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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	ACM Americafirst Capital Management Roseville, California	$798K	+$580K	3	0.66%	Increased
1277	Loews Corp New York	$795K	+$78.7K	3	0.01%	Increased
1278	GCA Gideon Capital Advisors New York	$792K	+$416K	2	0.48%	Increased
1279	SCM Salem Capital Management Woburn, Massachusetts	$792K	-$37.6K	1	0.43%	Reduced
1280	MCM Manchester Capital Management Manchester, Vermont	$787K	$0	3	0.11%	Maintained
1281	SAA Southeast Asset Advisors Thomasville, Georgia	$786K	$0	2	0.26%	Maintained
1282	NB NBT Bank Norwich, New York	$776K	+$44K	1	0.14%	Increased
1283	FWSM First Wilshire Securities Management Pasadena, California	$774K	$0	1	0.23%	Maintained
1284	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$767K	-$38.5K	2	0.05%	Reduced
1285	SCM Sandler Capital Management New York	$766K	-$338K	2	0.09%	Reduced
1286	PA Probity Advisors Dallas, Texas	$758K	-$70.7K	1	0.33%	Reduced
1287	Quadrant Capital Group Cincinnati, Ohio	$758K	+$5.03K	15	0.49%	Increased
1288	JFA JNBA Financial Advisors Bloomington, Minnesota	$755K	+$413K	13	0.11%	Increased
1289	SignatureFD Atlanta, Georgia	$755K	+$394K	13	0.11%	Increased
1290	SCM Schnieders Capital Management Pasadena, California	$751K	$0	1	0.42%	Maintained
1291	BTNA Bremer Trust National Association St. Cloud, Minnesota	$749K	+$141K	2	0.2%	Increased
1292	AIM Anchor Investment Management Columbia, South Carolina	$748K	+$599	5	0.29%	Increased
1293	TNAM Terra Nova Asset Management New York	$744K	+$764K	1	1.62%	New
1294	FNB Farmers National Bank Danville, Kentucky	$738K	+$19.9K	2	0.22%	Increased
1295	F.L. Putnam Investment Management Lynnfield, Massachusetts	$732K	+$752K	1	0.08%	New
1296	AFG American Financial Group Cincinnati, Ohio	$730K	$0	2	0.05%	Maintained
1297	Capital Analysts LLC Fort Washington, Pennsylvania	$726K	+$515K	2	0.14%	Increased
1298	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$725K	$0	1	0.35%	Maintained
1299	Boothbay Fund Management New York	$724K	-$1.36M	3	0.16%	Reduced
1300	VNA Valley National Advisers Bethlehem, Pennsylvania	$720K	+$15.1K	2	0.37%	Increased