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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
1401	NME Notis-McConarty Edward	$498K	$0	2	0.34%	Maintained
1402	AI ArchPoint Investors Coral Gables, Florida	$495K	+$226K	1	0.37%	Increased
1403	KT Kanaly Trust Houston, Texas	$494K	-$28.3K	4	0.1%	Reduced
1404	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$494K	-$36.8K	1	0.17%	Reduced
1405	DCM Dean Capital Management Overland Park, Kansas	$492K	+$395K	1	0.96%	Increased
1406	FPFS First Personal Financial Services Charlotte, North Carolina	$491K	+$470K	4	0.29%	New
1407	FTC Farmers Trust Company Youngstown, Ohio	$481K	-$2.85M	1	0.16%	Reduced
1408	MSU Maple Securities USA Jersey City, New Jersey	$480K	-$2.24M	1	0.04%	Reduced
1409	ANB Amarillo National Bank Amarillo, Texas	$473K	+$2.17K	1	0.32%	Increased
1410	CTA Colonial Trust Advisors Spartanburg, South Carolina	$471K	-$125K	1	0.18%	Reduced
1411	Eastern Bank Boston, Massachusetts	$471K	-$12.6M	1	0.04%	Reduced
1412	HIC Holderness Investments Company Greensboro, North Carolina	$470K	+$456K	1	0.48%	New
1413	AF Aldebaran Financial	$469K	-$16.5K	1	0.41%	Reduced
1414	FNB First Niagara Bank Lockport, New York	$466K	-$4.22K	1	0.1%	Reduced
1415	AWA ARS Wealth Advisors St. Petersburg, Florida	$465K	+$5.34K	1	0.2%	Increased
1416	BFIM Beese Fulmer Investment Management Canton, Ohio	$461K	$0	1	0.14%	Maintained
1417	CCP Clough Capital Partners Boston, Massachusetts	$453K	+$455K	1	0.02%	New
1418	TCTC Holdings Dallas, Texas	$452K	+$195K	2	0.03%	Increased
1419	WCM Wesley Capital Management New York	$451K	-$1.78M	1	0.39%	Reduced
1420	SIM SSI Investment Management Los Angeles, California	$450K	-$69.1K	1	0.05%	Reduced
1421	RIG Renaissance Investment Group Lenox, Massachusetts	$449K	-$15.3K	1	0.21%	Reduced
1422	ATC Argent Trust Co Nashville, Tennessee	$446K	+$433K	1	0.27%	New
1423	QAM Quantres Asset Management Cayman, Cayman Islands	$445K	+$38.4K	1	0.43%	Increased
1424	GS GAM Systematic Cambridge, United Kingdom	$439K	+$470K	1	0.09%	New
1425	GPCM Granite Point Capital Management Boston, Massachusetts	$438K	+$522K	1	0.21%	New