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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	WEC Winslow Evans & Crocker Boston, Massachusetts	$371K	-$476K	5	0.13%	Reduced
1377	Loews Corp New York	$370K	$0	1	0%	Maintained
1378	VCAM Van Cleef Asset Management Beachwood, Ohio	$370K	$0	1	0.16%	Maintained
1379	MBT Montecito Bank & Trust Santa Barbara, California	$368K	+$15K	1	0.23%	Increased
1380	CCM Carderock Capital Management Chevy Chase, Maryland	$365K	+$10.3K	2	0.19%	Increased
1381	First Horizon Advisors Memphis, Tennessee	$365K	-$61.7K	8	0.05%	Reduced
1382	BAM Brave Asset Management Summit, New Jersey	$359K	-$17.2K	3	0.28%	Reduced
1383	WIM Wilen Investment Management Bonita Springs, Florida	$358K	$0	1	0.21%	Maintained
1384	TFF Timothy F. Fidgeon	$352K	-$77.2K	1	0.17%	Reduced
1385	PC Passport Capital San Francisco, California	$351K	-$862K	1	0.01%	Reduced
1386	UAS United Asset Strategies Garden City, New York	$347K	+$340K	1	0.2%	New
1387	AL Agran Libbie Santa Monica, California	$343K	-$7.81K	1	0.09%	Reduced
1388	PAS Partnervest Advisory Services Santa Barbara, California	$343K	+$101K	8	0.15%	Increased
1389	VAM Verity Asset Management Durham, North Carolina	$339K	+$80.6K	1	0.35%	Increased
1390	AB AT Bancorp Dubuque, Iowa	$330K	-$63.7K	1	0.1%	Reduced
1391	B BancorpSouth Tupelo, Mississippi	$330K	-$545K	1	0.04%	Reduced
1392	OIM Orca Investment Management Roseburg, Oregon	$328K	-$1.46K	1	0.27%	Reduced
1393	BC Banced Corp Edwardsville, Illinois	$327K	-$271K	1	0.34%	Reduced
1394	EA Elm Advisors Burlingame, California	$327K	-$83.9K	1	0.32%	Reduced
1395	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$324K	+$312K	2	0.09%	New
1396	MJP Michael J. Puzo	$323K	$0	1	0.23%	Maintained
1397	Epoch Investment Partners New York	$322K	-$3.69K	1	0%	Reduced
1398	MCM Murphy Capital Management Bedminster, New Jersey	$322K	-$132K	1	0.05%	Reduced
1399	SPC Stewart & Patten Company Lafayette, California	$319K	-$87.6K	1	0.07%	Reduced
1400	WA WFG Advisors Dallas, Texas	$319K	-$861K	8	0.06%	Reduced