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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
1501	SPC Stewart & Patten Company Lafayette, California	$280K	$0	1	0.05%	Maintained
1502	TSS Two Sigma Securities New York	$280K	+$277K	2	0.24%	New
1503	FNYS First New York Securities New York	$280K	-$746K	1	0.5%	Reduced
1504	TCM Tufton Capital Management Hunt Valley, Maryland	$276K	+$3.96K	1	0.05%	Increased
1505	AAIM American Assets Investment Management San Diego, California	$275K	+$277K	1	0.09%	New
1506	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$273K	-$69.9K	1	0.09%	Reduced
1507	NEAM New England Asset Management Farmington, Connecticut	$273K	$0	1	0.01%	Maintained
1508	TFF Timothy F. Fidgeon	$273K	-$7.69K	1	0.12%	Reduced
1509	WCM Westend Capital Management Sausalito, California	$273K	+$275K	1	0.31%	New
1510	LC Lakeshore Capital Birmingham, Alabama	$272K	$0	1	0.35%	Maintained
1511	CCA Cobblestone Capital Advisors Rochester, New York	$268K	-$13.2K	1	0.05%	Reduced
1512	PAS Partnervest Advisory Services Santa Barbara, California	$267K	$0	1	0.13%	Maintained
1513	ACM Ashford Capital Management Wilmington, Delaware	$265K	+$4.76K	1	0.05%	Increased
1514	DMC Drexel Morgan & Co Radnor, Pennsylvania	$265K	$0	1	0.3%	Maintained
1515	DBT Dubuque Bank & Trust Dubuque, Iowa	$263K	-$205K	3	0.04%	Reduced
1516	LH Lebenthal Holdings New York	$263K	+$255K	1	0.12%	New
1517	MRCM M&R Capital Management Summit, New Jersey	$262K	$0	1	0.06%	Maintained
1518	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$260K	+$279K	1	0.04%	New
1519	TDC Thompson Davis & Co Richmond, Virginia	$259K	+$81.5K	8	0.3%	Increased
1520	EA Elm Advisors Burlingame, California	$258K	$0	1	0.24%	Maintained
1521	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$258K	+$29.3K	3	0.11%	Increased
1522	Seizert Capital Partners Birmingham, Michigan	$255K	-$4.29K	1	0.01%	Reduced
1523	North Star Asset Management Neenah, Wisconsin	$253K	$0	1	0.03%	Maintained
1524	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$250K	+$72.9K	6	0.16%	Increased
1525	TC Telemus Capital Southfield, Michigan	$250K	$0	1	0.06%	Maintained