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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	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$294K	$0	2	0.08%	Maintained
1452	NB Nicolet Bankshares Green Bay, Wisconsin	$294K	+$315K	1	0.29%	New
1453	Atria Investments Charlotte, North Carolina	$293K	+$318K	1	0.03%	New
1454	Waverly Advisors Birmingham, Alabama	$293K	+$277K	1	0.13%	Increased
1455	CCA Cobblestone Capital Advisors Rochester, New York	$292K	+$78.5K	1	0.04%	Increased
1456	Donaldson Capital Management Evansville, Indiana	$292K	-$446K	1	0.04%	Reduced
1457	EDRE Edmond de Rothschild (Europe) Luxembourg	$291K	-$1.89M	2	0.13%	Reduced
1458	Banque Pictet & Cie Geneva 73, Switzerland	$288K	-$790K	1	0.01%	Reduced
1459	HCM Highlander Capital Management Short Hills, New Jersey	$287K	-$9.38K	1	0.27%	Reduced
1460	WA Winfield Associates Cleveland, Ohio	$286K	-$61.2K	2	0.19%	Reduced
1461	Cetera Advisors Denver, Colorado	$285K	-$197K	1	0.02%	Reduced
1462	BCM Bienville Capital Management New York	$284K	$0	1	0.1%	Maintained
1463	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$284K	+$58.9K	1	0.04%	Increased
1464	MPM Meritage Portfolio Management Overland Park, Kansas	$284K	$0	1	0.03%	Maintained
1465	ZB Zions Bancorporation Salt Lake City, Utah	$284K	-$5.53K	7	0.05%	Reduced
1466	TA TMD & Associates Scottsdale, Arizona	$280K	+$267K	1	0.26%	New
1467	FFA First Foundation Advisors Irvine, California	$279K	-$2.92M	1	0.02%	Reduced
1468	WIS Wright Investors Service Shelton, Connecticut	$278K	+$289K	1	0.1%	New
1469	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$276K	+$5.23K	8	0.15%	Increased
1470	CAM Columbia Asset Management Ann Arbor, Michigan	$274K	-$81.2K	1	0.11%	Reduced
1471	VCAM Van Cleef Asset Management Beachwood, Ohio	$273K	-$9.48K	1	0.1%	Reduced
1472	SAM Silverback Asset Management Chapel Hill, North Carolina	$268K	-$38.6K	1	0.06%	Reduced
1473	CI Chartist Inc Seal Beach, California	$268K	+$258K	1	0.13%	New
1474	Benjamin F. Edwards & Company St. Louis, Missouri	$267K	-$37.1K	7	0.06%	Reduced
1475	Eventide Asset Management Boston, Massachusetts	$265K	+$126K	2	0.01%	Increased