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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
1551	PHK Point72 Hong Kong Hong Kong	$213K	-$371K	2	0.25%	Reduced
1552	SIC Shoker Investment Counsel Oxford, Ohio	$212K	-$58.2K	1	0.19%	Reduced
1553	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$212K	$0	1	0.02%	Maintained
1554	BP BBR Partners New York	$211K	-$3.05M	1	0.04%	Reduced
1555	AC Alexandria Capital Arlington, Virginia	$210K	+$75.9K	4	0.04%	Increased
1556	VAM Verity Asset Management Durham, North Carolina	$209K	+$202K	1	0.21%	New
1557	BO Bach Option Wanchai, Hong Kong	$207K	+$186K	1	0.08%	New
1558	JIC Joel Isaacson & Co New York	$205K	-$54.3K	3	0.04%	Reduced
1559	SBL Sargent Bickham Lagudis Boulder, Colorado	$205K	-$24.7K	4	0.03%	Reduced
1560	EC EJF Capital Arlington, Virginia	$204K	+$238K	1	0.02%	New
1561	CCB Cutter & Co Brokerage Ballwin, Missouri	$202K	+$208K	1	0.09%	New
1562	RR Robotti Robert	$202K	-$905K	1	0.07%	Reduced
1563	CIC Cutler Investment Counsel Jacksonville, Oregon	$200K	+$181K	1	0.06%	New
1564	WC Whitney & Co Rochester, New York	$200K	+$175K	1	0.08%	New
1565	AR Advisory Research Chicago, Illinois	$197K	+$199K	1	0%	New
1566	CB Community Bank Dewitt, New York	$197K	-$16.3K	3	0.05%	Reduced
1567	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$197K	+$2.89K	5	0.02%	Increased
1568	CCM Cribstone Capital Management Augusta, Maine	$196K	+$185K	3	0.12%	New
1569	Signature Estate & Investment Advisors Los Angeles, California	$195K	+$175K	1	0.03%	New
1570	CFA Carroll Financial Associates Charlotte, North Carolina	$191K	-$701	10	0.03%	Reduced
1571	FFC First Financial Corp Terre Haute, Indiana	$191K	-$42.4K	3	0.11%	Reduced
1572	CAM Cubic Asset Management Boston, Massachusetts	$190K	-$2.96M	1	0.06%	Reduced
1573	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$189K	-$23.5K	2	0.2%	Reduced
1574	TF Tompkins Financial Ithaca, New York	$187K	+$54K	4	0.06%	Increased
1575	LWM Lenox Wealth Management Cincinnati, Ohio	$183K	-$6.2K	2	0.13%	Reduced