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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
1426	TC Telemus Capital Southfield, Michigan	$284K	-$27.5K	1	0.07%	Reduced
1427	Fuller & Thaler Asset Management San Mateo, California	$282K	+$268K	1	0.01%	New
1428	Wilmington Savings Fund Society Wilmington, Delaware	$281K	-$6.99K	1	0.02%	Reduced
1429	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$280K	+$2.56K	2	0.07%	Increased
1430	MC Miles Capital West Des Moines, Iowa	$280K	+$277K	1	0.14%	New
1431	BEAM Baker Ellis Asset Management Vancouver, Washington	$278K	-$51.6K	1	0.09%	Reduced
1432	T TradeWorx Red Bank, New Jersey	$278K	-$197K	2	0.23%	Reduced
1433	Apex Capital Management Dayton, Ohio	$277K	-$15.4K	1	0.01%	Reduced
1434	AI ArchPoint Investors Coral Gables, Florida	$277K	+$20K	1	0.23%	Increased
1435	CCM Carderock Capital Management Chevy Chase, Maryland	$277K	-$117K	1	0.14%	Reduced
1436	NIM Northeast Investment Management Boston, Massachusetts	$275K	$0	1	0.03%	Maintained
1437	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$274K	+$280	1	0.13%	Increased
1438	NCM Noesis Capital Mangement Boca Raton, Florida	$271K	$0	1	0.12%	Maintained
1439	IPC Independent Portfolio Consultants Boca Raton, Florida	$269K	+$271K	4	0.08%	New
1440	TF Tompkins Financial Ithaca, New York	$267K	+$69.8K	3	0.07%	Increased
1441	MPM Meritage Portfolio Management Overland Park, Kansas	$264K	-$5.78M	1	0.03%	Reduced
1442	RCM Reynolds Capital Management Las Vegas, Nevada	$259K	+$92.9K	1	0.18%	Increased
1443	BRWM B. Riley Wealth Management Memphis, Tennessee	$258K	-$61.1K	4	0.17%	Reduced
1444	PVH Psagot Value Holdings Tel Aviv, Israel	$257K	-$951K	3	0.01%	Reduced
1445	ACM Alta Capital Management Salt Lake City, Utah	$256K	+$273K	1	0.02%	New
1446	SIM Strategic Investment Management Arlington, Virginia	$255K	-$30.5K	1	0.06%	Reduced
1447	ZTNA Zions Trust National Association Salt Lake City, Utah	$255K	$0	1	0.36%	Maintained
1448	CAS CTC Alternative Strategies Chicago, Illinois	$255K	$0	1	0.21%	Maintained
1449	Washington Trust Westerly, Rhode Island	$252K	+$240K	1	0.02%	New
1450	LWM Lenox Wealth Management Cincinnati, Ohio	$251K	-$21.2K	2	0.17%	Reduced