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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
1676	CMI Clare Market Investments Dallas, Texas	$696K	+$661K	1	0.55%	New
1677	LIM Loudon Investment Management West Lebanon, New Hampshire	$694K	$0	1	0.59%	Maintained
1678	FNB Farmers National Bank Danville, Kentucky	$693K	-$32.4K	3	0.36%	Reduced
1679	VWM Valley Wealth Managers Paramus, New Jersey	$690K	+$61.1K	1	0.07%	Increased
1680	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$685K	-$62.4K	1	0.1%	Reduced
1681	JT Jump Trading Chicago, Illinois	$684K	-$684K	2	0.04%	Reduced
1682	MC Mathes Company New York	$682K	+$714K	1	0.36%	New
1683	CCM Community Capital Management Plantation, Florida	$677K	$0	2	0.78%	Maintained
1684	EWM Evermay Wealth Management Arlington, Virginia	$676K	+$26.3K	1	0.19%	Increased
1685	BFA Brendel Financial Advisors Hanover, New Hampshire	$675K	-$293K	1	0.65%	Reduced
1686	FBC Fairfield, Bush & Co Darien, Connecticut	$666K	-$51K	1	0.23%	Reduced
1687	TSS Two Sigma Securities New York	$661K	-$915K	4	0.01%	Reduced
1688	WCM Windsor Capital Management Phoenix, Arizona	$660K	+$627K	1	0.3%	New
1689	DJSG D.J. St. Germain Springfield, Massachusetts	$659K	-$63.1K	1	0.07%	Reduced
1690	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$659K	-$689K	3	0.45%	Reduced
1691	FI FormulaFolio Investments Grand Rapids, Michigan	$658K	+$285K	1	0.03%	Increased
1692	GCIA Gabelli & Co Investment Advisers Rye, New York	$658K	$0	1	0.07%	Maintained
1693	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$653K	+$21.5K	15	0.06%	Increased
1694	ASA Armstrong Shaw Associates New Canaan, Connecticut	$652K	$0	1	0.6%	Maintained
1695	AIC Archer Investment Corporation Carmel, Indiana	$647K	+$1.18K	3	0.41%	Increased
1696	GAM Gould Asset Management Claremont, California	$647K	-$6.16K	2	0.23%	Reduced
1697	LC LCNB Corp Lebanon, Ohio	$644K	$0	1	0.45%	Maintained
1698	NL NWAM LLC Mercer Island, Washington	$643K	+$61K	1	0.13%	Increased
1699	SSG Summit Securities Group New York	$638K	+$651K	2	0.07%	New
1700	ER Enlightenment Research Miami, Florida	$633K	+$655K	3	0.32%	New