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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
2126	UC Unio Capital Princeton, New Jersey	$283K	$0	1	0.17%	Maintained
2127	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$282K	-$62.1K	1	0.02%	Reduced
2128	XM XTX Markets New York	$281K	+$260K	2	0.95%	New
2129	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$280K	+$40.3K	1	0.03%	Increased
2130	CA Capital Advantage Walnut Creek, California	$279K	$0	1	0.1%	Maintained
2131	PAM Peak Asset Management Louisville, Colorado	$279K	+$36.1K	1	0.09%	Increased
2132	Circle Wealth Management Summit, New Jersey	$278K	-$373K	1	0.05%	Reduced
2133	BIA Bigelow Investment Advisors Portland, Maine	$277K	-$5.02K	1	0.18%	Reduced
2134	GBA Garrison Bradford & Associates New York	$277K	-$105	1	0.4%	Reduced
2135	NIM NuWave Investment Management Parsippany, New Jersey	$277K	+$160K	5	0.37%	Increased
2136	QC QCM Cayman Houston, Texas	$277K	+$267K	1	0.63%	New
2137	LI Leap Investments Chicago, Illinois	$276K	+$32.6K	1	0.18%	Increased
2138	TAM Tradition Asset Management Richmond, Virginia	$275K	$0	1	0.08%	Maintained
2139	VCM Vigilant Capital Management Portland, Maine	$272K	-$40.4K	4	0.03%	Reduced
2140	Catalyst Capital Advisors Huntington, New York	$271K	+$262K	1	0.01%	New
2141	AAM Auxier Asset Management Aurora, Oregon	$270K	$0	1	0.06%	Maintained
2142	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$270K	$0	1	0.17%	Maintained
2143	NISOA National Investment Services of America Milwaukee, Wisconsin	$270K	-$20.7K	1	0.38%	Reduced
2144	CHC City Holding Co Charleston, West Virginia	$269K	-$70	5	0.07%	Reduced
2145	EGA E&G Advisors Houston, Texas	$269K	-$61.7K	1	0.1%	Reduced
2146	EA Elm Advisors Burlingame, California	$269K	-$36.9K	1	0.19%	Reduced
2147	JGUA John G. Ullman & Associates Corning, New York	$269K	+$253K	1	0.07%	New
2148	FNC First National Corp Rockland, Massachusetts	$267K	+$25.2K	1	0.09%	Increased
2149	SAM Secure Asset Management Troy, Michigan	$265K	+$256K	1	0.19%	New
2150	CA Cortland Associates St Louis, Missouri	$262K	-$53	1	0.04%	Reduced