%	New
1282	IMS Index Management Solutions Philadelphia, Pennsylvania	$386K	+$365K	6	0.11%	New
1283	HL HeadInvest LLC Portland, Maine	$382K	-$95K	1	0.17%	Reduced
1284	AL Agran Libbie Santa Monica, California	$378K	-$74.8K	1	0.11%	Reduced
1285	BBI Baxter Bros Inc Riverside, Connecticut	$378K	+$34.9K	1	0.21%	Increased
1286	CS Comerica Securities Detroit, Michigan	$378K	-$33.6K	1	0.43%	Reduced
1287	GGPS Gary Goldberg Planning Services Suffern, New York	$378K	+$175K	3	0.23%	Increased
1288	Boston Financial Management Boston, Massachusetts	$377K	$0	1	0.06%	Maintained
1289	SPC Stewart & Patten Company Lafayette, California	$375K	-$5.99K	1	0.08%	Reduced
1290	AP Advisor Partners Walnut Creek, California	$369K	+$17.4K	1	0.26%	Increased
1291	TC Telemus Capital Southfield, Michigan	$365K	+$356K	1	0.11%	New
1292	AB AT Bancorp Dubuque, Iowa	$363K	$0	1	0.13%	Maintained
1293	CPA Columbia Pacific Advisors Seattle, Washington	$362K	+$368K	1	0.4%	New
1294	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$360K	-$13.4K	1	0.13%	Reduced
1295	WI Wedgewood Investors Erie, Pennsylvania	$360K	+$7.39K	1	0.43%	Increased
1296	RHJA Rice Hall James & Associates San Diego, California	$357K	-$70.1K	1	0.03%	Reduced
1297	DAM Delta Asset Management Memphis, Tennessee	$350K	+$65.8K	3	0.09%	Increased
1298	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$350K	+$335K	1	0.31%	New
1299	Brighton Jones LLC Seattle, Washington	$349K	+$341K	1	0.09%	New
1300	SCM Salem Capital Management Woburn, Massachusetts	$348K	+$333K	1	0.16%	New