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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
1376	AB AT Bancorp Dubuque, Iowa	$390K	$0	1	0.12%	Maintained
1377	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$388K	-$9.96K	1	0.14%	Reduced
1378	Perigon Wealth Management San Francisco, California	$388K	+$393K	1	0.22%	New
1379	SGH Schonfeld Group Holdings Jericho, New York	$385K	+$374K	2	0.15%	New
1380	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$382K	-$33.2K	3	0.08%	Reduced
1381	TNB Thomasville National Bank Thomasville, Georgia	$382K	+$357K	1	0.17%	New
1382	RU RobecoSam USA New York	$381K	+$123K	1	0.41%	Increased
1383	Brighton Jones LLC Seattle, Washington	$377K	-$8.32K	1	0.09%	Reduced
1384	CS Comerica Securities Detroit, Michigan	$375K	-$39.8K	1	0.38%	Reduced
1385	Loews Corp New York	$375K	-$51.9K	1	0%	Reduced
1386	VCAM Van Cleef Asset Management Beachwood, Ohio	$375K	$0	1	0.17%	Maintained
1387	GIA Gargoyle Investment Advisor Englewood, New Jersey	$366K	$0	1	0.17%	Maintained
1388	TCB Texas Capital Bancshares Dallas, Texas	$366K	-$864K	2	0.28%	Reduced
1389	WIM Wilen Investment Management Bonita Springs, Florida	$362K	$0	1	0.23%	Maintained
1390	BCM Bluefin Capital Management New York	$359K	-$122K	1	0.03%	Reduced
1391	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$358K	-$76.8K	1	0.11%	Reduced
1392	ACM Argentus Capital Management Dallas, Texas	$357K	+$326K	1	0.08%	New
1393	MBT Montecito Bank & Trust Santa Barbara, California	$357K	+$33.9K	1	0.22%	Increased
1394	WC Woodstock Corp Boston, Massachusetts	$357K	-$358K	1	0.06%	Reduced
1395	SFSIG San Francisco Sentry Investment Group San Francisco, California	$356K	+$25.2K	4	0.12%	Increased
1396	CCM Carderock Capital Management Chevy Chase, Maryland	$352K	$0	1	0.18%	Maintained
1397	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$347K	+$302K	4	0.12%	Increased
1398	CCT Chemung Canal Trust Elmira, New York	$346K	+$22.5K	1	0.07%	Increased
1399	HL HeadInvest LLC Portland, Maine	$346K	-$71.1K	1	0.15%	Reduced
1400	North Star Asset Management Neenah, Wisconsin	$341K	$0	1	0.04%	Maintained