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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	Annex Advisory Services Brookfield, Wisconsin	$443K	$0	1	0.12%	Maintained
1402	Benjamin F. Edwards & Company St. Louis, Missouri	$442K	+$62.9K	6	0.09%	Increased
1403	WP WMS Partners Towson, Maryland	$442K	-$8.6K	1	0.06%	Reduced
1404	WPC Waters Parkerson & Co New Orleans, Louisiana	$441K	$0	1	0.05%	Maintained
1405	NL NWAM LLC Mercer Island, Washington	$439K	-$8.97K	1	0.17%	Reduced
1406	ZB Zions Bancorporation Salt Lake City, Utah	$435K	+$26.7K	9	0.08%	Increased
1407	Giverny Capital Montreal, Quebec, Canada	$433K	-$34.9K	1	0.08%	Reduced
1408	CAS Cue Advisory Services Phoenix, Arizona	$430K	-$12.7K	1	0.37%	Reduced
1409	RHBC R.H. Bluestein & Co Birmingham, Michigan	$430K	-$75.1K	1	0.03%	Reduced
1410	SIA SeaBridge Investment Advisors Summit, New Jersey	$426K	+$1.84K	1	0.11%	Increased
1411	CCA Cobblestone Capital Advisors Rochester, New York	$424K	+$39.2K	1	0.06%	Increased
1412	HIC Holderness Investments Company Greensboro, North Carolina	$420K	-$14.6K	1	0.42%	Reduced
1413	GCA Greenwood Capital Associates Greenwood, South Carolina	$419K	+$388K	2	0.13%	New
1414	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$417K	$0	1	0.21%	Maintained
1415	AI ArchPoint Investors Coral Gables, Florida	$411K	-$162K	1	0.23%	Reduced
1416	GFG Gray Financial Group Atlanta, Georgia	$409K	$0	1	0.17%	Maintained
1417	YMRC Yorktown Management & Research Company Forest, Virginia	$408K	-$4.82K	2	0.09%	Reduced
1418	M MOTCO San Antonio, Texas	$405K	-$90.9K	2	0.04%	Reduced
1419	MC Muzinich & Co New York	$404K	-$1.05M	3	0.18%	Reduced
1420	MIM Midwest Investment Management Cleveland, Ohio	$394K	-$6.39K	1	0.32%	Reduced
1421	WIP Wellesley Investment Partners Wellesley, Massachusetts	$393K	+$39.2K	1	0.21%	Increased
1422	Buckingham Strategic Wealth Clayton, Missouri	$390K	-$253K	1	0.13%	Reduced
1423	GCA Gideon Capital Advisors New York	$388K	-$631K	1	0.23%	Reduced
1424	GA Greenhaven Associates Purchase, New York	$388K	+$391K	1	0.01%	New
1425	VCAM Van Cleef Asset Management Beachwood, Ohio	$385K	+$73.7K	1	0.13%	Increased