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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	MJP Michael J. Puzo	$224K	-$5.96K	1	0.16%	Reduced
1502	BCM Boltwood Capital Management Walnut Creek, California	$223K	$0	1	0.2%	Maintained
1503	DCM Dynamic Capital Management St. Helier, Jersey	$223K	-$1.05M	1	0.11%	Reduced
1504	PIM Progressive Investment Management Lake Oswego, Oregon	$223K	-$49.8K	1	0.24%	Reduced
1505	SPC Stewart & Patten Company Lafayette, California	$221K	$0	1	0.05%	Maintained
1506	NPA Nichols & Pratt Advisers Boston, Massachusetts	$220K	$0	1	0.02%	Maintained
1507	FA Friess Associates Greenville, Delaware	$219K	-$1.54M	2	0.02%	Reduced
1508	IIM Ironwood Investment Management Boston, Massachusetts	$219K	+$227K	1	0.09%	New
1509	MCM Matarin Capital Management New York	$218K	+$208K	1	0.03%	New
1510	AWA ARS Wealth Advisors St. Petersburg, Florida	$218K	-$83.9K	1	0.11%	Reduced
1511	DCM Delta Capital Management Red Bank, New Jersey	$217K	+$207K	1	0.16%	New
1512	TCM Tradewinds Capital Management Bellingham, Washington	$217K	+$4.91K	6	0.16%	Increased
1513	North Star Asset Management Neenah, Wisconsin	$216K	$0	1	0.03%	Maintained
1514	PI Pettee Investors Rowayton, Connecticut	$216K	+$205K	1	0.21%	New
1515	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$215K	+$211K	1	0.18%	New
1516	TCTC Holdings Dallas, Texas	$215K	$0	1	0.01%	Maintained
1517	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$213K	+$219K	1	0.04%	New
1518	SFSIG San Francisco Sentry Investment Group San Francisco, California	$213K	$0	1	0.13%	Maintained
1519	VCM Versant Capital Management Phoenix, Arizona	$213K	+$216K	6	0.13%	New
1520	WBG Wharton Business Group Malvern, Pennsylvania	$213K	-$3.52K	1	0.02%	Reduced
1521	BCM Bluefin Capital Management New York	$212K	-$1.77M	1	0.02%	Reduced
1522	WB Webster Bank Waterbury, Connecticut	$212K	$0	1	0.03%	Maintained
1523	EA Elm Advisors Burlingame, California	$211K	+$216K	1	0.21%	New
1524	1CM 1492 Capital Management Milwaukee, Wisconsin	$210K	+$196K	1	0.15%	New
1525	CT Cambridge Trust Cambridge, Massachusetts	$210K	-$3.68K	1	0.02%	Reduced