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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	RVM Robinson Value Management San Antonio, Texas	$287K	+$284K	1	0.27%	New
1577	Waldron Private Wealth Bridgeville, Pennsylvania	$286K	+$275K	1	0.07%	New
1578	DA Dillon & Associates Jackson, Michigan	$285K	$0	1	0.12%	Maintained
1579	North Star Asset Management Neenah, Wisconsin	$284K	$0	1	0.03%	Maintained
1580	RIL Rothschild Investment LLC Chicago, Illinois	$281K	-$555K	1	0.03%	Reduced
1581	TCTC Holdings Dallas, Texas	$281K	$0	1	0.02%	Maintained
1582	HA Hays Advisory Franklin, Tennessee	$279K	+$24.6K	1	0.07%	Increased
1583	CIM Contravisory Investment Management Norwell, Massachusetts	$278K	+$232K	3	0.1%	Increased
1584	Savant Capital Rockford, Illinois	$277K	+$5.75K	1	0.07%	Increased
1585	GP Girard Partners King Of Prussia, Pennsylvania	$276K	+$262K	1	0.07%	New
1586	WCF West Coast Financial Santa Barbara, California	$276K	-$126K	1	0.09%	Reduced
1587	BI Bulldog Investors Saddle Brook, New Jersey	$270K	$0	1	0.07%	Maintained
1588	Heritage Wealth Advisors Richmond, Virginia	$270K	-$6.75K	1	0.15%	Reduced
1589	BCM Boltwood Capital Management Walnut Creek, California	$269K	$0	1	0.19%	Maintained
1590	TDC Thompson Davis & Co Richmond, Virginia	$269K	-$51.6K	10	0.38%	Reduced
1591	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$267K	+$142	2	0.22%	Increased
1592	Covington Capital Management Los Angeles, California	$264K	$0	1	0.02%	Maintained
1593	CAM Columbia Asset Management Ann Arbor, Michigan	$263K	+$10.7K	1	0.09%	Increased
1594	NIM Northeast Investment Management Boston, Massachusetts	$263K	$0	1	0.02%	Maintained
1595	Dodge & Cox San Francisco, California	$262K	-$38K	1	0%	Reduced
1596	CAM Cubic Asset Management Boston, Massachusetts	$260K	-$4.04K	1	0.08%	Reduced
1597	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$260K	$0	1	0.17%	Maintained
1598	Waverly Advisors Birmingham, Alabama	$259K	+$248K	1	0.07%	New
1599	ARK Investment Management St. Petersburg, Florida	$258K	+$48.8K	1	0.07%	Increased
1600	Harvest Fund Management Beijing, China	$256K	-$63.6K	4	0.05%	Reduced