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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
1576	HPBT High Point Bank & Trust High Point, North Carolina	$136K	+$36.9K	2	0.04%	Increased
1577	Fuller & Thaler Asset Management San Mateo, California	$135K	+$135K	2	0%	Increased
1578	SC SRB Corp Boston, Massachusetts	$135K	-$24.6K	1	0.02%	Reduced
1579	EVC Eidelman Virant Capital Saint Louis, Missouri	$133K	+$134K	1	0.06%	New
1580	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$127K	-$167K	2	0.02%	Reduced
1581	AIM Aurora Investment Management Chicago, Illinois	$126K	+$137K	1	31.58%	New
1582	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$125K	-$10.4K	8	0.07%	Reduced
1583	CPA Cowen Prime Advisors New York	$124K	$0	1	0.05%	Maintained
1584	KPCM Kings Point Capital Management Great Neck, New York	$120K	$0	1	0.03%	Maintained
1585	BEAM Baker Ellis Asset Management Vancouver, Washington	$119K	-$81.3K	1	0.04%	Reduced
1586	RFA Reilly Financial Advisors La Mesa, California	$118K	-$4.12K	6	0.02%	Reduced
1587	SignatureFD Atlanta, Georgia	$118K	+$89.3K	11	0.03%	Increased
1588	IAS IMA Advisory Services Denver, Colorado	$116K	+$121K	1	0.06%	New
1589	CB Community Bank Dewitt, New York	$112K	$0	1	0.03%	Maintained
1590	GAM Gemmer Asset Management Walnut Creek, California	$111K	-$1.65K	5	0.07%	Reduced
1591	CHP Cable Hill Partners Portland, Oregon	$108K	+$19.8K	5	0.08%	Increased
1592	EEG E.E. Geduld	$107K	$0	1	0.07%	Maintained
1593	Pathstone Family Office Englewood, New Jersey	$107K	+$49.7K	2	0.18%	Increased
1594	FWM Focused Wealth Management Newburgh, New York	$103K	-$10.8K	6	0.06%	Reduced
1595	BAM Barrett Asset Management New York	$102K	-$27.4K	1	0.01%	Reduced
1596	AW Alpha Windward Westwood, Massachusetts	$100K	-$466K	3	0.07%	Reduced
1597	ED Exane Derivatives Paris, France	$95.9K	+$48.6K	2	0.01%	Increased
1598	AF Arrow Financial Glens Falls, New York	$84K	$0	1	0.02%	Maintained
1599	TCI Wealth Advisors Tucson, Arizona	$82K	+$14.1K	3	0.05%	Increased
1600	AIC Ayalon Insurance Company Ramat Gan, Israel	$79K	$0	1	0.06%	Maintained