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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
1701	Patriot Financial Group Insurance Agency Westborough, Massachusetts	$633K	+$445K	8	0.27%	Increased
1702	VNB Virginia National Bank Charlottesville, Virginia	$631K	-$1.18K	3	0.47%	Reduced
1703	Zhang Financial Portage, Michigan	$628K	-$15.2K	1	0.26%	Reduced
1704	ETF Managers Group Summit, New Jersey	$625K	-$938K	3	0.02%	Reduced
1705	Smith, Moore & Co Clayton, Missouri	$624K	+$162	1	0.14%	Increased
1706	Old Mission Capital Chicago, Illinois	$622K	-$409K	1	0.08%	Reduced
1707	Nicolet Advisory Services Green Bay, Wisconsin	$620K	$0	1	0.09%	Maintained
1708	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$618K	+$587K	1	0.03%	New
1709	Giverny Capital Montreal, Quebec, Canada	$618K	$0	1	0.06%	Maintained
1710	HPC Hobart Private Capital Charlotte, North Carolina	$614K	+$58.8K	2	0.43%	Increased
1711	Addison Capital Conshohocken, Pennsylvania	$613K	+$395K	2	0.43%	Increased
1712	MCA Morris Capital Advisors Malvern, Pennsylvania	$610K	$0	1	0.51%	Maintained
1713	IIM Ipswich Investment Management Beverly, Massachusetts	$603K	$0	1	0.19%	Maintained
1714	HBK Sorce Advisory Erie, Pennsylvania	$602K	+$181K	2	0.06%	Increased
1715	HMS Hanseatic Management Services Albuquerque, New Mexico	$601K	+$572K	1	0.61%	New
1716	Aptus Capital Advisors Fairhope, Alabama	$598K	+$95.2K	1	0.08%	Increased
1717	DM Delphi Management Brookline, Massachusetts	$595K	+$578K	1	0.53%	New
1718	SM Sciencast Management Princeton, New Jersey	$594K	-$162K	2	0.34%	Reduced
1719	Harvest Fund Management Beijing, China	$593K	+$79K	7	0.07%	Increased
1720	Salient Capital Advisors Houston, Texas	$590K	+$653K	1	0.01%	New
1721	Manchester Capital Management Manchester, Vermont	$589K	+$122K	5	0.08%	Increased
1722	L.J. Altfest & Co New York	$587K	-$551K	1	0.16%	Reduced
1723	HSA Hussman Strategic Advisors Ellicott City, Maryland	$584K	$0	1	0.16%	Maintained
1724	Cresset Asset Management Chicago, Illinois	$583K	-$498K	2	0.02%	Reduced
1725	Savant Capital Rockford, Illinois	$577K	+$218K	2	0.08%	Increased