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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
1276	Salem Investment Counselors Winston Salem, North Carolina	$720K	$0	2	0.09%	Maintained
1277	LA Lucus Advisors New York	$715K	-$731K	2	0.43%	Reduced
1278	PFS Physicians Financial Services Raleigh, North Carolina	$709K	+$685K	2	0.65%	New
1279	Analytic Investors Los Angeles, California	$707K	+$183K	2	0.01%	Increased
1280	IHL Investment House LLC Redondo Beach, California	$707K	+$525K	1	0.12%	Increased
1281	Wealthfront Palo Alto, California	$693K	-$159K	3	0.02%	Reduced
1282	SI SII Investments Appleton, Wisconsin	$691K	+$540	2	0.09%	Increased
1283	AFG American Financial Group Cincinnati, Ohio	$685K	-$590K	2	0.05%	Reduced
1284	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$684K	+$672K	1	0.46%	New
1285	HH Hilltop Holdings Dallas, Texas	$679K	$0	1	0.2%	Maintained
1286	BA BKS Advisors Southfield, Michigan	$677K	-$152K	1	0.35%	Reduced
1287	PGA Portland Global Advisors Portland, Maine	$676K	-$30.2K	1	0.36%	Reduced
1288	ACM Argentus Capital Management Dallas, Texas	$674K	-$2.55M	3	0.21%	Reduced
1289	Gofen & Glossberg Chicago, Illinois	$674K	$0	1	0.03%	Maintained
1290	ODCM Old Dominion Capital Management Charlottesville, Virginia	$672K	+$10.2K	1	0.85%	Increased
1291	IR Invictus RG Hamilton, Bermuda	$660K	+$675K	5	0.63%	New
1292	NGA Naples Global Advisors Naples, Florida	$657K	-$273K	1	0.32%	Reduced
1293	ST Semper Trust King Of Prussia, Pennsylvania	$656K	+$680K	2	0.91%	New
1294	Cornerstone Investment Partners Atlanta, Georgia	$655K	-$207K	1	0.02%	Reduced
1295	TDC Thompson Davis & Co Richmond, Virginia	$653K	+$165K	9	0.92%	Increased
1296	IFS Ifrah Financial Services Little Rock, Arkansas	$640K	-$5.08K	1	0.25%	Reduced
1297	BCM Birmingham Capital Management Birmingham, Alabama	$637K	$0	1	0.26%	Maintained
1298	SCM Salem Capital Management Woburn, Massachusetts	$635K	+$78.7K	1	0.36%	Increased
1299	CK Cohen Klingenstein New York	$633K	$0	1	0.12%	Maintained
1300	CAS Cue Advisory Services Phoenix, Arizona	$629K	+$120K	2	0.56%	Increased