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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
3551	HFO Heritage Family Offices Scottsdale, Arizona	$200K	+$2.1K	1	0.1%	Increased
3552	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$199K	-$10.7K	4	0.17%	Reduced
3553	Altshuler Shaham Tel Aviv, Israel	$199K	-$57.9K	3	0.01%	Reduced
3554	TIM Thompson Investment Management Madison, Wisconsin	$195K	$0	2	0.03%	Maintained
3555	TVWM Tower View Wealth Management Shorewood, Wisconsin	$194K	+$1.18K	1	0.11%	Increased
3556	SN Sittner & Nelson Eugene, Oregon	$193K	+$2.11K	5	0.09%	Increased
3557	VFA Virtus Fund Advisers Hartford, Connecticut	$190K	$0	2	0.77%	Maintained
3558	WBCM Wilson & Boucher Capital Management Moraga, California	$188K	+$168K	1	0.13%	New
3559	T Tidemark San Diego, California	$188K	+$4.09K	4	0.08%	Increased
3560	BC Broadwater Capital Boston, Massachusetts	$183K	$0	3	0.13%	Maintained
3561	CHC City Holding Co Charleston, West Virginia	$182K	$0	2	0.03%	Maintained
3562	AWM Ameliora Wealth Management Zurich, Switzerland	$182K	$0	2	0.08%	Maintained
3563	CPG Cornerstone Planning Group Fairfield, New Jersey	$178K	-$4.36K	15	0.05%	Reduced
3564	WCM Winthrop Capital Management Carmel, Indiana	$175K	-$3.28K	1	0.08%	Reduced
3565	Close Asset Management London, United Kingdom	$174K	$0	2	0.01%	Maintained
3566	FCT First Community Trust Dubuque, Iowa	$173K	+$9.68K	2	0.14%	Increased
3567	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$172K	+$124K	5	0.04%	Increased
3568	HC Hoese & Co Glencoe, Minnesota	$169K	$0	3	0.14%	Maintained
3569	GPI General Partner Inc Pittsburgh, Pennsylvania	$168K	$0	3	0.1%	Maintained
3570	BAM Byrne Asset Management Kingston, New Jersey	$166K	+$42.7K	5	0.11%	Increased
3571	MLIC Mandatum Life Insurance Company Helsinki, Finland	$165K	-$110K	1	0.05%	Reduced
3572	PIS POM Investment Strategies Raleigh, North Carolina	$163K	+$9.31K	3	0.13%	Increased
3573	ACA American Capital Advisory Ketchum, Idaho	$159K	+$4.8K	5	0.09%	Increased
3574	NIC Northwest Investment Counselors Lake Oswego, Oregon	$158K	+$142K	8	0.04%	New
3575	EAM Everstar Asset Management Mooresville, North Carolina	$155K	+$146K	1	0.11%	New