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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	VCAM Van Cleef Asset Management Beachwood, Ohio	$366K	$0	1	0.14%	Maintained
1427	HIS Horizon Investment Services Hammond, Indiana	$363K	-$35.1K	1	0.15%	Reduced
1428	Moneta Group Investment Advisors St Louis, Missouri	$363K	-$107K	1	0.11%	Reduced
1429	AF Aldebaran Financial	$361K	$0	1	0.3%	Maintained
1430	RSS Rosenblum Silverman Sutton San Francisco, California	$361K	+$345K	1	0.14%	New
1431	EI EDMP Inc Lutz, Florida	$360K	+$377K	1	0.34%	New
1432	AAM Aureus Asset Management Boston, Massachusetts	$358K	$0	1	0.08%	Maintained
1433	PIM Progressive Investment Management Lake Oswego, Oregon	$357K	-$37.8K	1	0.39%	Reduced
1434	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$347K	+$365K	1	0.12%	New
1435	TI Telemetry Investments New York	$347K	+$392K	1	0.16%	New
1436	WI Wedgewood Investors Erie, Pennsylvania	$346K	$0	1	0.33%	Maintained
1437	NME Notis-McConarty Edward	$342K	-$69K	1	0.23%	Reduced
1438	WA Wheatland Advisors Lancaster, Pennsylvania	$340K	$0	1	0.33%	Maintained
1439	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$337K	-$95.9K	6	0.13%	Reduced
1440	DF Dent & Co Baltimore, Maryland	$336K	+$379K	1	0.01%	New
1441	WCM Westend Capital Management Sausalito, California	$335K	+$32.5K	1	0.39%	Increased
1442	SAM Solaris Asset Management New York	$334K	+$45.9K	1	0.21%	Increased
1443	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$332K	-$2.5M	1	0.04%	Reduced
1444	BMC Benin Management Corp Wilton, Connecticut	$331K	-$21.2K	1	0.18%	Reduced
1445	HM Payson & Co Portland, Maine	$331K	-$239K	2	0.02%	Reduced
1446	VNA Valley National Advisers Bethlehem, Pennsylvania	$331K	+$2.92K	4	0.19%	Increased
1447	JIR James Investment Research Alpha, Ohio	$330K	$0	2	0.01%	Maintained
1448	HC Hurley Capital New York	$327K	$0	1	0.4%	Maintained
1449	Dodge & Cox San Francisco, California	$320K	$0	1	0%	Maintained
1450	RGC Roberts, Glore & Co Deerfield, Illinois	$320K	$0	1	0.22%	Maintained