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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
1976	PIM Penobscot Investment Management Boston, Massachusetts	$251K	$0	1	0.05%	Maintained
1977	BB Bell Bank Fargo, North Dakota	$250K	+$259K	1	0.06%	New
1978	BAS Brown Advisory Securities Baltimore, Maryland	$250K	-$515K	1	0.07%	Reduced
1979	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$250K	$0	1	0.07%	Maintained
1980	ACM Argyle Capital Management Center Valley, Pennsylvania	$248K	$0	1	0.09%	Maintained
1981	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$248K	+$17.2K	1	0.15%	Increased
1982	MFS Madrona Financial Services Everett, Washington	$247K	$0	1	0.23%	Maintained
1983	AC Avestar Capital New York	$245K	-$5.7K	11	0.16%	Reduced
1984	SAM Steinberg Asset Management New York	$244K	-$227K	1	0.23%	Reduced
1985	HH Hilltop Holdings Dallas, Texas	$242K	-$296K	1	0.05%	Reduced
1986	Wealthspire Advisors (New York) New York	$242K	+$235K	1	0.02%	New
1987	ACM AUA Capital Management Camp Hill, Pennsylvania	$241K	$0	1	0.19%	Maintained
1988	AIM Avity Investment Management Greenwich, Connecticut	$241K	-$12.6M	1	0.03%	Reduced
1989	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$241K	-$18.7K	1	0.2%	Reduced
1990	CI Capital Innovations Pewaukee, Wisconsin	$240K	-$6.25K	1	0.63%	Reduced
1991	IC InterOcean Capital Chicago, Illinois	$240K	$0	1	0.02%	Maintained
1992	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$240K	$0	1	0.14%	Maintained
1993	GPC Glacier Peak Capital Bellevue, Washington	$237K	+$23.3K	1	0.22%	Increased
1994	MMM Mendel Money Management Northbrook, Illinois	$237K	+$239K	1	0.23%	New
1995	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$235K	$0	1	0.11%	Maintained
1996	Palisade Capital Management Fort Lee, New Jersey	$233K	-$4.87K	1	0.01%	Reduced
1997	PL PWMCO LLC Chicago, Illinois	$232K	$0	1	0.06%	Maintained
1998	Circle Wealth Management Summit, New Jersey	$231K	-$60K	1	0.05%	Reduced
1999	NIM Northeast Investment Management Boston, Massachusetts	$231K	$0	1	0.02%	Maintained
2000	CAAS Capital Asset Advisory Services Williamston, Michigan	$230K	+$220K	1	0.18%	New