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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	ACM Alethea Capital Management Mercer Island, Washington	$496K	-$533K	1	0.68%	Reduced
1377	RIM Regent Investment Management Louisville, Kentucky	$495K	$0	1	0.27%	Maintained
1378	Citizens Financial Group Providence, Rhode Island	$494K	-$16.9K	6	0.05%	Reduced
1379	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$492K	-$216K	1	0.31%	Reduced
1380	BIG Bellwether Investment Group Chattanooga, Tennessee	$491K	+$492K	5	0.54%	New
1381	FWSM First Wilshire Securities Management Pasadena, California	$491K	+$495K	1	0.16%	New
1382	LCM Lafitte Capital Management Austin, Texas	$491K	+$495K	1	0.32%	New
1383	HL HeadInvest LLC Portland, Maine	$482K	-$12.3K	1	0.18%	Reduced
1384	Atlantic Union Bankshares Glen Allen, Virginia	$480K	+$207K	2	0.18%	Increased
1385	WA Winfield Associates Cleveland, Ohio	$480K	+$19.2K	5	0.31%	Increased
1386	WRBC W.R. Berkley Corp Greenwich, Connecticut	$480K	+$560K	1	0.07%	New
1387	Sageworth Trust Lancaster, Pennsylvania	$479K	-$26.2K	1	0.12%	Reduced
1388	BFIM Beese Fulmer Investment Management Canton, Ohio	$478K	+$1.04K	1	0.14%	Increased
1389	CCM Cutler Capital Management Worcester, Massachusetts	$478K	-$30.7K	1	0.13%	Reduced
1390	CL CPWM LLC Seattle, Washington	$477K	-$46.1K	1	0.11%	Reduced
1391	SEC Seven Eight Capital New York	$473K	-$219K	2	0.16%	Reduced
1392	GCIA Gabelli & Co Investment Advisers Rye, New York	$472K	$0	1	0.06%	Maintained
1393	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$470K	+$275K	5	0.07%	Increased
1394	TDC Thompson Davis & Co Richmond, Virginia	$465K	-$129K	11	0.74%	Reduced
1395	Birch Hill Investment Advisors Boston, Massachusetts	$460K	$0	1	0.05%	Maintained
1396	LIC Lodestar Investment Counsel Chicago, Illinois	$456K	+$54K	1	0.06%	Increased
1397	AIM Acrospire Investment Management Chicago, Illinois	$452K	-$303K	7	0.34%	Reduced
1398	BCM Buckhead Capital Management Atlanta, Georgia	$448K	+$524K	1	0.08%	New
1399	BCM Bienville Capital Management New York	$446K	+$146K	1	0.12%	Increased
1400	NAM North American Management Boston, Massachusetts	$446K	$0	1	0.07%	Maintained