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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
3301	1M 1248 Management Kansas City, Missouri	$1.58M	$0	3	0.62%	Maintained
3302	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$1.58M	+$382K	2	0.74%	Increased
3303	DA Dougherty & Associates Spring Hill, Florida	$1.58M	-$13.1K	1	1.26%	Reduced
3304	JMBA J. M. Brown & Associates Tulsa, Oklahoma	$1.58M	+$1.4M	4	0.9%	New
3305	SVCP Silicon Valley Capital Partners San Jose, California	$1.58M	-$76.5K	12	0.13%	Reduced
3306	SAM Seelaus Asset Management Chatham, New Jersey	$1.58M	-$560K	2	1.11%	Reduced
3307	IIA Integral Investment Advisors Turlock, California	$1.57M	$0	1	0.35%	Maintained
3308	AC Arjuna Capital Durham, North Carolina	$1.57M	+$1.65M	1	0.35%	New
3309	OFW Omnia Family Wealth Aventura, Florida	$1.57M	-$776	5	0.42%	Reduced
3310	PI Pettee Investors Rowayton, Connecticut	$1.57M	-$9.58K	2	0.77%	Reduced
3311	SWGC Summit Wealth Group (Colorado) Colorado Springs, Colorado	$1.57M	+$60.9K	4	0.13%	Increased
3312	IIL Income Insurance Ltd Singapore,	$1.56M	+$249K	5	0.93%	Increased
3313	LSPW Lake Street Private Wealth Chicago, Illinois	$1.56M	-$58.1K	4	0.18%	Reduced
3314	M1FG Mach-1 Financial Group Rogers, Arkansas	$1.56M	-$1.09M	3	0.6%	Reduced
3315	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.56M	-$2.14K	1	0.1%	Reduced
3316	TNA True North Advisors Dallas, Texas	$1.56M	+$1.28M	3	0.15%	Increased
3317	RWPA Richard W. Paul & Associates Novi, Michigan	$1.55M	-$1.15M	5	0.48%	Reduced
3318	RC Reik & Co New York	$1.55M	-$24.5K	1	0.4%	Reduced
3319	AA Altrafin AG Zurich,	$1.55M	-$1.45M	1	0.61%	Reduced
3320	AP Atwood & Palmer Kansas City, Missouri	$1.55M	+$754	6	0.08%	Increased
3321	SG Strid Group Newtown Square, Pennsylvania	$1.55M	+$187K	2	0.17%	Increased
3322	OFO OneAscent Family Office Birmingham, Alabama	$1.55M	+$334K	5	0.78%	Increased
3323	SFG Shum Financial Group Alameda, California	$1.55M	+$243K	2	0.93%	Increased
3324	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$1.54M	-$514K	3	0.2%	Reduced
3325	LJCM Lee Johnson Capital Management Fort Worth, Texas	$1.54M	+$1.53M	1	0.48%	New