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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	Avalon Investment & Advisory Houston, Texas	$520K	+$510K	1	0.03%	New
1327	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$511K	$0	2	0.16%	Maintained
1328	CK Cohen Klingenstein New York	$505K	$0	1	0.1%	Maintained
1329	CCM CrestPoint Capital Management Four Seasons, Missouri	$500K	-$2.95K	1	0.31%	Reduced
1330	ANB Amarillo National Bank Amarillo, Texas	$493K	$0	1	0.4%	Maintained
1331	Atlantic Union Bankshares Glen Allen, Virginia	$493K	+$464K	2	0.23%	New
1332	QLMGAA QS Legg Mason Global Asset Allocation New York	$490K	-$44.3K	1	0.06%	Reduced
1333	PIA Peachtree Investment Advisors Atlanta, Georgia	$488K	-$59.5K	1	0.33%	Reduced
1334	HH Hilltop Holdings Dallas, Texas	$486K	-$158K	1	0.24%	Reduced
1335	MNBTD Moody National Bank Trust Division Galveston, Texas	$483K	-$3.9K	1	0.03%	Reduced
1336	JEW Jamison Eaton & Wood Bedminster, New Jersey	$482K	-$93.2K	1	0.13%	Reduced
1337	WI WrapManager Inc Mill Valley, California	$479K	-$122K	1	0.46%	Reduced
1338	DAM Delta Asset Management Memphis, Tennessee	$477K	+$38.7K	3	0.1%	Increased
1339	AIS American Investment Services Great Barrington, Massachusetts	$476K	$0	1	0.27%	Maintained
1340	LPT Legacy Private Trust Neenah, Wisconsin	$475K	$0	2	0.08%	Maintained
1341	ACS Archford Capital Strategies Swansea, Illinois	$470K	+$461K	5	0.39%	New
1342	I IberiaBank Lafayette, Louisiana	$465K	-$48.2K	2	0.29%	Reduced
1343	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$465K	-$895K	1	0.78%	Reduced
1344	ACM Argentus Capital Management Dallas, Texas	$462K	+$139K	1	0.11%	Increased
1345	BFIM Beese Fulmer Investment Management Canton, Ohio	$455K	+$66.3K	1	0.16%	Increased
1346	AGA Altrinsic Global Advisors Stamford, Connecticut	$454K	-$196K	1	0.01%	Reduced
1347	VNA VNBTrust National Association Charlottesville, Virginia	$451K	$0	1	0.22%	Maintained
1348	WIC Wood Investment Counsel Denver, Colorado	$450K	-$86.9K	1	0.07%	Reduced
1349	DTL Dynamic Technology Lab Singapore	$444K	+$326K	2	0.26%	Increased
1350	NGA Naples Global Advisors Naples, Florida	$440K	+$108K	1	0.27%	Increased