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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	AT Argent Trust San Antonio, Texas	$310K	-$16.4K	1	0.09%	Reduced
1527	MSR Main Street Research Lakeville, Connecticut	$309K	+$10.5K	1	0.06%	Increased
1528	AB AT Bancorp Dubuque, Iowa	$307K	+$6.64K	1	0.04%	Increased
1529	Harvest Fund Management Beijing, China	$306K	+$298K	4	0.07%	New
1530	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$304K	$0	1	0.15%	Maintained
1531	WIS Wright Investors Service Shelton, Connecticut	$304K	+$4.26K	1	0.13%	Increased
1532	HFS Haverford Financial Services Radnor, Pennsylvania	$303K	$0	1	0.13%	Maintained
1533	Forvis Mazars Wealth Advisors Springfield, Missouri	$301K	+$11K	1	0.04%	Increased
1534	WIM Wilen Investment Management Bonita Springs, Florida	$299K	$0	1	0.19%	Maintained
1535	PK Pflug Koory Omaha, Nebraska	$298K	+$291K	2	0.26%	New
1536	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$297K	+$9.59K	9	0.15%	Increased
1537	RCA Rowland Carmichael Advisors Scottsdale, Arizona	$295K	-$262K	1	0.17%	Reduced
1538	GGHC Gilder Gagnon Howe & Co New York	$293K	$0	1	0.01%	Maintained
1539	SCP Syntal Capital Partners Midland, Texas	$293K	+$272K	1	0.27%	New
1540	BCM Buckhead Capital Management Atlanta, Georgia	$292K	-$66.5K	1	0.06%	Reduced
1541	Donaldson Capital Management Evansville, Indiana	$292K	-$1.64K	1	0.04%	Reduced
1542	RR Robotti Robert	$292K	$0	1	0.09%	Maintained
1543	CC Courier Capital Buffalo, New York	$291K	-$41.4K	1	0.06%	Reduced
1544	OAM Origin Asset Management London, United Kingdom	$289K	+$270K	1	0.02%	New
1545	TDC Thompson Davis & Co Richmond, Virginia	$287K	-$240K	10	0.48%	Reduced
1546	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$283K	+$252K	4	0.39%	New
1547	IIM Ironwood Investment Management Boston, Massachusetts	$282K	$0	1	0.21%	Maintained
1548	ACM Aviance Capital Management Sarasota, Florida	$281K	-$314K	1	0.01%	Reduced
1549	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$279K	-$23.1K	12	0.23%	Reduced
1550	TCM Teza Capital Management Chicago, Illinois	$279K	+$258K	1	0.39%	New