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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	CCM Cribstone Capital Management Augusta, Maine	$162K	-$36.1K	3	0.1%	Reduced
1577	VCM Versant Capital Management Phoenix, Arizona	$158K	-$42.9K	8	0.09%	Reduced
1578	AF Arrow Financial Glens Falls, New York	$157K	$0	3	0.04%	Maintained
1579	Edmond de Rothschild Holding Chambesy, Switzerland	$148K	-$19.4K	2	0%	Reduced
1580	WIC Woodmont Investment Counsel Nashville, Tennessee	$148K	+$148K	4	0.04%	New
1581	ADL Asset Dedication LLC San Francisco, California	$146K	$0	1	0.09%	Maintained
1582	PCM Perkins Capital Management Wayzata, Minnesota	$146K	+$4.24K	1	0.15%	Increased
1583	AP Advisors Preferred Rockville, Maryland	$145K	+$126K	1	0.07%	Increased
1584	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$144K	$0	1	0.07%	Maintained
1585	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$141K	-$970K	1	0.05%	Reduced
1586	IP Isthmus Partners Madison, Wisconsin	$135K	$0	1	0.04%	Maintained
1587	CHC City Holding Co Charleston, West Virginia	$129K	-$2.34K	3	0.06%	Reduced
1588	PVH Psagot Value Holdings Tel Aviv, Israel	$128K	$0	1	0.01%	Maintained
1589	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$127K	-$70.7K	3	0.02%	Reduced
1590	TG TLP Group Evanston, Illinois	$126K	-$633K	1	0.13%	Reduced
1591	ANBT American National Bank & Trust Wichita Falls, Texas	$124K	-$1.94K	1	0.04%	Reduced
1592	FFC First Financial Corp Terre Haute, Indiana	$123K	-$61.6K	3	0.07%	Reduced
1593	RFA Reilly Financial Advisors La Mesa, California	$123K	-$22K	5	0.02%	Reduced
1594	LWM Lenox Wealth Management Cincinnati, Ohio	$122K	-$53.9K	2	0.1%	Reduced
1595	KPCM Kings Point Capital Management Great Neck, New York	$121K	$0	1	0.03%	Maintained
1596	CI Cooper Investors Melbourne, Victoria, Australia	$119K	$0	1	0.02%	Maintained
1597	BAM Barrett Asset Management New York	$109K	+$2.13K	2	0.01%	Increased
1598	GAM Gemmer Asset Management Walnut Creek, California	$109K	-$98	7	0.06%	Reduced
1599	Klingman & Associates New York	$108K	$0	2	0.03%	Maintained
1600	NSIM North Star Investment Management Chicago, Illinois	$106K	-$6.87K	4	0.02%	Reduced