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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
1451	TAM Telluride Asset Management Wayzata, Minnesota	$234K	+$258K	1	0.2%	New
1452	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$232K	-$29.5K	1	0.14%	Reduced
1453	CCT Country Club Trust Kansas City, Missouri	$231K	+$229K	1	0.03%	New
1454	BGAM Boussard & Gavaudan Asset Management London, United Kingdom	$230K	+$3.86K	1	0.14%	Increased
1455	CIM Contravisory Investment Management Norwell, Massachusetts	$230K	+$58K	1	0.05%	Increased
1456	NME Notis-McConarty Edward	$230K	$0	1	0.16%	Maintained
1457	ZTNA Zions Trust National Association Salt Lake City, Utah	$229K	-$44.2K	1	0.32%	Reduced
1458	CAS CTC Alternative Strategies Chicago, Illinois	$229K	-$433K	1	0.13%	Reduced
1459	CM Capital Management Glen Allen, Virginia	$225K	$0	1	0.08%	Maintained
1460	DI Dalton Investments Las Vegas, Nevada	$225K	+$221K	1	0.06%	New
1461	NL NWAM LLC Mercer Island, Washington	$225K	+$220K	1	0.08%	New
1462	Benjamin F. Edwards & Company St. Louis, Missouri	$223K	+$10.4K	3	0.06%	Increased
1463	DBT Dubuque Bank & Trust Dubuque, Iowa	$222K	-$46.4K	2	0.04%	Reduced
1464	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$221K	-$42.6K	1	0.04%	Reduced
1465	PTA Pear Tree Advisors Lincoln, Massachusetts	$221K	$0	2	0.18%	Maintained
1466	RT Reliance Trust Atlanta, Georgia	$220K	-$45.9K	1	0.22%	Reduced
1467	NIM Northeast Investment Management Boston, Massachusetts	$214K	$0	1	0.02%	Maintained
1468	LOCB Lombard Odier & Cie (Bahamas) Nassau, Bahamas	$213K	+$212K	1	0.08%	New
1469	MBE Michael B. Elefante	$213K	$0	1	0.09%	Maintained
1470	ACM Ashford Capital Management Wilmington, Delaware	$212K	$0	1	0.04%	Maintained
1471	QC QCM Cayman Houston, Texas	$210K	+$210K	1	0.05%	New
1472	SCM Schnieders Capital Management Pasadena, California	$207K	+$203K	1	0.19%	New
1473	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$205K	+$197K	1	0.06%	New
1474	MSR Main Street Research Lakeville, Connecticut	$205K	+$198K	1	0.05%	New
1475	AP Advisors Preferred Rockville, Maryland	$204K	+$100K	1	0.09%	Increased