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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	IH IFC Holdings Tampa, Florida	$352K	$0	1	0.04%	Maintained
1452	RHBC R.H. Bluestein & Co Birmingham, Michigan	$352K	-$103K	1	0.02%	Reduced
1453	GIM Greylin Investment Management Orange, Virginia	$348K	-$21.5K	1	0.09%	Reduced
1454	Banque Pictet & Cie Geneva 73, Switzerland	$346K	-$263K	1	0.01%	Reduced
1455	IPC Independent Portfolio Consultants Boca Raton, Florida	$345K	-$52K	4	0.11%	Reduced
1456	Analytic Investors Los Angeles, California	$342K	-$3.83M	2	0%	Reduced
1457	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$341K	-$221K	3	0.14%	Reduced
1458	CC Courier Capital Buffalo, New York	$339K	-$77.7K	1	0.07%	Reduced
1459	RSS Rosenblum Silverman Sutton San Francisco, California	$336K	$0	1	0.15%	Maintained
1460	WA Wheatland Advisors Lancaster, Pennsylvania	$331K	$0	1	0.31%	Maintained
1461	Dynamic Advisor Solutions Phoenix, Arizona	$328K	-$2.28M	1	0.12%	Reduced
1462	AB Atlas Brown Louisville, Kentucky	$327K	$0	1	0.13%	Maintained
1463	Dodge & Cox San Francisco, California	$326K	$0	1	0%	Maintained
1464	RW Rand Wealth Baltimore, Maryland	$325K	$0	1	0.04%	Maintained
1465	AT Argent Trust San Antonio, Texas	$320K	-$42.8K	1	0.1%	Reduced
1466	EGA E&G Advisors Houston, Texas	$319K	-$19.3K	1	0.19%	Reduced
1467	FSCM Front Street Capital Management Missoula, Montana	$319K	$0	1	0.15%	Maintained
1468	MCM Matarin Capital Management New York	$319K	-$270K	1	0.04%	Reduced
1469	FL Fort LP Chevy Chase, Maryland	$318K	+$49.9K	1	0.11%	Increased
1470	YMRC Yorktown Management & Research Company Forest, Virginia	$317K	-$110K	1	0.07%	Reduced
1471	Fuller & Thaler Asset Management San Mateo, California	$313K	+$190K	4	0.01%	Increased
1472	SC SRB Corp Boston, Massachusetts	$311K	-$6.54K	2	0.05%	Reduced
1473	Signature Estate & Investment Advisors Los Angeles, California	$307K	+$129K	1	0.04%	Increased
1474	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$305K	+$214K	11	0.26%	Increased
1475	HCM Highlander Capital Management Short Hills, New Jersey	$300K	$0	1	0.27%	Maintained