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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	WI Wedgewood Investors Erie, Pennsylvania	$267K	+$4.72K	1	0.27%	Increased
1427	ALA Atherton Lane Advisers Menlo Park, California	$263K	-$8.37K	1	0.02%	Reduced
1428	Klingman & Associates New York	$263K	+$215K	2	0.1%	Increased
1429	PGIM Pacific Global Investment Management Glendale, California	$263K	-$280K	1	0.06%	Reduced
1430	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$259K	+$274K	1	0.16%	New
1431	WA Wheatland Advisors Lancaster, Pennsylvania	$259K	$0	1	0.28%	Maintained
1432	RGC Roberts, Glore & Co Deerfield, Illinois	$258K	-$5.06K	1	0.2%	Reduced
1433	CA Cornerstone Advisors Asheville, North Carolina	$257K	+$295K	1	0.06%	New
1434	AB Atlas Brown Louisville, Kentucky	$255K	$0	1	0.11%	Maintained
1435	Covington Capital Management Los Angeles, California	$248K	-$10.4K	1	0.03%	Reduced
1436	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$245K	+$28.7K	6	0.15%	Increased
1437	NIM Northeast Investment Management Boston, Massachusetts	$243K	$0	1	0.03%	Maintained
1438	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$242K	+$288K	1	0.13%	New
1439	BCM BTR Capital Management Oakland, California	$241K	+$278K	1	0.06%	New
1440	VNA Valley National Advisers Bethlehem, Pennsylvania	$241K	-$18.4K	3	0.15%	Reduced
1441	BT Beacon Trust Morristown, New Jersey	$238K	-$477K	1	0.04%	Reduced
1442	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$237K	-$6.47K	1	0.13%	Reduced
1443	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$237K	-$168K	1	0.04%	Reduced
1444	RWA Ropes Wealth Advisors Boston, Massachusetts	$237K	+$239K	3	0.12%	Increased
1445	FIB First Interstate Bank Billings, Montana	$235K	+$259K	5	0.05%	New
1446	WIM Wilen Investment Management Bonita Springs, Florida	$235K	$0	1	0.17%	Maintained
1447	CBU CIBC Bank USA Chicago, Illinois	$234K	-$3.54K	1	0.04%	Reduced
1448	TSS Two Sigma Securities New York	$234K	+$111K	1	0.37%	Increased
1449	AB AT Bancorp Dubuque, Iowa	$231K	$0	1	0.07%	Maintained
1450	LC Lakeshore Capital Birmingham, Alabama	$231K	$0	1	0.51%	Maintained