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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	Bartlett & Co Cincinnati, Ohio	$879K	-$69.9K	4	0.04%	Reduced
1277	E. Ohman J:or Asset Management Stockholm, Sweden	$875K	$0	3	0.21%	Maintained
1278	NIM Nexus Investment Management Toronto, Ontario, Canada	$873K	-$67.2K	1	0.16%	Reduced
1279	ST Somerset Trust Somerset, Pennsylvania	$873K	-$51.3K	1	0.58%	Reduced
1280	ECM Everence Capital Management Goshen, Indiana	$865K	+$386K	2	0.3%	Increased
1281	AP Advisor Partners Walnut Creek, California	$864K	+$268K	3	0.38%	Increased
1282	GF Gerstein Fisher New York	$863K	+$435K	2	0.14%	Increased
1283	SC Searle & Co Greenwich, Connecticut	$861K	+$830K	2	0.73%	New
1284	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$858K	+$216	3	0.69%	Increased
1285	Diversified Trust Memphis, Tennessee	$856K	+$865K	2	0.08%	New
1286	Clifford Swan Investment Counsel Pasadena, California	$847K	$0	1	0.06%	Maintained
1287	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$843K	-$287K	1	0.16%	Reduced
1288	FHC First Houston Capital Houston, Texas	$843K	-$656K	1	0.75%	Reduced
1289	WIL Winifred I. Li	$840K	+$49.4K	4	0.79%	Increased
1290	BA Bard Associates Chicago, Illinois	$834K	$0	1	0.39%	Maintained
1291	Wedbush Securities Los Angeles, California	$824K	-$615K	3	0.13%	Reduced
1292	TCB Texas Capital Bancshares Dallas, Texas	$816K	+$791K	1	0.44%	New
1293	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$813K	+$95.9K	1	1.2%	Increased
1294	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$808K	+$11.1K	1	0.17%	Increased
1295	Sageworth Trust Lancaster, Pennsylvania	$807K	+$783K	1	0.25%	New
1296	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$802K	$0	1	0.91%	Maintained
1297	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$796K	+$91.3K	1	0.77%	Increased
1298	LCM Logan Capital Management Newtown Square, Pennsylvania	$795K	$0	1	0.06%	Maintained
1299	PC Palo Capital Newport Beach, California	$794K	+$835K	2	0.67%	New
1300	Needham Investment Management New York	$793K	-$216	1	0.17%	Reduced