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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
1526	ZB Zions Bancorporation Salt Lake City, Utah	$218K	-$99K	2	0.03%	Reduced
1527	CCT Chemung Canal Trust Elmira, New York	$217K	-$8.1K	1	0.05%	Reduced
1528	RIA Regal Investment Advisors Kentwood, Michigan	$216K	+$26.9K	4	0.06%	Increased
1529	CCA Cobblestone Capital Advisors Rochester, New York	$215K	-$15.9K	1	0.03%	Reduced
1530	HH Hilltop Holdings Dallas, Texas	$214K	-$609K	1	0.06%	Reduced
1531	PTA Pear Tree Advisors Lincoln, Massachusetts	$214K	$0	2	2.36%	Maintained
1532	TDC Thompson Davis & Co Richmond, Virginia	$214K	-$423K	8	0.25%	Reduced
1533	Fayez Sarofim & Co Houston, Texas	$212K	+$9.25K	1	0%	Increased
1534	TFA Toth Financial Advisory Leesburg, Virginia	$212K	-$534K	1	0.07%	Reduced
1535	Wilmington Savings Fund Society Wilmington, Delaware	$212K	$0	1	0.01%	Maintained
1536	HA Harfst & Associates Sheridan, Wyoming	$211K	+$222K	3	0.12%	New
1537	IP Isthmus Partners Madison, Wisconsin	$211K	$0	1	0.07%	Maintained
1538	KLWA Kelly Lawrence W & Associates Pasadens, California	$211K	+$216K	2	0.04%	New
1539	CCB Cutter & Co Brokerage Ballwin, Missouri	$210K	$0	1	0.08%	Maintained
1540	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$207K	+$217K	1	0.04%	New
1541	KT Kanaly Trust Houston, Texas	$207K	+$18.2K	6	0.04%	Increased
1542	CCA Checchi Capital Advisers Beverly Hills, California	$204K	+$6.4K	1	0.05%	Increased
1543	CM Capital Management Glen Allen, Virginia	$202K	$0	1	0.07%	Maintained
1544	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$202K	+$54.8K	1	0.16%	Increased
1545	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$201K	+$211K	1	0.04%	New
1546	First National Trust Hermitage, Pennsylvania	$201K	+$210K	1	0.03%	New
1547	FPC Falcon Point Capital San Francisco, California	$200K	+$201K	1	0.07%	New
1548	JIC Joel Isaacson & Co New York	$199K	-$5.03K	3	0.05%	Reduced
1549	Brinker Capital Investments Berwyn, Pennsylvania	$198K	+$12.8K	1	0.01%	Increased
1550	LPT Legacy Private Trust Neenah, Wisconsin	$198K	$0	1	0.03%	Maintained