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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
1301	FHC First Heartland Consultants Lake St. Louis, Missouri	$341K	+$317K	1	0.2%	New
1302	Ariel Investments Chicago, Illinois	$340K	+$365K	1	0.01%	New
1303	SPM Symmetry Peak Management Radnor, Pennsylvania	$338K	+$336K	2	0.07%	New
1304	WI Wedgewood Investors Erie, Pennsylvania	$337K	+$322K	1	0.43%	New
1305	AP Advisor Partners Walnut Creek, California	$336K	+$322K	1	0.28%	New
1306	HAMF Hatteras Alternative Mutual Funds Raleigh, North Carolina	$335K	+$377K	1	0.36%	New
1307	FTC Farmers Trust Company Youngstown, Ohio	$332K	+$318K	1	0.13%	New
1308	SPC Stewart & Patten Company Lafayette, California	$330K	+$318K	1	0.07%	New
1309	IndexIQ Advisors New York	$329K	+$355K	1	0.04%	New
1310	BBI Baxter Bros Inc Riverside, Connecticut	$327K	+$314K	1	0.2%	New
1311	Boston Financial Management Boston, Massachusetts	$326K	+$314K	1	0.05%	New
1312	FTI Fiduciary Trust International Lincoln, Massachusetts	$321K	+$326K	1	0.12%	New
1313	Cetera Advisors Denver, Colorado	$317K	+$338K	1	0.07%	New
1314	AB AT Bancorp Dubuque, Iowa	$314K	+$302K	1	0.11%	New
1315	RU RobecoSam USA New York	$313K	+$322K	1	0.44%	New
1316	WIM Wilen Investment Management Bonita Springs, Florida	$312K	+$303K	1	0.23%	New
1317	FSA Financial Sense Advisors San Diego, California	$310K	+$299K	1	0.14%	New
1318	MBT Montecito Bank & Trust Santa Barbara, California	$306K	+$293K	1	0.21%	New
1319	Grimes & Company Westborough, Massachusetts	$296K	+$284K	1	0.11%	New
1320	MJP Michael J. Puzo	$296K	+$284K	1	0.26%	New
1321	SFSIG San Francisco Sentry Investment Group San Francisco, California	$296K	+$305K	3	0.11%	New
1322	ZAM Zevin Asset Management Boston, Massachusetts	$293K	+$313K	1	0.1%	New
1323	VCAM Van Cleef Asset Management Beachwood, Ohio	$291K	+$279K	1	0.15%	New
1324	PG Portola Group San Jose, California	$290K	+$277K	1	0.19%	New
1325	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$290K	+$282K	5	0.21%	New