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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	BFO Boston Family Office Boston, Massachusetts	$262K	-$133K	1	0.03%	Reduced
1502	HCM Highlander Capital Management Short Hills, New Jersey	$262K	-$36K	1	0.25%	Reduced
1503	OAM Origin Asset Management London, United Kingdom	$262K	$0	1	0.02%	Maintained
1504	HM Payson & Co Portland, Maine	$260K	-$25.6K	1	0.01%	Reduced
1505	PIM Progressive Investment Management Lake Oswego, Oregon	$260K	-$6.96K	1	0.26%	Reduced
1506	RB Rodgers Brothers Harmony, Pennsylvania	$260K	+$230K	1	0.11%	New
1507	AB AT Bancorp Dubuque, Iowa	$258K	-$1.7K	1	0.04%	Reduced
1508	MSR Main Street Research Lakeville, Connecticut	$258K	-$585K	1	0.07%	Reduced
1509	Atlantic Union Bankshares Glen Allen, Virginia	$257K	-$60K	1	0.11%	Reduced
1510	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$256K	+$54K	2	0.06%	Increased
1511	RCS Retirement Capital Strategies San Jose, California	$256K	+$226K	1	0.15%	New
1512	MCM Matarin Capital Management New York	$255K	$0	1	0.04%	Maintained
1513	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$255K	-$1.06K	1	0.13%	Reduced
1514	DCM Delta Capital Management Red Bank, New Jersey	$254K	$0	1	0.18%	Maintained
1515	CT Cambridge Trust Cambridge, Massachusetts	$253K	$0	1	0.02%	Maintained
1516	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$252K	$0	1	0.08%	Maintained
1517	JIC Joel Isaacson & Co New York	$252K	+$60.8K	4	0.06%	Increased
1518	PI Pettee Investors Rowayton, Connecticut	$252K	$0	1	0.26%	Maintained
1519	KA Kovack Advisors Ft. Lauderdale, Florida	$250K	-$112K	1	0.16%	Reduced
1520	MJP Michael J. Puzo	$250K	-$16.6K	1	0.17%	Reduced
1521	NIM Northeast Investment Management Boston, Massachusetts	$250K	+$212K	1	0.03%	New
1522	WCM Westend Capital Management Sausalito, California	$243K	-$170K	1	0.33%	Reduced
1523	TCM Tradewinds Capital Management Bellingham, Washington	$239K	-$1K	4	0.16%	Reduced
1524	Homrich & Berg Atlanta, Georgia	$237K	+$209K	1	0.02%	New
1525	1CM 1492 Capital Management Milwaukee, Wisconsin	$236K	$0	1	0.2%	Maintained