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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
1376	WEC Winslow Evans & Crocker Boston, Massachusetts	$495K	+$212K	6	0.14%	Increased
1377	RW Rand Wealth Baltimore, Maryland	$493K	-$8.13K	1	0.07%	Reduced
1378	ATC Argent Trust Co Nashville, Tennessee	$492K	+$51.5K	1	0.25%	Increased
1379	AI ArchPoint Investors Coral Gables, Florida	$491K	$0	1	0.31%	Maintained
1380	Boothbay Fund Management New York	$488K	+$144K	2	0.19%	Increased
1381	DIA Dean Investment Associates Beavercreek, Ohio	$488K	+$15.6K	1	0.11%	Increased
1382	Giverny Capital Montreal, Quebec, Canada	$485K	-$51	1	0.1%	Reduced
1383	GLRA Gerald L. Ray & Associates Dallas, Texas	$484K	+$301K	2	0.07%	Increased
1384	JFA JNBA Financial Advisors Bloomington, Minnesota	$481K	-$3.69K	4	0.18%	Reduced
1385	WPC Waters Parkerson & Co New Orleans, Louisiana	$479K	-$59.2K	1	0.06%	Reduced
1386	RHJA Rice Hall James & Associates San Diego, California	$478K	+$482K	1	0.03%	New
1387	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$471K	-$137K	2	0.1%	Reduced
1388	FTC Farmers Trust Company Youngstown, Ohio	$469K	$0	1	0.16%	Maintained
1389	PVWM Point View Wealth Management Summit, New Jersey	$466K	+$337K	2	0.36%	Increased
1390	Braun Stacey Associates New York	$462K	+$484K	1	0.02%	New
1391	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$462K	+$13.1K	1	0.21%	Increased
1392	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$455K	+$476K	1	0.24%	New
1393	FCCM First City Capital Management Savannah, Georgia	$451K	-$13.6K	1	0.31%	Reduced
1394	AWA ARS Wealth Advisors St. Petersburg, Florida	$447K	-$25.1K	1	0.2%	Reduced
1395	M MOTCO San Antonio, Texas	$446K	+$90.3K	3	0.05%	Increased
1396	LCM Landscape Capital Management Englewood, New Jersey	$445K	-$5.52M	1	0.08%	Reduced
1397	HW Hedeker Wealth Lincolnshire, Illinois	$443K	+$437K	1	0.36%	New
1398	FNB First Niagara Bank Lockport, New York	$442K	-$10.4K	1	0.1%	Reduced
1399	Heritage Investors Management Corp Bethesda, Maryland	$442K	-$60K	1	0.03%	Reduced
1400	SEC Seven Eight Capital New York	$432K	-$171K	4	0.51%	Reduced