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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
1201	LH Lebenthal Holdings New York	$920K	-$883K	3	0.21%	Reduced
1202	Shelton Capital Management Denver, Colorado	$917K	-$235K	2	0.1%	Reduced
1203	CI Capital Innovations Pewaukee, Wisconsin	$901K	+$901K	2	1.02%	New
1204	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$896K	$0	2	0.72%	Maintained
1205	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$892K	+$122K	7	0.81%	Increased
1206	SCM Stonebridge Capital Management Los Angeles, California	$892K	+$7.38K	1	0.4%	Increased
1207	SA Strategic Advisors New York	$892K	-$54.5K	1	0.62%	Reduced
1208	Global X Management Company New York	$891K	-$145K	8	0.07%	Reduced
1209	LMAM Legg Mason Asset Management Tokyo, Japan	$889K	-$45.3K	1	0.9%	Reduced
1210	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$879K	-$98.4K	1	0.2%	Reduced
1211	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$878K	+$17K	1	1.51%	Increased
1212	ECM Everence Capital Management Goshen, Indiana	$876K	$0	2	0.3%	Maintained
1213	Stock Yards Bank & Trust Louisville, Kentucky	$872K	-$241K	2	0.13%	Reduced
1214	GWM Gupta Wealth Management San Diego, California	$869K	+$27.9K	7	0.21%	Increased
1215	MassMutual Private Wealth & Trust Windsor, Connecticut	$856K	-$37.3K	5	0.18%	Reduced
1216	IRS Invictus RG (Singapore) Singapore	$850K	+$710K	5	0.79%	Increased
1217	Cornerstone Investment Partners Atlanta, Georgia	$842K	-$4.55K	1	0.02%	Reduced
1218	NGA Naples Global Advisors Naples, Florida	$839K	-$108K	2	0.43%	Reduced
1219	Stratos Wealth Partners Beachwood, Ohio	$836K	-$1.06M	2	0.11%	Reduced
1220	LCM Logan Capital Management Newtown Square, Pennsylvania	$831K	$0	2	0.07%	Maintained
1221	CCT Capital City Trust Tallahassee, Florida	$825K	+$9.45K	1	0.35%	Increased
1222	CIBC World Markets New York	$825K	+$828K	1	0.02%	New
1223	Advisory Services Network Atlanta, Georgia	$822K	-$774K	10	0.25%	Reduced
1224	RWA River Wealth Advisors Camp Hill, Pennsylvania	$822K	+$52.5K	1	0.56%	Increased
1225	CBN Cadence Bank NA Houston, Texas	$820K	+$725K	1	0.47%	Increased