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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
3001	BLC Brown, Lisle/Cummings Providence, Rhode Island	$144K	$0	2	0.07%	Maintained
3002	WIM Westside Investment Management Santa Monica, California	$144K	$0	4	0.04%	Maintained
3003	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$144K	$0	4	0.13%	Maintained
3004	MTIC Missouri Trust & Investment Company Springfield, Missouri	$142K	+$2.54K	4	0.06%	Increased
3005	KC Kenfarb & Co Ashland, Kentucky	$140K	$0	1	0.13%	Maintained
3006	VCM Versant Capital Management Phoenix, Arizona	$135K	+$2.49K	17	0.04%	Increased
3007	CHC City Holding Co Charleston, West Virginia	$135K	-$11.6K	2	0.02%	Reduced
3008	CMF Counterpoint Mutual Funds San Diego, California	$135K	-$331K	1	0.11%	Reduced
3009	LF Lee Financial Dallas, Texas	$134K	+$40.5K	6	0.02%	Increased
3010	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$134K	$0	11	0.04%	Maintained
3011	DAC Dividend Assets Capital Ridgeland, South Carolina	$132K	-$119K	3	0.03%	Reduced
3012	WOC West Oak Capital Westlake Village, California	$132K	$0	2	0.07%	Maintained
3013	GTAM Global Trust Asset Management West Palm Beach, Florida	$132K	+$22.9K	2	0.06%	Increased
3014	CP Castleview Partners Dallas, Texas	$130K	+$31K	6	0.12%	Increased
3015	HAS HBW Advisory Services Simi Valley, California	$130K	+$59.7K	3	0.03%	Increased
3016	WWM Wolff Wiese Magana Carslbad, California	$128K	-$1.14K	9	0.1%	Reduced
3017	CPG Cornerstone Planning Group Fairfield, New Jersey	$128K	+$5.28K	9	0.05%	Increased
3018	SIC SJS Investment Consulting Sylvania, Ohio	$126K	+$2.96K	14	0.03%	Increased
3019	CIA Cape Investment Advisory Mcdonough, Georgia	$123K	+$54	4	0.07%	Increased
3020	POIA Pin Oak Investment Advisors Houston, Texas	$122K	$0	2	0.14%	Maintained
3021	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$119K	$0	1	0.08%	Maintained
3022	Legacy Financial Group (Iowa) Des Moines, Iowa	$116K	+$124K	3	0.03%	New
3023	CA Centerpoint Advisors Needham, Massachusetts	$116K	-$53.2K	5	0.05%	Reduced
3024	ACM Antonetti Capital Management Naples, Florida	$116K	+$284	3	0.18%	Increased
3025	GA GoalVest Advisory New York	$114K	+$52K	5	0.06%	Increased