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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
2626	Sequoia Financial Advisors Akron, Ohio	$220K	-$2.69M	1	0.02%	Reduced
2627	Charter Oak Capital Management Portsmouth, New Hampshire	$219K	+$6.53K	7	0.03%	Increased
2628	MCF Advisors Covington, Kentucky	$218K	+$51.1K	9	0.02%	Increased
2629	MAM Morse Asset Management Darien, Connecticut	$218K	+$273K	1	0.05%	New
2630	SFG Sowa Financial Group Lincoln, Rhode Island	$218K	+$66K	1	0.14%	Increased
2631	Bank Pictet & Cie (Asia) Singapore	$217K	$0	1	0.06%	Maintained
2632	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$217K	$0	1	0.01%	Maintained
2633	Mawer Investment Management Calgary, Alberta, Canada	$217K	+$227K	1	0%	New
2634	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$217K	$0	1	0.07%	Maintained
2635	NFG Northeast Financial Group Tannersville, Pennsylvania	$217K	$0	1	0.14%	Maintained
2636	6 Meridian Wichita, Kansas	$215K	-$270K	1	0.02%	Reduced
2637	Farr Miller & Washington Washington, District of Columbia	$215K	+$230K	1	0.01%	New
2638	Palisade Asset Management Minneapolis, Minnesota	$215K	$0	1	0.03%	Maintained
2639	3F 360 Financial Wayzata, Minnesota	$213K	$0	1	0.11%	Maintained
2640	JSP Jackson Square Partners Larkspur, California	$213K	$0	1	0%	Maintained
2641	NC Nokomis Capital Dallas, Texas	$212K	+$255K	1	0.1%	New
2642	QCIG Quad-Cities Investment Group Davenport, Iowa	$210K	+$1.12K	1	0.15%	Increased
2643	Avity Investment Management Greenwich, Connecticut	$209K	-$9.7K	1	0.02%	Reduced
2644	CAN Claraphi Advisory Network Aliso Viejo, United States	$209K	-$385K	1	0.07%	Reduced
2645	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$209K	$0	1	0.11%	Maintained
2646	Bank Hapoalim BM Tel Aviv, Israel	$208K	+$202K	1	0.02%	New
2647	Edge Capital Group Atlanta, Georgia	$208K	-$1.2M	1	0.02%	Reduced
2648	Financial Partners Group (Kansas) Overland Park, Kansas	$208K	+$1.72K	1	0.05%	Increased
2649	Halbert Hargrove Global Advisors Long Beach, California	$208K	+$3.68K	1	0.01%	Increased
2650	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$207K	+$210K	1	0.07%	New