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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	TAM THB Asset Management Norwalk, Connecticut	$279K	+$265K	1	0.03%	New
1552	DCM Delta Capital Management Red Bank, New Jersey	$278K	-$2.79K	1	0.2%	Reduced
1553	EGA E&G Advisors Houston, Texas	$276K	$0	1	0.16%	Maintained
1554	JFA JNBA Financial Advisors Bloomington, Minnesota	$275K	-$476K	4	0.07%	Reduced
1555	BCM Boltwood Capital Management Walnut Creek, California	$274K	$0	1	0.21%	Maintained
1556	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$271K	-$918K	2	0.22%	Reduced
1557	YWP YorkBridge Wealth Partners New York	$271K	+$266K	9	0.16%	New
1558	SPC Stewart & Patten Company Lafayette, California	$270K	$0	1	0.05%	Maintained
1559	WAM Weatherly Asset Management Del Mar, California	$270K	+$268K	1	0.09%	New
1560	Dodge & Cox San Francisco, California	$269K	-$52.4K	1	0%	Reduced
1561	HIS Horizon Investment Services Hammond, Indiana	$266K	-$48.7K	1	0.13%	Reduced
1562	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$265K	-$4.59K	1	0.08%	Reduced
1563	North Star Asset Management Neenah, Wisconsin	$265K	$0	1	0.03%	Maintained
1564	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$264K	$0	1	0.16%	Maintained
1565	SCM Salem Capital Management Woburn, Massachusetts	$264K	-$517K	1	0.15%	Reduced
1566	OAM Occidental Asset Management Burlingame, California	$263K	+$251K	1	0.19%	New
1567	TCM Tradewinds Capital Management Bellingham, Washington	$263K	-$4.66K	5	0.17%	Reduced
1568	BRF B. Riley Financial Los Angeles, California	$262K	+$258K	1	0.17%	New
1569	SM Sciencast Management Princeton, New Jersey	$262K	+$70.8K	1	0.36%	Increased
1570	TCTC Holdings Dallas, Texas	$262K	$0	1	0.02%	Maintained
1571	TP Truvvo Partners New York	$259K	$0	1	0.09%	Maintained
1572	DA Dillon & Associates Jackson, Michigan	$258K	-$32.8K	1	0.12%	Reduced
1573	Parallax Volatility Advisers San Francisco, California	$252K	-$2.56M	3	0%	Reduced
1574	Heritage Wealth Advisors Richmond, Virginia	$251K	-$20.5K	1	0.16%	Reduced
1575	BA Birinyi Associates Westport, Connecticut	$246K	-$205K	1	0.14%	Reduced