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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
3451	Garde Capital Seattle, Washington	$197K	$0	1	0.01%	Maintained
3452	Cypress Wealth Services Palm Desert, California	$195K	-$5.81K	1	0.04%	Reduced
3453	GTAM Global Trust Asset Management West Palm Beach, Florida	$194K	-$40.4K	2	0.08%	Reduced
3454	Tortoise Investment Management White Plains, New York	$194K	+$19.3K	5	0.02%	Increased
3455	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$191K	-$16.1K	4	0.17%	Reduced
3456	LAM Lummis Asset Management Fort Worth, Texas	$191K	$0	4	0.25%	Maintained
3457	EAM Empirical Asset Management Wellesley, Massachusetts	$190K	+$10.2M	2	0.07%	New
3458	USB Union Savings Bank Litchfield, Connecticut	$188K	+$1.87K	3	0.1%	Increased
3459	CC Cannell Capital Alta, Wyoming	$182K	+$119K	1	0.04%	New
3460	BC Broadwater Capital Boston, Massachusetts	$172K	-$138K	3	0.13%	Reduced
3461	AWM Ameliora Wealth Management Zurich, Switzerland	$169K	$0	2	0.08%	Maintained
3462	HC Hoese & Co Glencoe, Minnesota	$168K	+$8.39K	3	0.15%	Increased
3463	City Holding Co Charleston, West Virginia	$163K	-$6.73K	2	0.02%	Reduced
3464	Close Asset Management London, United Kingdom	$161K	-$114M	2	0.01%	Reduced
3465	Nordwand Advisors Radnor, Pennsylvania	$160K	+$162K	1	0.07%	New
3466	Thompson Investment Management Madison, Wisconsin	$160K	-$4.82K	2	0.02%	Reduced
3467	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$159K	$0	1	0.72%	Maintained
3468	SN Sittner & Nelson Eugene, Oregon	$159K	-$428	4	0.08%	Reduced
3469	LIA Lynx Investment Advisory Washington, Dc, District of Columbia	$159K	+$149K	7	0.12%	New
3470	T Tidemark San Diego, California	$158K	-$3.91K	4	0.07%	Reduced
3471	AW Avion Wealth The Woodlands, Texas	$158K	+$496	11	0.04%	Increased
3472	GPI General Partner Inc Pittsburgh, Pennsylvania	$157K	$0	3	0.1%	Maintained
3473	Cornerstone Planning Group Fairfield, New Jersey	$155K	-$1.69K	12	0.04%	Reduced
3474	WCM Winthrop Capital Management Carmel, Indiana	$152K	+$3.8K	1	0.08%	Increased
3475	VFA Virtus Fund Advisers Hartford, Connecticut	$150K	-$19K	2	0.6%	Reduced