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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	BCM Birmingham Capital Management Birmingham, Alabama	$647K	-$37.8K	1	0.26%	Reduced
1452	SB Simmons Bank Pine Bluff, Arkansas	$645K	-$35.8K	1	0.07%	Reduced
1453	ARK Investment Management St. Petersburg, Florida	$642K	+$394K	1	0.13%	Increased
1454	WCM Washington Capital Management Seattle, Washington	$641K	$0	1	0.72%	Maintained
1455	DWM Doyle Wealth Management St. Petersburg, Florida	$640K	+$616K	1	0.12%	New
1456	SAC SPQ Asia Capital Hong Kong	$636K	-$553K	1	1.23%	Reduced
1457	LC LCNB Corp Lebanon, Ohio	$635K	-$33.1K	1	0.62%	Reduced
1458	ZCM Zebra Capital Management Stamford, Connecticut	$632K	-$689K	2	0.2%	Reduced
1459	BIG Bellwether Investment Group Chattanooga, Tennessee	$627K	-$62K	2	2.91%	Reduced
1460	GAM Griffin Asset Management New York	$624K	+$625K	2	0.17%	New
1461	Sageworth Trust Lancaster, Pennsylvania	$624K	$0	1	0.12%	Maintained
1462	Jones Financial Companies Des Peres, Missouri	$620K	-$668K	1	0%	Reduced
1463	CTI Community Trust & Investment Versailles, Kentucky	$618K	$0	1	0.07%	Maintained
1464	OFW Omnia Family Wealth Aventura, Florida	$617K	-$126K	7	0.3%	Reduced
1465	GCIA Gabelli & Co Investment Advisers Rye, New York	$615K	$0	1	0.07%	Maintained
1466	SAM Solaris Asset Management New York	$614K	+$34.3K	4	0.38%	Increased
1467	LIC Lodestar Investment Counsel Chicago, Illinois	$600K	$0	1	0.08%	Maintained
1468	ZWJ Investment Counsel Atlanta, Georgia	$600K	-$10.7K	1	0.05%	Reduced
1469	FC Forte Capital Rochester, New York	$598K	-$2.86K	1	0.2%	Reduced
1470	YMRC Yorktown Management & Research Company Forest, Virginia	$598K	$0	2	0.19%	Maintained
1471	HL HeadInvest LLC Portland, Maine	$596K	$0	1	0.2%	Maintained
1472	RFG Advisory Birmingham, Alabama	$595K	-$4.92K	1	0.41%	Reduced
1473	ACS Archford Capital Strategies Swansea, Illinois	$593K	-$185K	1	0.23%	Reduced
1474	Eagle Capital Management (New York) New York	$593K	$0	1	0%	Maintained
1475	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$592K	-$79.3K	5	0.62%	Reduced