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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	WIM Wilen Investment Management Bonita Springs, Florida	$265K	-$6.14K	1	0.17%	Reduced
1502	Donaldson Capital Management Evansville, Indiana	$263K	-$15.1K	1	0.04%	Reduced
1503	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$263K	+$253K	1	0.06%	New
1504	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$263K	+$252K	1	0.07%	Increased
1505	PIM Progressive Investment Management Lake Oswego, Oregon	$261K	+$13.5K	1	0.25%	Increased
1506	SAM Silverback Asset Management Chapel Hill, North Carolina	$260K	-$77.8K	1	0.05%	Reduced
1507	TP Truvvo Partners New York	$259K	-$4.21K	1	0.13%	Reduced
1508	Covington Capital Management Los Angeles, California	$256K	-$13.6K	1	0.02%	Reduced
1509	BCM Boltwood Capital Management Walnut Creek, California	$255K	$0	1	0.21%	Maintained
1510	CAM Columbia Asset Management Ann Arbor, Michigan	$255K	-$61.4K	1	0.09%	Reduced
1511	MCM Murphy Capital Management Bedminster, New Jersey	$253K	-$24.6K	1	0.04%	Reduced
1512	NPA Nichols & Pratt Advisers Boston, Massachusetts	$253K	$0	1	0.02%	Maintained
1513	IIM Ironwood Investment Management Boston, Massachusetts	$251K	$0	1	0.19%	Maintained
1514	Element Capital Management New York	$250K	+$257K	1	0.04%	New
1515	SPC Stewart & Patten Company Lafayette, California	$250K	$0	1	0.05%	Maintained
1516	SS Sunbelt Securities Houston, Texas	$250K	-$628K	1	0.33%	Reduced
1517	CI Chartist Inc Seal Beach, California	$249K	+$224K	1	0.13%	New
1518	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$249K	$0	1	0.13%	Maintained
1519	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$248K	$0	1	0.08%	Maintained
1520	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$248K	-$173K	1	0.04%	Reduced
1521	North Star Asset Management Neenah, Wisconsin	$245K	$0	1	0.03%	Maintained
1522	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$245K	$0	1	0.2%	Maintained
1523	AF Aldebaran Financial	$243K	+$241K	1	0.2%	New
1524	TCTC Holdings Dallas, Texas	$243K	$0	1	0.02%	Maintained
1525	1CM 1492 Capital Management Milwaukee, Wisconsin	$240K	-$2.32K	1	0.22%	Reduced