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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
1326	Vontobel Asset Management New York	$285K	+$325K	1	0%	New
1327	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$282K	-$18.6K	3	0.18%	Reduced
1328	PG Portola Group San Jose, California	$282K	-$20.1K	1	0.17%	Reduced
1329	LC Lakeshore Capital Birmingham, Alabama	$276K	$0	1	0.25%	Maintained
1330	TCM Tufton Capital Management Hunt Valley, Maryland	$276K	+$1.07K	1	0.07%	Increased
1331	GAM Griffin Asset Management New York	$275K	$0	1	0.09%	Maintained
1332	CA Continental Advisors Park City, Utah	$273K	$0	1	0.07%	Maintained
1333	CC Courier Capital Buffalo, New York	$272K	-$248K	1	0.06%	Reduced
1334	JAMONY Jacob Asset Management of New York Hermosa Beach, California	$269K	$0	1	0.33%	Maintained
1335	WCM Washington Capital Management Seattle, Washington	$268K	-$111K	1	0.07%	Reduced
1336	MRCM M&R Capital Management Summit, New Jersey	$267K	$0	1	0.08%	Maintained
1337	ACM Alpha Capital Management Austin, Texas	$266K	$0	1	0.24%	Maintained
1338	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$263K	+$254K	3	0.16%	New
1339	CBB Citizens Business Bank Ontario, California	$258K	$0	1	0.06%	Maintained
1340	Prospera Financial Services Dallas, Texas	$258K	+$2.26K	1	0.1%	Increased
1341	AI ArchPoint Investors Coral Gables, Florida	$257K	-$7.05K	1	0.28%	Reduced
1342	ZAM Zevin Asset Management Boston, Massachusetts	$252K	+$4.21K	1	0.08%	Increased
1343	ZTNA Zions Trust National Association Salt Lake City, Utah	$252K	$0	1	0.37%	Maintained
1344	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$251K	$0	1	0.06%	Maintained
1345	MC Menta Capital San Francisco, California	$249K	-$449K	1	0.13%	Reduced
1346	DBT Dubuque Bank & Trust Dubuque, Iowa	$248K	+$89.1K	2	0.05%	Increased
1347	MCM Maryland Capital Management Towson, Maryland	$245K	+$24.9K	1	0.04%	Increased
1348	KFS Kurt F. Somerville	$243K	-$22K	1	0.1%	Reduced
1349	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$240K	$0	1	0.18%	Maintained
1350	BC Barnett & Company Chattanooga, Tennessee	$239K	-$1.12M	1	0.12%	Reduced