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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	FCCM First City Capital Management Savannah, Georgia	$432K	+$24.8K	2	0.29%	Increased
1377	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$431K	+$78.4K	1	0.15%	Increased
1378	HL HeadInvest LLC Portland, Maine	$430K	-$70.9K	1	0.17%	Reduced
1379	NL NWAM LLC Mercer Island, Washington	$430K	+$448K	1	0.18%	New
1380	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$429K	-$9.86K	1	0.09%	Reduced
1381	CWA Asset Management Group Naples, Florida	$425K	+$470K	1	0.48%	New
1382	CPIM Columbia Partners Investment Management Alexandria, Virginia	$424K	-$7.5K	1	0.03%	Reduced
1383	FNB Farmers National Bank Danville, Kentucky	$424K	+$442K	1	0.31%	New
1384	WCA Westover Capital Advisors Wilmington, Delaware	$424K	+$413K	1	0.35%	New
1385	PAG Pinnacle Advisory Group Columbia, Maryland	$422K	$0	1	0.04%	Maintained
1386	BAC Boys Arnold & Co Asheville, North Carolina	$417K	+$205K	1	0.05%	Increased
1387	Sageworth Trust Lancaster, Pennsylvania	$417K	$0	1	0.1%	Maintained
1388	CTA Chesley Taft & Associates Chicago, Illinois	$416K	$0	1	0.04%	Maintained
1389	GCIA Gabelli & Co Investment Advisers Rye, New York	$411K	$0	1	0.05%	Maintained
1390	BW Gestao de Investimentos Sao Paulo, Brazil	$404K	+$50.6K	1	0.37%	Increased
1391	IMAS ID Management A/S Randers, Denmark	$404K	+$10.2K	1	0.13%	Increased
1392	BFIM Beese Fulmer Investment Management Canton, Ohio	$403K	$0	1	0.12%	Maintained
1393	F Filament Seattle, Washington	$398K	+$380K	1	0.19%	New
1394	Loews Corp New York	$394K	-$69K	1	0%	Reduced
1395	DBT Dubuque Bank & Trust Dubuque, Iowa	$392K	-$321K	2	0.08%	Reduced
1396	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$392K	$0	1	0.06%	Maintained
1397	WP WMS Partners Towson, Maryland	$392K	+$7.58K	1	0.06%	Increased
1398	Dodge & Cox San Francisco, California	$390K	+$9.64K	1	0%	Increased
1399	LCP Legacy Capital Partners Milwaukee, Wisconsin	$389K	+$405K	1	0.25%	New
1400	NAM North American Management Boston, Massachusetts	$389K	$0	1	0.06%	Maintained