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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	WF WealthTrust Fairport Cleveland, Ohio	$535K	+$64.3K	3	0.08%	Increased
1327	DAM Delta Asset Management Memphis, Tennessee	$534K	+$39.6K	3	0.11%	Increased
1328	PIA Phoenix Investment Adviser New York	$534K	+$545K	1	0.53%	New
1329	VNA VNBTrust National Association Charlottesville, Virginia	$534K	-$43.4K	1	0.28%	Reduced
1330	BBI Baxter Bros Inc Riverside, Connecticut	$530K	+$129K	1	0.21%	Increased
1331	PIM Penobscot Investment Management Boston, Massachusetts	$530K	-$6.38K	2	0.18%	Reduced
1332	ECM Everence Capital Management Goshen, Indiana	$529K	$0	2	0.19%	Maintained
1333	EIM Essex Investment Management Boston, Massachusetts	$518K	-$1.09M	1	0.08%	Reduced
1334	RIG Renaissance Investment Group Lenox, Massachusetts	$518K	$0	1	0.25%	Maintained
1335	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$513K	-$20.4K	2	0.16%	Reduced
1336	MSR Main Street Research Lakeville, Connecticut	$511K	+$30.4K	1	0.11%	Increased
1337	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$511K	$0	1	0.38%	Maintained
1338	KT Kanaly Trust Houston, Texas	$508K	-$61.6K	3	0.1%	Reduced
1339	AW Alpha Windward Westwood, Massachusetts	$507K	+$444K	3	0.36%	Increased
1340	IIC Ironwood Investment Counsel Scottsdale, Arizona	$507K	$0	1	0.27%	Maintained
1341	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$505K	-$19.3K	2	0.19%	Reduced
1342	PIA Peachtree Investment Advisors Atlanta, Georgia	$504K	+$15.2K	1	0.34%	Increased
1343	GCIA Gabelli & Co Investment Advisers Rye, New York	$501K	-$63.8K	1	0.08%	Reduced
1344	Perigon Wealth Management San Francisco, California	$497K	+$3.43K	1	0.15%	Increased
1345	RW Rand Wealth Baltimore, Maryland	$497K	-$40.5K	1	0.07%	Reduced
1346	SAM Shikiar Asset Management New York	$491K	+$502K	1	0.21%	New
1347	BL Bolton LP Greenwich, Connecticut	$490K	+$716K	1	0.1%	New
1348	South Texas Money Management San Antonio, Texas	$490K	-$2.48K	1	0.03%	Reduced
1349	SIM SSI Investment Management Los Angeles, California	$488K	+$16.7K	1	0.05%	Increased
1350	GIS Guardian Investor Services New York	$483K	-$30.6K	4	0.39%	Reduced