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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
1251	AIS American Investment Services Great Barrington, Massachusetts	$714K	$0	2	0.4%	Maintained
1252	Donaldson Capital Management Evansville, Indiana	$710K	-$2.18M	1	0.11%	Reduced
1253	MCM Manchester Capital Management Manchester, Vermont	$706K	$0	4	0.12%	Maintained
1254	DA Dillon & Associates Jackson, Michigan	$702K	+$36.6K	1	0.35%	Increased
1255	HIC Harvey Investment Company Louisville, Kentucky	$697K	$0	1	0.17%	Maintained
1256	Prospera Financial Services Dallas, Texas	$694K	+$77.4K	2	0.18%	Increased
1257	DBT Dubuque Bank & Trust Dubuque, Iowa	$690K	+$220K	1	0.15%	Increased
1258	Cetera Advisor Networks El Segundo, California	$687K	-$147K	2	0.05%	Reduced
1259	Salem Investment Counselors Winston Salem, North Carolina	$683K	-$2.38M	2	0.09%	Reduced
1260	Cullen Capital Management New York	$677K	+$130K	1	0.02%	Increased
1261	Quadrant Capital Group Cincinnati, Ohio	$674K	+$23.5K	10	0.47%	Increased
1262	EWMCB EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey	$672K	+$65.7K	1	0.47%	Increased
1263	SI SII Investments Appleton, Wisconsin	$668K	-$156K	2	0.08%	Reduced
1264	SEC Seven Eight Capital New York	$663K	+$383K	3	0.58%	Increased
1265	Sigma Planning Corp Ann Arbor, Michigan	$655K	-$334K	1	0.1%	Reduced
1266	RCM Rotella Capital Management Bellevue, Washington	$654K	+$660K	1	0.21%	Increased
1267	ODCM Old Dominion Capital Management Charlottesville, Virginia	$653K	+$5.37K	1	0.92%	Increased
1268	FHC First Houston Capital Houston, Texas	$652K	-$207K	1	0.62%	Reduced
1269	SS Sunbelt Securities Houston, Texas	$646K	+$66.5K	1	0.88%	Increased
1270	WIA Westbourne Investment Advisors Annapolis, Maryland	$644K	-$106K	1	0.65%	Reduced
1271	AEGON Asset Management (UK) Edinburgh, United Kingdom	$630K	$0	1	0.02%	Maintained
1272	Gofen & Glossberg Chicago, Illinois	$629K	-$690K	1	0.03%	Reduced
1273	Oberweis Asset Management Lisle, Illinois	$628K	-$2.41M	1	0.18%	Reduced
1274	CTA Colonial Trust Advisors Spartanburg, South Carolina	$618K	-$17.7K	1	0.21%	Reduced
1275	IFS Ifrah Financial Services Little Rock, Arkansas	$607K	-$1.74K	1	0.24%	Reduced