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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
2701	ACP Arcus Capital Partners Atlanta, Georgia	$238K	-$400K	2	0.1%	Reduced
2702	JAFL Jay A. Fishman Ltd Troy, Michigan	$238K	-$316K	1	0.03%	Reduced
2703	PA Perennial Advisors New York	$238K	$0	1	0.08%	Maintained
2704	PCM Passive Capital Management Baltimore, Maryland	$237K	$0	1	0.11%	Maintained
2705	HFM Hartford Funds Management Wayne, Pennsylvania	$237K	+$232K	1	0.02%	New
2706	LAM L2 Asset Management Wayland, Massachusetts	$236K	+$232K	1	0.15%	New
2707	IWA Intercontinental Wealth Advisors San Antonio, Texas	$235K	-$59.5K	1	0.07%	Reduced
2708	ANB Amarillo National Bank Amarillo, Texas	$234K	+$230K	1	0.05%	New
2709	CC Cornerstone Capital Palo Alto, California	$234K	$0	1	0.03%	Maintained
2710	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$234K	-$250K	1	0.08%	Reduced
2711	HCMG Howard Capital Management Group Los Angeles, California	$234K	-$58.4K	1	0.03%	Reduced
2712	RPC Rossmore Private Capital Glastonbury, Connecticut	$234K	+$228K	1	0.04%	New
2713	MIG Mariner Investment Group Harrison, New York	$233K	+$110K	1	0.68%	Increased
2714	EHAM Eagle Harbor Asset Management Seattle, Washington	$232K	+$237K	1	0.34%	New
2715	EI EDMP Inc Lutz, Florida	$232K	-$1.56K	1	0.23%	Reduced
2716	IAS Insigneo Advisory Services Miami, Florida	$232K	+$219K	1	0.09%	New
2717	RB Rodgers Brothers Harmony, Pennsylvania	$231K	+$226K	1	0.05%	New
2718	MLM Mount Lucas Management Newtown, Pennsylvania	$231K	-$1.95M	1	0.08%	Reduced
2719	FFG Frisch Financial Group Melville, New York	$231K	-$58.6K	1	0.09%	Reduced
2720	KFS Kurt F. Somerville	$230K	+$226K	1	0.04%	New
2721	SCA Sandy Cove Advisors Hingham, Massachusetts	$230K	+$225K	1	0.19%	New
2722	BFC Bedel Financial Consulting Indianapolis, Indiana	$230K	-$4.91K	1	0.06%	Reduced
2723	RFS Retirement Financial Solutions Knoxville, Tennessee	$230K	+$225K	5	0.19%	New
2724	GFS GYL Financial Synergies West Hartford, Connecticut	$229K	-$58.1K	1	0.05%	Reduced
2725	EVM Evelyn V. Moreno	$229K	-$59.4K	1	0.05%	Reduced