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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
1126	OIA Optimum Investment Advisors Chicago, Illinois	$1.37M	+$19.5K	5	0.46%	Increased
1127	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$1.37M	-$10.9M	5	0.06%	Reduced
1128	FIM Freedom Investment Management Hartford, Connecticut	$1.37M	+$200K	3	0.24%	Increased
1129	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.37M	+$1.53M	1	1.08%	New
1130	FFA First Foundation Advisors Irvine, California	$1.36M	+$514K	1	0.14%	Increased
1131	PCTC Perkins Coie Trust Company Seattle, Washington	$1.35M	+$15.5K	2	1.14%	Increased
1132	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.34M	-$70.9K	1	2.62%	Reduced
1133	DTL Dynamic Technology Lab Singapore	$1.34M	-$1.14M	5	0.65%	Reduced
1134	Wedbush Securities Los Angeles, California	$1.33M	+$549K	3	0.21%	Increased
1135	BAS Brown Advisory Securities Baltimore, Maryland	$1.32M	+$9.02K	2	0.49%	Increased
1136	NFG Next Financial Group Houston, Texas	$1.32M	+$793K	11	0.26%	Increased
1137	TH Timber Hill Greenwich, Connecticut	$1.3M	-$684K	1	0.01%	Reduced
1138	LCM Landscape Capital Management Englewood, New Jersey	$1.3M	+$630K	1	0.9%	Increased
1139	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.3M	$0	1	0.06%	Maintained
1140	WIC Wood Investment Counsel Denver, Colorado	$1.3M	+$30.8K	2	0.19%	Increased
1141	CC ClearArc Capital Cincinnati, Ohio	$1.29M	-$1.32M	3	0.29%	Reduced
1142	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.29M	-$128K	1	0.25%	Reduced
1143	RH Rayner & Haynor Mill Valley, California	$1.28M	-$42.5K	1	0.98%	Reduced
1144	Algert Global San Francisco, California	$1.28M	-$840K	2	0.95%	Reduced
1145	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$1.28M	-$32.7K	3	0.58%	Reduced
1146	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.27M	-$69.7K	2	1.38%	Reduced
1147	WPP Whalerock Point Partners Providence, Rhode Island	$1.27M	-$53.6K	2	0.57%	Reduced
1148	AGAM Avalon Global Asset Management San Francisco, California	$1.26M	-$498K	1	0.74%	Reduced
1149	HIC Harvey Investment Company Louisville, Kentucky	$1.25M	$0	2	0.32%	Maintained
1150	PAM PartnerRe Asset Management Greenwich, Connecticut	$1.25M	-$229K	4	0.24%	Reduced