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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
1426	SFSIG San Francisco Sentry Investment Group San Francisco, California	$294K	-$104K	4	0.15%	Reduced
1427	SIM Strategic Investment Management Arlington, Virginia	$294K	+$45.9K	1	0.09%	Increased
1428	HH Hilltop Holdings Dallas, Texas	$292K	-$117K	1	0.13%	Reduced
1429	WIM Wilen Investment Management Bonita Springs, Florida	$290K	$0	1	0.18%	Maintained
1430	EA Elm Advisors Burlingame, California	$289K	-$34.8K	1	0.27%	Reduced
1431	JIR James Investment Research Alpha, Ohio	$285K	-$651K	1	0.01%	Reduced
1432	North Star Asset Management Neenah, Wisconsin	$284K	$0	1	0.03%	Maintained
1433	Apex Capital Management Dayton, Ohio	$283K	$0	1	0.01%	Maintained
1434	TCTC Holdings Dallas, Texas	$281K	-$203K	1	0.02%	Reduced
1435	Clark Capital Management Group Philadelphia, Pennsylvania	$279K	-$3.09M	1	0.02%	Reduced
1436	AF Arrow Financial Glens Falls, New York	$276K	-$151K	1	0.08%	Reduced
1437	KFA Kays Financial Advisory Atlanta, Georgia	$276K	+$25K	1	0.2%	Increased
1438	MJP Michael J. Puzo	$272K	$0	1	0.19%	Maintained
1439	MPM Meritage Portfolio Management Overland Park, Kansas	$270K	$0	1	0.03%	Maintained
1440	NPA Nichols & Pratt Advisers Boston, Massachusetts	$268K	+$7.94K	1	0.02%	Increased
1441	B BancorpSouth Tupelo, Mississippi	$266K	$0	1	0.03%	Maintained
1442	CCT Chemung Canal Trust Elmira, New York	$265K	-$8.65K	1	0.05%	Reduced
1443	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$265K	$0	2	0.07%	Maintained
1444	CCA Cobblestone Capital Advisors Rochester, New York	$263K	$0	1	0.05%	Maintained
1445	IT Investors Trust Dallas, Texas	$262K	-$651K	1	0.48%	Reduced
1446	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$261K	-$26.7K	4	0.08%	Reduced
1447	Dodge & Cox San Francisco, California	$261K	-$199K	1	0%	Reduced
1448	EEG E.E. Geduld	$261K	+$61K	1	0.18%	Increased
1449	WIS Wright Investors Service Shelton, Connecticut	$259K	-$39.6K	1	0.13%	Reduced
1450	I IberiaBank Lafayette, Louisiana	$257K	-$284K	1	0.14%	Reduced