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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	VWM Valley Wealth Managers Paramus, New Jersey	$696K	-$278K	1	0.09%	Reduced
1427	MLL Moody Lynn & Lieberson Boston, Massachusetts	$694K	+$18.3K	1	0.09%	Increased
1428	PPCM Pillar Pacific Capital Management Pacifica, California	$690K	-$17.5K	1	0.09%	Reduced
1429	CCA Cobblestone Capital Advisors Rochester, New York	$685K	-$457	1	0.09%	Reduced
1430	MJP Michael J. Puzo	$682K	$0	2	0.37%	Maintained
1431	BW Gestao de Investimentos Sao Paulo, Brazil	$681K	$0	1	0.18%	Maintained
1432	FBC Fairfield, Bush & Co Darien, Connecticut	$679K	$0	1	0.22%	Maintained
1433	IHT Wealth Management Chicago, Illinois	$679K	-$21.7K	11	0.33%	Reduced
1434	FI FormulaFolio Investments Grand Rapids, Michigan	$678K	+$682K	1	0.06%	New
1435	IAM Integre Asset Management New York	$678K	+$321K	2	0.41%	Increased
1436	AAM American Asset Management Boca Raton, Florida	$676K	+$381	1	0.38%	Increased
1437	FIM Farmhouse Investment Management Greenbrae, California	$674K	$0	1	0.32%	Maintained
1438	Cetera Investment Advisers Schaumburg, Illinois	$664K	+$114K	1	0.16%	Increased
1439	Cetera Advisor Networks El Segundo, California	$659K	-$285K	2	0.03%	Reduced
1440	MCM Matarin Capital Management New York	$659K	+$504K	2	0.06%	Increased
1441	SMC Smith, Moore & Co Clayton, Missouri	$658K	+$7.62K	1	0.22%	Increased
1442	SGI Summit Global Investments Bountiful, Utah	$657K	+$104K	1	0.2%	Increased
1443	SignatureFD Atlanta, Georgia	$655K	+$255K	2	0.1%	Increased
1444	WI Wintrust Investments Chicago, Illinois	$655K	-$53.1K	1	0.17%	Reduced
1445	SBA Seven Bridges Advisors New York	$651K	-$77.4K	1	0.58%	Reduced
1446	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$650K	-$18.5K	1	0.06%	Reduced
1447	RQS Ramsey Quantitative Systems Louisville, Kentucky	$650K	+$34.5K	2	0.73%	Increased
1448	ZIM ZPR Investment Management Orange City, Florida	$650K	-$65.8K	1	1%	Reduced
1449	Busey Bank Urbana, Illinois	$648K	-$58.3K	1	0.09%	Reduced
1450	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$648K	+$116K	8	0.11%	Increased