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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	RWA Ropes Wealth Advisors Boston, Massachusetts	$975K	+$188K	4	0.34%	Increased
1252	MAA Mraz Amerine & Associates Modesto, California	$973K	-$79.6K	1	0.34%	Reduced
1253	RT Rockland Trust Hanover, Massachusetts	$972K	$0	1	0.17%	Maintained
1254	GIM Greenwich Investment Management Norwalk, Connecticut	$971K	-$288K	1	1.03%	Reduced
1255	Fulton Bank Lancaster, Pennsylvania	$970K	-$186K	3	0.09%	Reduced
1256	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$968K	$0	1	0.13%	Maintained
1257	Sequoia Financial Advisors Akron, Ohio	$966K	-$309K	1	0.27%	Reduced
1258	ICOA Investment Centers of America Bismarck, North Dakota	$960K	-$263K	1	0.11%	Reduced
1259	Salem Investment Counselors Winston Salem, North Carolina	$946K	-$2.46K	2	0.11%	Reduced
1260	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$943K	-$805K	2	0.45%	Reduced
1261	NGA Naples Global Advisors Naples, Florida	$934K	$0	1	0.38%	Maintained
1262	FHC First Heartland Consultants Lake St. Louis, Missouri	$929K	-$134K	1	0.1%	Reduced
1263	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$927K	+$293K	1	0.39%	Increased
1264	Eagle Capital Management (New York) New York	$925K	$0	1	0%	Maintained
1265	HC Henshaw Capital Woburn, Massachusetts	$921K	$0	3	0.12%	Maintained
1266	LMAM Legg Mason Asset Management Tokyo, Japan	$920K	-$24.7K	1	0.99%	Reduced
1267	LW Linscomb Wealth Houston, Texas	$918K	-$12.4K	1	0.09%	Reduced
1268	VNA VNBTrust National Association Charlottesville, Virginia	$918K	-$4.75K	3	0.54%	Reduced
1269	WCM Wesley Capital Management New York	$913K	+$573K	1	1.06%	Increased
1270	SIC SFE Investment Counsel Los Angeles, California	$896K	-$50.4K	1	0.42%	Reduced
1271	PCM Parsons Capital Management Providence, Rhode Island	$895K	-$168K	1	0.12%	Reduced
1272	Mariner Overland Park, Kansas	$894K	+$892K	2	0.05%	New
1273	AWW Alan W. Weber	$889K	-$344K	2	0.63%	Reduced
1274	SA Strategic Advisors New York	$888K	$0	1	0.51%	Maintained
1275	HWP Hefty Wealth Partners Auburn, Indiana	$877K	+$903K	1	0.72%	New