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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	TCM Tradewinds Capital Management Bellingham, Washington	$274K	-$26.2K	4	0.19%	Reduced
1502	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$268K	$0	1	0.2%	Maintained
1503	SPC Stewart & Patten Company Lafayette, California	$265K	$0	1	0.05%	Maintained
1504	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$264K	$0	1	0.08%	Maintained
1505	SBL Sargent Bickham Lagudis Boulder, Colorado	$263K	+$65.6K	5	0.04%	Increased
1506	GGHC Gilder Gagnon Howe & Co New York	$261K	+$137K	1	0%	Increased
1507	North Star Asset Management Neenah, Wisconsin	$260K	$0	1	0.03%	Maintained
1508	BFO Boston Family Office Boston, Massachusetts	$259K	$0	1	0.03%	Maintained
1509	TCTC Holdings Dallas, Texas	$258K	$0	1	0.02%	Maintained
1510	CAM CGOV Asset Management Toronto, Ontario, Canada	$256K	+$190K	1	0.01%	New
1511	CAM Cubic Asset Management Boston, Massachusetts	$256K	$0	1	0.08%	Maintained
1512	AIM Advantage Investment Management Cedar Rapids, Iowa	$255K	+$201K	5	0.09%	Increased
1513	Covington Capital Management Los Angeles, California	$255K	-$17.2K	1	0.02%	Reduced
1514	SEC Seven Eight Capital New York	$253K	-$273K	1	0.07%	Reduced
1515	RR Robotti Robert	$252K	$0	1	0.09%	Maintained
1516	ZDA Zweig-DiMenna Associates New York	$249K	-$1.03M	1	0.02%	Reduced
1517	CAM Columbia Asset Management Ann Arbor, Michigan	$248K	-$32.3K	1	0.09%	Reduced
1518	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$248K	-$41.4K	1	0.04%	Reduced
1519	VFA Voya Financial Advisors Windsor, Connecticut	$248K	-$51.5K	1	0.03%	Reduced
1520	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$246K	+$7.31K	1	0.06%	Increased
1521	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$245K	-$38.7K	1	0.04%	Reduced
1522	EA Elm Advisors Burlingame, California	$242K	$0	1	0.22%	Maintained
1523	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$241K	-$1.1K	1	0.05%	Reduced
1524	IP Investment Partners New Philadelphia, Ohio	$238K	+$234K	1	0.13%	New
1525	CC Caxton Corporation Princeton, New Jersey	$237K	$0	1	1.06%	Maintained