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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	MBT Montecito Bank & Trust Santa Barbara, California	$250K	-$123K	1	0.15%	Reduced
1452	CIM Contravisory Investment Management Norwell, Massachusetts	$247K	$0	1	0.05%	Maintained
1453	DCM Decade Capital Management New York	$245K	+$245K	1	0.02%	New
1454	CCB Cutter & Co Brokerage Ballwin, Missouri	$242K	$0	1	0.09%	Maintained
1455	ACM Ashford Capital Management Wilmington, Delaware	$241K	$0	1	0.05%	Maintained
1456	PTA Pear Tree Advisors Lincoln, Massachusetts	$241K	$0	2	0.19%	Maintained
1457	EEG E.E. Geduld	$240K	+$59.4K	1	0.15%	Increased
1458	CCT Country Club Trust Kansas City, Missouri	$235K	$0	1	0.03%	Maintained
1459	CM Capital Management Glen Allen, Virginia	$232K	$0	1	0.07%	Maintained
1460	Ninety One (UK) London, United Kingdom	$228K	+$44K	1	0%	Increased
1461	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$227K	$0	1	0.07%	Maintained
1462	NL NWAM LLC Mercer Island, Washington	$225K	-$5.94K	1	0.07%	Reduced
1463	RT Reliance Trust Atlanta, Georgia	$222K	-$22.5K	1	0.25%	Reduced
1464	FFC First Financial Corp Terre Haute, Indiana	$219K	+$14.8K	3	0.11%	Increased
1465	MBE Michael B. Elefante	$219K	$0	1	0.09%	Maintained
1466	JCM Janney Capital Management Pittsburgh, Pennsylvania	$218K	+$207K	1	0.01%	New
1467	HCM Hutchinson Capital Management San Rafael, California	$214K	+$206K	1	0.06%	New
1468	WAM Wood Asset Management Sarasota, Florida	$214K	+$206K	1	0.07%	New
1469	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$213K	$0	1	0.12%	Maintained
1470	SFM Signature Financial Management Norfolk, Virginia	$213K	+$202K	1	0.16%	New
1471	TFCP Twin Focus Capital Partners Boston, Massachusetts	$212K	+$203K	1	0.24%	New
1472	HCM Harvest Capital Management Concord, New Hampshire	$209K	$0	1	0.1%	Maintained
1473	TDC Thompson Davis & Co Richmond, Virginia	$209K	+$325K	5	0.3%	Increased
1474	3NC 300 North Capital Pasadena, California	$208K	+$190K	1	0.05%	New
1475	IT Independence Trust Franklin, Tennessee	$208K	-$48.4K	1	0.13%	Reduced