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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
1826	FP Factorial Partners Mt. Kisco, New York	$378K	-$718K	1	0.36%	Reduced
1827	AB AT Bancorp Dubuque, Iowa	$376K	-$8.04K	1	0.05%	Reduced
1828	BCM Boltwood Capital Management Walnut Creek, California	$374K	$0	1	0.24%	Maintained
1829	NB Northwest Bancshares Warren, Pennsylvania	$373K	$0	1	0.16%	Maintained
1830	PAM Palisade Asset Management Minneapolis, Minnesota	$372K	$0	1	0.06%	Maintained
1831	FineMark National Bank & Trust Fort Myers, Florida	$370K	+$14.1K	1	0.02%	Increased
1832	VCAM Van Cleef Asset Management Beachwood, Ohio	$370K	$0	1	0.09%	Maintained
1833	WAM Wakefield Asset Management Englewood, Colorado	$370K	+$178K	2	0.13%	Increased
1834	CIM Contravisory Investment Management Norwell, Massachusetts	$369K	+$344K	2	0.14%	Increased
1835	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$366K	+$257K	1	0.05%	New
1836	BOE Bank of Edwardsville Edwardsville, Illinois	$365K	+$346K	1	0.56%	New
1837	TF Tompkins Financial Ithaca, New York	$364K	$0	3	0.07%	Maintained
1838	NAP New Amsterdam Partners New York	$363K	+$4.07K	1	0.13%	Increased
1839	CM CoreCommodity Management Stamford, Connecticut	$359K	+$244K	1	0.2%	Increased
1840	WA1 Wimmer Associates 1 Pasadena, California	$359K	-$8.53K	1	0.32%	Reduced
1841	GIA Gargoyle Investment Advisor Englewood, New Jersey	$358K	-$2.4M	1	0.34%	Reduced
1842	SMFS Squar Milner Financial Services Irvine, California	$358K	+$82.5K	10	0.26%	Increased
1843	BCM Birmingham Capital Management Birmingham, Alabama	$357K	$0	1	0.16%	Maintained
1844	GAM Gemmer Asset Management Walnut Creek, California	$356K	-$7.82K	9	0.1%	Reduced
1845	DA Doliver Advisors Houston, Texas	$355K	+$4.96K	1	0.14%	Increased
1846	SWM Stockman Wealth Management Billings, Montana	$355K	$0	1	0.16%	Maintained
1847	DA Dillon & Associates Jackson, Michigan	$354K	$0	1	0.12%	Maintained
1848	HCMNY Howard Capital Management (New York) New York	$353K	-$73.2K	1	0.05%	Reduced
1849	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$353K	$0	1	4.04%	Maintained
1850	Altshuler Shaham Tel Aviv, Israel	$352K	$0	1	0.02%	Maintained