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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	AMIM Aull & Monroe Investment Management Mobile, Alabama	$1.13M	-$12.9K	2	0.65%	Reduced
1202	AWW Alan W. Weber	$1.13M	+$30.1K	2	0.69%	Increased
1203	OIA Optimum Investment Advisors Chicago, Illinois	$1.13M	+$39.4K	1	0.42%	Increased
1204	CPA Court Place Advisors Ellicott City, Maryland	$1.12M	-$35.8K	1	0.62%	Reduced
1205	BBI Baxter Bros Inc Riverside, Connecticut	$1.12M	+$42K	1	0.38%	Increased
1206	Comgest Global Investors Paris, France	$1.12M	-$148K	1	0.03%	Reduced
1207	WA WealthTrust Axiom Wayne, Pennsylvania	$1.12M	-$32.2K	1	0.42%	Reduced
1208	PG Patten Group Chattanooga, Tennessee	$1.11M	-$9.7K	4	0.52%	Reduced
1209	Twin Tree Management Dallas, Texas	$1.11M	-$3.15M	4	0.01%	Reduced
1210	IFS Ifrah Financial Services Little Rock, Arkansas	$1.11M	+$347K	2	0.44%	Increased
1211	Calamos Wealth Management Naperville, Illinois	$1.1M	-$84.8K	1	0.19%	Reduced
1212	Park National Corp Newark, Ohio	$1.1M	-$1.1K	2	0.07%	Reduced
1213	CM Crestline Management Fort Worth, Texas	$1.09M	+$1.1M	2	0.14%	New
1214	Capital Investment Advisors Atlanta, Georgia	$1.09M	+$684K	2	0.1%	Increased
1215	PV Private Vista Chicago, Illinois	$1.08M	+$1.07M	1	0.27%	New
1216	Jones Financial Companies Des Peres, Missouri	$1.08M	-$327K	1	0%	Reduced
1217	NRS Neville Rodie & Shaw New York	$1.07M	$0	2	0.13%	Maintained
1218	FHC First Heartland Consultants Lake St. Louis, Missouri	$1.07M	$0	1	0.31%	Maintained
1219	CB Chemical Bank Detroit, Michigan	$1.07M	-$64K	2	0.14%	Reduced
1220	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.06M	$0	1	0.14%	Maintained
1221	RG Renaissance Group Covington, Kentucky	$1.05M	+$395K	3	0.04%	Increased
1222	Spot Trading Chicago, Illinois	$1.05M	+$876K	6	0.02%	Increased
1223	Wedbush Securities Los Angeles, California	$1.05M	+$374K	3	0.16%	Increased
1224	P Pitcairn Conshohocken, Pennsylvania	$1.05M	-$1.16M	2	0.13%	Reduced
1225	ICOA Investment Centers of America Bismarck, North Dakota	$1.05M	-$8.34K	1	0.11%	Reduced