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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	HIS Horizon Investment Services Hammond, Indiana	$299K	-$2.37M	1	0.15%	Reduced
1477	WI Wedgewood Investors Erie, Pennsylvania	$299K	$0	1	0.28%	Maintained
1478	AR Advisory Research Chicago, Illinois	$297K	-$11.4K	1	0%	Reduced
1479	HFS Haverford Financial Services Radnor, Pennsylvania	$297K	-$2.85K	1	0.13%	Reduced
1480	AB AT Bancorp Dubuque, Iowa	$295K	$0	1	0.04%	Maintained
1481	BCM Buckhead Capital Management Atlanta, Georgia	$295K	-$270K	1	0.06%	Reduced
1482	MSR Main Street Research Lakeville, Connecticut	$294K	+$11.1K	1	0.06%	Increased
1483	WIS Wright Investors Service Shelton, Connecticut	$294K	-$71.2K	1	0.12%	Reduced
1484	Forvis Mazars Wealth Advisors Springfield, Missouri	$293K	-$46.2K	1	0.04%	Reduced
1485	DBT Dubuque Bank & Trust Dubuque, Iowa	$292K	-$12.7K	3	0.05%	Reduced
1486	WIM Wilen Investment Management Bonita Springs, Florida	$292K	$0	1	0.19%	Maintained
1487	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$288K	$0	1	0.14%	Maintained
1488	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$288K	+$11.3K	7	0.16%	Increased
1489	Heritage Wealth Advisors Richmond, Virginia	$288K	$0	1	0.2%	Maintained
1490	DA Dillon & Associates Jackson, Michigan	$287K	-$25.9K	1	0.13%	Reduced
1491	Donaldson Capital Management Evansville, Indiana	$287K	-$2.2K	1	0.04%	Reduced
1492	PIM Progressive Investment Management Lake Oswego, Oregon	$287K	$0	1	0.27%	Maintained
1493	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$286K	-$52.5K	1	0.2%	Reduced
1494	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$279K	$0	1	0.06%	Maintained
1495	BCM Boltwood Capital Management Walnut Creek, California	$278K	$0	1	0.22%	Maintained
1496	IC IKOS CIF Limassol, Cyprus	$278K	+$287K	4	1.67%	New
1497	DCM Delta Capital Management Red Bank, New Jersey	$277K	-$2.04K	1	0.2%	Reduced
1498	NIM Northeast Investment Management Boston, Massachusetts	$277K	$0	1	0.03%	Maintained
1499	IIM Ironwood Investment Management Boston, Massachusetts	$276K	$0	1	0.21%	Maintained
1500	TP Truvvo Partners New York	$276K	$0	1	0.12%	Maintained