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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	LA Lucus Advisors New York	$355K	+$401K	1	0.48%	New
1577	WPC Waters Parkerson & Co New Orleans, Louisiana	$355K	$0	1	0.03%	Maintained
1578	AI ArchPoint Investors Coral Gables, Florida	$353K	-$215K	1	0.11%	Reduced
1579	PCP Proficio Capital Partners Newton, Massachusetts	$353K	+$17.4K	10	0.15%	Increased
1580	Chicago Partners Investment Group Chicago, Illinois	$352K	+$350K	2	0.09%	Increased
1581	CAM Cubic Asset Management Boston, Massachusetts	$352K	$0	1	0.1%	Maintained
1582	PCMI Princeton Capital Management Inc Princeton, New Jersey	$352K	$0	1	0.22%	Maintained
1583	RVM Robinson Value Management San Antonio, Texas	$352K	+$62.4K	1	0.33%	Increased
1584	FM Foster & Motley Cincinnati, Ohio	$351K	+$344K	1	0.06%	New
1585	WIA Westbourne Investment Advisors Annapolis, Maryland	$350K	$0	1	0.28%	Maintained
1586	WPA West Paces Advisors Atlanta, Georgia	$345K	-$3.85K	6	0.27%	Reduced
1587	BFG Barber Financial Group Lenexa, Kansas	$344K	+$6.95K	1	0.11%	Increased
1588	RR Robotti Robert	$344K	$0	1	0.1%	Maintained
1589	GIM Greylin Investment Management Orange, Virginia	$343K	$0	1	0.08%	Maintained
1590	PK Pflug Koory Omaha, Nebraska	$343K	$0	2	0.29%	Maintained
1591	HFS Haverford Financial Services Radnor, Pennsylvania	$342K	-$11.8K	1	0.14%	Reduced
1592	MSR Main Street Research Lakeville, Connecticut	$342K	$0	1	0.06%	Maintained
1593	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$341K	-$28.6K	1	0.1%	Reduced
1594	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$340K	-$4.93K	1	0.15%	Reduced
1595	WIM Wilen Investment Management Bonita Springs, Florida	$339K	$0	1	0.2%	Maintained
1596	BTNA Bremer Trust National Association St. Cloud, Minnesota	$337K	-$168K	1	0.1%	Reduced
1597	WAM Weatherly Asset Management Del Mar, California	$337K	$0	1	0.09%	Maintained
1598	CS Comerica Securities Detroit, Michigan	$336K	-$2.52M	1	0.05%	Reduced
1599	CIA Cascade Investment Advisors Oregon City, Oregon	$335K	-$11.4K	1	0.29%	Reduced
1600	ACM Aviance Capital Management Sarasota, Florida	$329K	-$185K	2	0.02%	Reduced