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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
1451	PIA Phoenix Investment Adviser New York	$230K	$0	1	0.23%	Maintained
1452	WCM Wallace Capital Management Dallas, Texas	$229K	$0	1	0.04%	Maintained
1453	JIR James Investment Research Alpha, Ohio	$226K	-$29.5K	2	0.01%	Reduced
1454	MJP Michael J. Puzo	$226K	+$1.18K	1	0.16%	Increased
1455	GAM Gould Asset Management Claremont, California	$225K	$0	1	0.13%	Maintained
1456	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$223K	-$270K	2	0.04%	Reduced
1457	AWP Ascent Wealth Partners New Hartford, New York	$222K	-$2.11M	1	0.13%	Reduced
1458	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$218K	+$227K	9	0.12%	New
1459	BAC Boys Arnold & Co Asheville, North Carolina	$217K	-$526K	1	0.05%	Reduced
1460	NPA Nichols & Pratt Advisers Boston, Massachusetts	$217K	$0	1	0.02%	Maintained
1461	TFF Timothy F. Fidgeon	$217K	$0	1	0.11%	Maintained
1462	FPC Falcon Point Capital San Francisco, California	$215K	$0	1	0.08%	Maintained
1463	CCA Cobblestone Capital Advisors Rochester, New York	$214K	+$57.7K	1	0.03%	Increased
1464	Capital Analysts LLC Fort Washington, Pennsylvania	$214K	-$716K	3	0.04%	Reduced
1465	WBG Wharton Business Group Malvern, Pennsylvania	$213K	+$245K	1	0.02%	New
1466	SFSIG San Francisco Sentry Investment Group San Francisco, California	$212K	$0	1	0.15%	Maintained
1467	CT Cambridge Trust Cambridge, Massachusetts	$210K	-$11.1K	1	0.02%	Reduced
1468	Heritage Wealth Advisors Richmond, Virginia	$210K	$0	1	0.18%	Maintained
1469	WB Webster Bank Waterbury, Connecticut	$209K	+$241K	1	0.04%	New
1470	PTC Private Trust Company Cleveland, Ohio	$207K	-$8.27K	1	0.06%	Reduced
1471	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$206K	$0	1	0.07%	Maintained
1472	SPC Stewart & Patten Company Lafayette, California	$206K	$0	1	0.05%	Maintained
1473	PIM Penobscot Investment Management Boston, Massachusetts	$204K	-$242K	1	0.07%	Reduced
1474	SWM Segment Wealth Management Houston, Texas	$204K	$0	1	0.08%	Maintained
1475	AP Appleton Partners Boston, Massachusetts	$203K	+$233K	1	0.05%	New