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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
1051	Coldstream Capital Management Bellevue, Washington	$2M	+$74.4K	1	0.56%	Increased
1052	DLG Daniel L. Goodwin	$1.99M	$0	2	0.36%	Maintained
1053	CWM Concert Wealth Management San Jose, California	$1.99M	+$732K	1	0.3%	Increased
1054	SIM Spark Investment Management New York	$1.98M	+$823K	3	0.33%	Increased
1055	F.L. Putnam Investment Management Lynnfield, Massachusetts	$1.97M	-$8.01M	1	0.23%	Reduced
1056	PAM Paradigm Asset Management New York	$1.95M	-$601K	3	0.25%	Reduced
1057	UMB Bank Kansas City, Missouri	$1.95M	-$47.9K	2	0.09%	Reduced
1058	SSA South Street Advisors New York	$1.94M	+$71.6K	2	0.64%	Increased
1059	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$1.93M	-$214K	2	2%	Reduced
1060	PHS Pekin Hardy Strauss Chicago, Illinois	$1.93M	+$1.82M	1	0.28%	New
1061	WA WESPAC Advisors Orinda, California	$1.93M	+$1.82M	1	1.35%	New
1062	AT Arden Trust Wilmington, Delaware	$1.93M	+$233K	2	0.27%	Increased
1063	SLG Stanley-Laman Group Berwyn, Pennsylvania	$1.89M	+$199K	1	0.36%	Increased
1064	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$1.88M	$0	1	0.09%	Maintained
1065	BA Boston Advisors Boston, Massachusetts	$1.88M	-$316K	2	0.08%	Reduced
1066	KCM Kanawha Capital Management Richmond, Virginia	$1.88M	+$136K	1	0.33%	Increased
1067	Vident Investment Advisory Alpharetta, Georgia	$1.86M	+$1.72M	5	0.63%	New
1068	Smithfield Trust Pittsburgh, Pennsylvania	$1.85M	-$201K	6	0.38%	Reduced
1069	RNS Robert N. Shapiro	$1.85M	-$299K	5	0.37%	Reduced
1070	WPC White Pine Capital Bloomington, Minnesota	$1.85M	+$3.24K	1	0.62%	Increased
1071	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.81M	-$33.9K	1	2.03%	Reduced
1072	SFP Santa Fe Partners Santa Fe, New Mexico	$1.8M	-$3.39M	1	0.23%	Reduced
1073	FMB Field & Main Bank Henderson, Kentucky	$1.79M	-$6.34K	2	1.68%	Reduced
1074	SCM Schneider Capital Management Berwyn, Pennsylvania	$1.79M	-$3.64M	1	0.22%	Reduced
1075	Sequoia Financial Advisors Akron, Ohio	$1.78M	+$1.73M	1	1.22%	New