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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
1476	NIM Northeast Investment Management Boston, Massachusetts	$320K	+$19.2K	1	0.03%	Increased
1477	WEC Winslow Evans & Crocker Boston, Massachusetts	$318K	-$29.4K	5	0.09%	Reduced
1478	ACP Aviance Capital Partners Naples, Florida	$317K	-$693K	1	0.12%	Reduced
1479	FM Foster & Motley Cincinnati, Ohio	$316K	-$53.7K	1	0.07%	Reduced
1480	HCM Highlander Capital Management Short Hills, New Jersey	$316K	$0	1	0.27%	Maintained
1481	HC Hurley Capital New York	$313K	+$300K	1	0.44%	New
1482	WIM Wilen Investment Management Bonita Springs, Florida	$310K	$0	1	0.2%	Maintained
1483	BCA Bray Capital Advisors Naples, Florida	$309K	+$300K	1	0.2%	New
1484	PTC Private Trust Company Cleveland, Ohio	$306K	-$306K	1	0.1%	Reduced
1485	MPM Meritage Portfolio Management Overland Park, Kansas	$301K	$0	1	0.03%	Maintained
1486	ACM Alta Capital Management Salt Lake City, Utah	$298K	$0	1	0.02%	Maintained
1487	MJP Michael J. Puzo	$298K	+$5.27K	1	0.2%	Increased
1488	IMAS ID Management A/S Randers, Denmark	$295K	+$281K	1	0.14%	New
1489	AB AT Bancorp Dubuque, Iowa	$290K	-$6.57K	1	0.09%	Reduced
1490	CA Cambridge Advisors Omaha, Nebraska	$290K	+$281K	1	0.18%	New
1491	IB Intrust Bank Wichita, Kansas	$290K	-$355K	1	0.11%	Reduced
1492	PIC Portland Investment Counsel Burlington, Ontario, Canada	$290K	+$55.6K	1	0.4%	Increased
1493	NPA Nichols & Pratt Advisers Boston, Massachusetts	$288K	$0	1	0.03%	Maintained
1494	HH Hilltop Holdings Dallas, Texas	$287K	-$25.1K	1	0.1%	Reduced
1495	I IberiaBank Lafayette, Louisiana	$287K	$0	1	0.16%	Maintained
1496	MC Miles Capital West Des Moines, Iowa	$287K	-$14K	1	0.15%	Reduced
1497	HRT Financial New York	$286K	+$274K	1	0.4%	New
1498	Dodge & Cox San Francisco, California	$285K	+$6.05K	1	0%	Increased
1499	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$283K	+$303K	1	0.2%	New
1500	WIS Wright Investors Service Shelton, Connecticut	$283K	+$5.08K	1	0.14%	Increased