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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
1101	First Citizens Bank & Trust Raleigh, North Carolina	$1.27M	+$226K	2	0.09%	Increased
1102	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$1.26M	+$198K	2	1.35%	Increased
1103	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$1.26M	-$133K	1	0.46%	Reduced
1104	KIA KCM Investment Advisors Greenbrae, California	$1.25M	-$147K	2	0.1%	Reduced
1105	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$1.25M	+$43.8K	1	0.63%	Increased
1106	AIA Arrow Investment Advisors Laurel, Maryland	$1.24M	-$272K	1	0.31%	Reduced
1107	PPCM Pillar Pacific Capital Management Pacifica, California	$1.24M	-$62.6K	3	0.23%	Reduced
1108	DI Diligent Investors Redlands, California	$1.24M	-$22K	2	1.33%	Reduced
1109	ACI Advance Capital I Southfield, Michigan	$1.23M	+$675K	2	1.01%	Increased
1110	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.23M	+$1.36M	3	0.82%	New
1111	BOH Bank of Hawaii Honolulu, Hawaii	$1.23M	-$341K	3	0.14%	Reduced
1112	WSA Wall Street Associates Lajolla, California	$1.22M	-$19.9K	2	0.23%	Reduced
1113	IP Interval Partners New York	$1.21M	-$12.9M	1	0.15%	Reduced
1114	WCM Wesley Capital Management New York	$1.21M	-$894K	2	1.03%	Reduced
1115	AFG American Financial Group Cincinnati, Ohio	$1.2M	$0	3	0.09%	Maintained
1116	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$1.2M	$0	2	0.26%	Maintained
1117	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$1.2M	+$13.3K	3	0.58%	Increased
1118	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$1.19M	-$131K	1	0.12%	Reduced
1119	HIM Herald Investment Management London, United Kingdom	$1.19M	+$1.24M	1	0.53%	New
1120	OIA Optimum Investment Advisors Chicago, Illinois	$1.19M	+$1.33M	2	0.48%	New
1121	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$1.18M	-$20.4K	1	0.84%	Reduced
1122	ACS Archford Capital Strategies Swansea, Illinois	$1.18M	+$185K	5	0.88%	Increased
1123	AIM Ada Investment Management New York	$1.18M	-$642K	2	0.6%	Reduced
1124	SAM Selway Asset Management	$1.18M	+$65K	1	0.74%	Increased
1125	Jones Financial Companies Des Peres, Missouri	$1.17M	+$536K	1	0.01%	Increased