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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	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$519K	-$56.9K	1	0.36%	Reduced
1377	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$516K	-$1.04M	1	0.15%	Reduced
1378	R RQSI Nassau, Bahamas	$516K	-$15.3K	1	0.28%	Reduced
1379	AMG National Trust Bank Greenwood Village, Colorado	$512K	+$52.4K	1	0.05%	Increased
1380	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$509K	+$494K	1	0.14%	New
1381	Atria Investments Charlotte, North Carolina	$503K	+$130K	2	0.06%	Increased
1382	Heritage Investors Management Corp Bethesda, Maryland	$502K	-$76.1K	1	0.04%	Reduced
1383	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$497K	-$99.1K	1	0.13%	Reduced
1384	Giverny Capital Montreal, Quebec, Canada	$496K	+$490K	1	0.11%	New
1385	PIM Penobscot Investment Management Boston, Massachusetts	$496K	$0	2	0.16%	Maintained
1386	AI ArchPoint Investors Coral Gables, Florida	$495K	$0	1	0.34%	Maintained
1387	WC Wexford Capital West Palm Beach, Florida	$493K	+$483K	1	0.14%	New
1388	Moneta Group Investment Advisors St Louis, Missouri	$484K	-$568K	1	0.21%	Reduced
1389	FPFS First Personal Financial Services Charlotte, North Carolina	$481K	-$26.9K	4	0.29%	Reduced
1390	MAM Majedie Asset Management London, United Kingdom	$480K	-$476K	1	0.11%	Reduced
1391	AWA ARS Wealth Advisors St. Petersburg, Florida	$474K	+$9.31K	1	0.2%	Increased
1392	ANB Amarillo National Bank Amarillo, Texas	$473K	-$5.7K	1	0.33%	Reduced
1393	MMM Mendel Money Management Northbrook, Illinois	$473K	-$25K	1	0.44%	Reduced
1394	FTC Farmers Trust Company Youngstown, Ohio	$472K	+$64.5K	1	0.16%	Increased
1395	FC Forte Capital Rochester, New York	$472K	+$485K	1	0.2%	New
1396	DIA Dean Investment Associates Beavercreek, Ohio	$467K	-$1.28M	1	0.11%	Reduced
1397	BFIM Beese Fulmer Investment Management Canton, Ohio	$461K	$0	1	0.15%	Maintained
1398	FCCM First City Capital Management Savannah, Georgia	$458K	-$454K	3	0.32%	Reduced
1399	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$456K	-$700K	1	0.18%	Reduced
1400	FNB First Niagara Bank Lockport, New York	$454K	-$11.8K	1	0.1%	Reduced