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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	BOH Bank of Hawaii Honolulu, Hawaii	$619K	-$703K	2	0.07%	Reduced
1302	First National Trust Hermitage, Pennsylvania	$619K	+$621K	2	0.1%	New
1303	CB Chemical Bank Detroit, Michigan	$611K	-$327K	1	0.09%	Reduced
1304	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$611K	+$37.6K	1	0.1%	Increased
1305	FPFS First Personal Financial Services Charlotte, North Carolina	$610K	+$15.2K	2	0.34%	Increased
1306	WIA Westbourne Investment Advisors Annapolis, Maryland	$606K	-$48.7K	1	0.59%	Reduced
1307	Edmond de Rothschild Holding Chambesy, Switzerland	$604K	-$5.5M	4	0.02%	Reduced
1308	MCM Murphy Capital Management Bedminster, New Jersey	$603K	+$628K	1	0.09%	New
1309	RQS Ramsey Quantitative Systems Louisville, Kentucky	$595K	-$451K	1	0.63%	Reduced
1310	TWI Thomas White International Chicago, Illinois	$591K	-$1.22M	1	0.08%	Reduced
1311	DIA Dean Investment Associates Beavercreek, Ohio	$589K	+$1.73K	1	0.13%	Increased
1312	WRM Westport Resources Management Westport, Connecticut	$587K	+$69.4K	5	0.17%	Increased
1313	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$585K	-$30K	1	0.74%	Reduced
1314	CCM Connective Capital Management Palo Alto, California	$575K	+$1.04M	1	1.21%	New
1315	FHC First Houston Capital Houston, Texas	$572K	-$92.1K	1	0.52%	Reduced
1316	ZF Zhang Financial Portage, Michigan	$568K	-$543K	1	0.34%	Reduced
1317	GPCM Granite Point Capital Management Boston, Massachusetts	$564K	+$534K	1	0.08%	New
1318	EGA Emerging Global Advisors New York	$563K	-$388K	1	0.44%	Reduced
1319	SAA Southeast Asset Advisors Thomasville, Georgia	$562K	-$12K	1	0.19%	Reduced
1320	SI Sprott Inc Toronto, Ontario, Canada	$558K	+$591K	1	0.02%	New
1321	SCM Schnieders Capital Management Pasadena, California	$554K	+$9.01K	1	0.34%	Increased
1322	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$554K	+$525K	1	0.25%	Increased
1323	TCB Texas Capital Bancshares Dallas, Texas	$552K	$0	1	0.91%	Maintained
1324	Bartlett & Co Cincinnati, Ohio	$548K	-$77.5K	4	0.03%	Reduced
1325	CTA Colonial Trust Advisors Spartanburg, South Carolina	$543K	-$86.6K	1	0.18%	Reduced