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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
1301	FTC Farmers Trust Company Youngstown, Ohio	$347K	$0	1	0.13%	Maintained
1302	Laurion Capital Management New York	$341K	+$327K	1	0.03%	New
1303	TFA Transamerica Financial Advisors St. Petersburg, Florida	$340K	-$232K	2	0.04%	Reduced
1304	BFIM Beese Fulmer Investment Management Canton, Ohio	$339K	+$42K	1	0.13%	Increased
1305	VCAM Van Cleef Asset Management Beachwood, Ohio	$339K	+$33.6K	1	0.17%	Increased
1306	WIM Wilen Investment Management Bonita Springs, Florida	$329K	$0	1	0.22%	Maintained
1307	CCM Carderock Capital Management Chevy Chase, Maryland	$328K	$0	1	0.19%	Maintained
1308	PAS Partnervest Advisory Services Santa Barbara, California	$321K	+$91K	9	0.16%	Increased
1309	North Star Asset Management Neenah, Wisconsin	$317K	$0	1	0.04%	Maintained
1310	RGC Roberts, Glore & Co Deerfield, Illinois	$316K	-$196K	1	0.23%	Reduced
1311	SFSIG San Francisco Sentry Investment Group San Francisco, California	$316K	+$10.2K	4	0.12%	Increased
1312	TCTC Holdings Dallas, Texas	$314K	+$301K	1	0.02%	New
1313	ZCM Zebra Capital Management Stamford, Connecticut	$312K	-$359K	1	0.24%	Reduced
1314	Epoch Investment Partners New York	$305K	+$18.1K	1	0%	Increased
1315	SFP Santa Fe Partners Santa Fe, New Mexico	$305K	-$1.91M	1	0.06%	Reduced
1316	Apex Capital Management Dayton, Ohio	$303K	-$4.92M	1	0.01%	Reduced
1317	HM Harvest Management New York	$303K	+$67.2K	1	0.32%	Increased
1318	MC Middleton & Co Boston, Massachusetts	$302K	$0	1	0.08%	Maintained
1319	CCT Chemung Canal Trust Elmira, New York	$300K	+$461	1	0.07%	Increased
1320	MJP Michael J. Puzo	$296K	-$13.4K	1	0.25%	Reduced
1321	IC IKOS CIF Limassol, Cyprus	$292K	+$276K	1	0.36%	New
1322	MBT Montecito Bank & Trust Santa Barbara, California	$291K	-$29.1K	1	0.19%	Reduced
1323	SC Schulhoff & Co Cincinnati, Ohio	$290K	$0	1	0.21%	Maintained
1324	Wilmington Savings Fund Society Wilmington, Delaware	$290K	-$15.8K	1	0.02%	Reduced
1325	SAG Sterne Agee Group Birmingham, Alabama	$286K	-$226K	1	0.11%	Reduced