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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	CCA Cobblestone Capital Advisors Rochester, New York	$518K	+$50.7K	1	0.07%	Increased
1377	HL HeadInvest LLC Portland, Maine	$517K	$0	1	0.18%	Maintained
1378	HIM Herald Investment Management London, United Kingdom	$516K	$0	1	0.19%	Maintained
1379	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$515K	+$541K	1	0.33%	New
1380	Simplicity Solutions Minneapolis, Minnesota	$515K	-$589K	1	0.25%	Reduced
1381	TDC Thompson Davis & Co Richmond, Virginia	$514K	+$13.6K	12	0.9%	Increased
1382	Laurion Capital Management New York	$512K	-$8.03M	2	0%	Reduced
1383	Atlantic Union Bankshares Glen Allen, Virginia	$510K	$0	2	0.19%	Maintained
1384	FC Forte Capital Rochester, New York	$510K	+$10.2K	1	0.19%	Increased
1385	Citizens Financial Group Providence, Rhode Island	$508K	-$13.8K	6	0.05%	Reduced
1386	WA WFG Advisors Dallas, Texas	$506K	-$1.06M	10	0.13%	Reduced
1387	WP WMS Partners Towson, Maryland	$505K	+$19.1K	1	0.07%	Increased
1388	CAM Concorde Asset Management Ann Arbor, Michigan	$504K	+$75K	2	0.63%	Increased
1389	LIC Lodestar Investment Counsel Chicago, Illinois	$493K	-$8.41K	1	0.07%	Reduced
1390	Annex Advisory Services Brookfield, Wisconsin	$492K	+$5.11K	1	0.13%	Increased
1391	BW Gestao de Investimentos Sao Paulo, Brazil	$490K	+$55K	1	0.35%	Increased
1392	Birch Hill Investment Advisors Boston, Massachusetts	$489K	$0	1	0.05%	Maintained
1393	Hills Bank & Trust North Liberty, Iowa	$488K	-$791K	1	0.18%	Reduced
1394	WEC Winslow Evans & Crocker Boston, Massachusetts	$487K	-$584K	7	0.14%	Reduced
1395	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$486K	-$58K	2	0.51%	Reduced
1396	Benjamin F. Edwards & Company St. Louis, Missouri	$482K	+$19K	6	0.09%	Increased
1397	ASA Armstrong Shaw Associates New Canaan, Connecticut	$480K	+$468K	1	0.12%	New
1398	CAS Cue Advisory Services Phoenix, Arizona	$477K	+$3.75K	1	0.4%	Increased
1399	BCM Bienville Capital Management New York	$475K	$0	1	0.12%	Maintained
1400	ZB Zions Bancorporation Salt Lake City, Utah	$475K	+$20.7K	8	0.09%	Increased