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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	AIM Anchor Investment Management Columbia, South Carolina	$700K	-$21.3K	4	0.28%	Reduced
1302	GLRA Gerald L. Ray & Associates Dallas, Texas	$683K	$0	2	0.11%	Maintained
1303	WCM Washington Capital Management Seattle, Washington	$669K	$0	1	0.95%	Maintained
1304	NB NBT Bank Norwich, New York	$665K	+$43K	1	0.12%	Increased
1305	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$665K	+$4.97K	1	0.83%	Increased
1306	HIM Herald Investment Management London, United Kingdom	$662K	$0	1	0.28%	Maintained
1307	EGA Emerging Global Advisors New York	$661K	-$32.7K	1	0.47%	Reduced
1308	FNB Farmers National Bank Danville, Kentucky	$659K	+$665K	2	0.39%	New
1309	Gofen & Glossberg Chicago, Illinois	$659K	-$102K	1	0.03%	Reduced
1310	Loews Corp New York	$656K	+$197K	2	0.01%	Increased
1311	Wedbush Securities Los Angeles, California	$650K	+$17.8K	3	0.11%	Increased
1312	ZF Zhang Financial Portage, Michigan	$649K	$0	1	0.36%	Maintained
1313	TNB Thomasville National Bank Thomasville, Georgia	$646K	+$51.9K	1	0.17%	Increased
1314	VNA Valley National Advisers Bethlehem, Pennsylvania	$643K	+$20.4K	2	0.33%	Increased
1315	IFS Ifrah Financial Services Little Rock, Arkansas	$641K	-$11.8K	1	0.26%	Reduced
1316	NAM NorthCoast Asset Management Greenwich, Connecticut	$637K	-$873K	1	0.04%	Reduced
1317	BCM Birmingham Capital Management Birmingham, Alabama	$635K	-$37.1K	1	0.28%	Reduced
1318	TCB Texas Capital Bancshares Dallas, Texas	$634K	$0	1	1.44%	Maintained
1319	CAAS Capital Asset Advisory Services Williamston, Michigan	$631K	-$387K	1	0.83%	Reduced
1320	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$631K	$0	1	0.16%	Maintained
1321	PM Parametrica Management Wanchai, Hong Kong	$628K	+$632K	2	0.94%	New
1322	NewEdge Advisors New Orleans, Louisiana	$627K	+$546K	1	0.26%	New
1323	WP WealthPLAN Partners Omaha, Nebraska	$627K	+$1.35M	6	0.08%	New
1324	CK Cohen Klingenstein New York	$622K	$0	1	0.11%	Maintained
1325	SL Summitry LLC Foster City, California	$621K	+$639K	1	0.06%	New