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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	Perigon Wealth Management San Francisco, California	$634K	+$106K	1	0.19%	Increased
1352	PIA Peachtree Investment Advisors Atlanta, Georgia	$626K	+$188K	1	0.42%	Increased
1353	SCM Salem Capital Management Woburn, Massachusetts	$625K	+$82.5K	1	0.3%	Increased
1354	BFG Beacon Financial Group Dallas, Texas	$623K	+$561K	2	0.13%	New
1355	Thomaspartners Boston, Massachusetts	$619K	$0	1	0.01%	Maintained
1356	IRS Invictus RG (Singapore) Singapore	$618K	+$461K	4	0.67%	Increased
1357	NAM North American Management Boston, Massachusetts	$617K	-$33K	1	0.1%	Reduced
1358	CK Cohen Klingenstein New York	$611K	$0	1	0.11%	Maintained
1359	SEC Seven Eight Capital New York	$608K	-$172K	3	1.01%	Reduced
1360	FTI Fiduciary Trust International Lincoln, Massachusetts	$607K	$0	1	0.17%	Maintained
1361	Loews Corp New York	$603K	+$116K	1	0%	Increased
1362	MNBTD Moody National Bank Trust Division Galveston, Texas	$603K	$0	1	0.04%	Maintained
1363	SAM Shikiar Asset Management New York	$598K	-$3.48K	1	0.28%	Reduced
1364	AW Alpha Windward Westwood, Massachusetts	$595K	+$74.2K	3	0.39%	Increased
1365	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$595K	$0	1	0.15%	Maintained
1366	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$594K	$0	2	0.12%	Maintained
1367	Busey Bank Urbana, Illinois	$587K	$0	1	0.08%	Maintained
1368	MSR Main Street Research Lakeville, Connecticut	$584K	+$1.03K	1	0.13%	Increased
1369	Heritage Investors Management Corp Bethesda, Maryland	$579K	+$87.6K	1	0.05%	Increased
1370	WF WealthTrust Fairport Cleveland, Ohio	$578K	+$3.35K	3	0.08%	Increased
1371	Prospera Financial Services Dallas, Texas	$575K	+$240K	2	0.14%	Increased
1372	GVT Genesee Valley Trust Pittsford, New York	$570K	-$205K	1	0.36%	Reduced
1373	NIMI Natixis Investment Managers International Paris, France	$569K	+$551K	2	0.07%	New
1374	DAM Delta Asset Management Memphis, Tennessee	$564K	+$5.27K	3	0.11%	Increased
1375	Epoch Investment Partners New York	$563K	+$196K	1	0%	Increased