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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
1351	BBI Baxter Bros Inc Riverside, Connecticut	$439K	$0	1	0.2%	Maintained
1352	T TradeWorx Red Bank, New Jersey	$425K	-$243K	1	0.37%	Reduced
1353	RIM Ranger Investment Management Dallas, Texas	$424K	+$922	1	0.02%	Increased
1354	Advisory Services Network Atlanta, Georgia	$421K	-$30.4K	1	0.22%	Reduced
1355	GLI Guardian Life Insurance New York	$421K	-$15.5K	4	0.04%	Reduced
1356	Perigon Wealth Management San Francisco, California	$420K	+$364	1	0.23%	Increased
1357	RW Rand Wealth Baltimore, Maryland	$420K	-$60.3K	1	0.07%	Reduced
1358	SouthState Corp Winter Haven, Florida	$420K	-$199K	1	0.07%	Reduced
1359	LWI Long Wharf Investors Boston, Massachusetts	$417K	+$9.34K	1	0.36%	Increased
1360	TC Taylor Cottrill New London, New Hampshire	$411K	-$79.3K	1	0.21%	Reduced
1361	HL HeadInvest LLC Portland, Maine	$409K	+$66.3K	1	0.18%	Increased
1362	RU RobecoSam USA New York	$407K	-$17.6K	1	0.46%	Reduced
1363	FTC Farmers Trust Company Youngstown, Ohio	$396K	-$28.3K	1	0.14%	Reduced
1364	ZCM Zebra Capital Management Stamford, Connecticut	$394K	+$173K	1	0.16%	Increased
1365	IRS Invictus RG (Singapore) Singapore	$392K	-$215K	3	0.47%	Reduced
1366	WI Wedgewood Investors Erie, Pennsylvania	$392K	$0	1	0.42%	Maintained
1367	SFSIG San Francisco Sentry Investment Group San Francisco, California	$391K	+$16.5K	4	0.13%	Increased
1368	WA Wheatland Advisors Lancaster, Pennsylvania	$386K	$0	1	0.39%	Maintained
1369	CS Comerica Securities Detroit, Michigan	$385K	+$14.1K	1	0.37%	Increased
1370	KA Kovack Advisors Ft. Lauderdale, Florida	$384K	-$61.2K	1	1.31%	Reduced
1371	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$384K	-$2.45K	1	0.1%	Reduced
1372	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$382K	$0	1	0.13%	Maintained
1373	TNB Thomasville National Bank Thomasville, Georgia	$377K	$0	1	0.16%	Maintained
1374	Brighton Jones LLC Seattle, Washington	$376K	+$3.46K	1	0.09%	Increased
1375	HCM Highlander Capital Management Short Hills, New Jersey	$372K	-$71.9K	1	0.35%	Reduced