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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	MSR Main Street Research Lakeville, Connecticut	$806K	$0	2	0.17%	Maintained
1252	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$804K	+$1.57K	2	0.06%	Increased
1253	Boothbay Fund Management New York	$802K	+$292K	4	0.36%	Increased
1254	PVWM Point View Wealth Management Summit, New Jersey	$802K	+$234K	2	0.58%	Increased
1255	Hillsdale Investment Management Toronto, Ontario, Canada	$800K	-$884K	4	0.3%	Reduced
1256	CTI Community Trust & Investment Versailles, Kentucky	$795K	-$13.4M	2	0.1%	Reduced
1257	RIM Regent Investment Management Louisville, Kentucky	$794K	-$243K	1	0.42%	Reduced
1258	RWA River Wealth Advisors Camp Hill, Pennsylvania	$794K	-$41K	1	0.5%	Reduced
1259	ETrade Capital Management Arlington, Virginia	$791K	+$847K	1	0.05%	New
1260	Cullen Capital Management New York	$790K	+$107K	1	0.03%	Increased
1261	SIC SFE Investment Counsel Los Angeles, California	$780K	-$26.8K	1	0.37%	Reduced
1262	GWM Gupta Wealth Management San Diego, California	$779K	-$112K	7	0.2%	Reduced
1263	CPO Cerity Partners OCIO New York	$778K	+$94.9K	1	0.09%	Increased
1264	MC Middleton & Co Boston, Massachusetts	$777K	-$1.01M	2	0.17%	Reduced
1265	CS Credential Securities Vancouver,	$772K	+$294K	2	0.51%	Increased
1266	SCM Stonebridge Capital Management Los Angeles, California	$764K	-$350K	1	0.32%	Reduced
1267	Hills Bank & Trust North Liberty, Iowa	$755K	+$503K	1	0.29%	Increased
1268	PWAG Polaris Wealth Advisory Group San Rafael, California	$755K	+$720K	1	0.12%	New
1269	HIC Harvey Investment Company Louisville, Kentucky	$748K	$0	1	0.17%	Maintained
1270	ID Integral Derivatives New York	$746K	-$4.07M	2	0.02%	Reduced
1271	Simplicity Solutions Minneapolis, Minnesota	$736K	+$717K	1	0.09%	New
1272	NFG Next Financial Group Houston, Texas	$733K	-$42.5K	8	0.27%	Reduced
1273	HWP Hefty Wealth Partners Auburn, Indiana	$732K	+$763K	1	0.7%	New
1274	Capstone Investment Advisors New York	$723K	+$582K	1	0.02%	Increased
1275	SM Sciencast Management Princeton, New Jersey	$723K	+$753K	1	0.75%	New