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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	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$383K	+$2.46K	1	0.02%	Increased
1427	CIS Connors Investor Services Wyomissing, Pennsylvania	$383K	-$7.06M	1	0.07%	Reduced
1428	CC Courier Capital Buffalo, New York	$383K	+$55.8K	1	0.08%	Increased
1429	PAG Pinnacle Advisory Group Columbia, Maryland	$382K	-$24.3K	1	0.03%	Reduced
1430	Crawford Investment Counsel Atlanta, Georgia	$379K	$0	1	0.02%	Maintained
1431	IH IFC Holdings Tampa, Florida	$378K	-$69.8K	1	0.04%	Reduced
1432	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$374K	+$160K	6	0.1%	Increased
1433	RSS Rosenblum Silverman Sutton San Francisco, California	$373K	+$365K	1	0.18%	New
1434	CBU CIBC Bank USA Chicago, Illinois	$371K	+$29.7K	2	0.06%	Increased
1435	IPC Independent Portfolio Consultants Boca Raton, Florida	$371K	+$266K	4	0.12%	Increased
1436	NB Nicolet Bankshares Green Bay, Wisconsin	$371K	+$24K	1	0.24%	Increased
1437	ACM Aviance Capital Management Sarasota, Florida	$370K	+$6.53K	1	0.01%	Increased
1438	RIG Renaissance Investment Group Lenox, Massachusetts	$370K	$0	1	0.18%	Maintained
1439	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$365K	+$375K	1	0.23%	New
1440	TH Timber Hill Greenwich, Connecticut	$365K	-$1.11M	1	0%	Reduced
1441	Capital Investment Advisors Atlanta, Georgia	$361K	-$36.1K	1	0.03%	Reduced
1442	EGA E&G Advisors Houston, Texas	$358K	-$72.8K	1	0.22%	Reduced
1443	SCI S&CO Inc Boston, Massachusetts	$358K	$0	1	0.06%	Maintained
1444	LPT Legacy Private Trust Neenah, Wisconsin	$357K	-$1.21M	1	0.05%	Reduced
1445	RB Rodgers Brothers Harmony, Pennsylvania	$356K	+$111K	1	0.15%	Increased
1446	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$356K	+$366K	1	0.01%	New
1447	BFG Beacon Financial Group Dallas, Texas	$355K	-$14.2K	1	0.08%	Reduced
1448	Flow Traders U.S. New York	$354K	+$319K	1	0.03%	New
1449	EIM Essex Investment Management Boston, Massachusetts	$353K	-$3.38K	1	0.06%	Reduced
1450	HCMNY Howard Capital Management (New York) New York	$352K	-$73.8K	1	0.07%	Reduced