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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
1476	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$227K	-$32K	1	0.04%	Reduced
1477	NL NWAM LLC Mercer Island, Washington	$225K	+$45K	1	0.08%	Increased
1478	ZTNA Zions Trust National Association Salt Lake City, Utah	$225K	$0	1	0.31%	Maintained
1479	Wealthfront Palo Alto, California	$224K	-$84.6K	5	0.02%	Reduced
1480	FCB First Citizens Bancorporation Columbia, South Carolina	$222K	+$226K	1	0.16%	New
1481	LWM Lenox Wealth Management Cincinnati, Ohio	$222K	-$4.08K	2	0.15%	Reduced
1482	TF Tompkins Financial Ithaca, New York	$221K	-$4.4K	3	0.06%	Reduced
1483	PC Passport Capital San Francisco, California	$217K	-$2.4M	1	0%	Reduced
1484	EC EJF Capital Arlington, Virginia	$216K	+$221K	1	0.01%	New
1485	CCM Carderock Capital Management Chevy Chase, Maryland	$213K	-$34.8K	1	0.11%	Reduced
1486	IPC Independent Portfolio Consultants Boca Raton, Florida	$213K	-$42.6K	5	0.06%	Reduced
1487	CCB Cutter & Co Brokerage Ballwin, Missouri	$211K	+$14.2K	1	0.08%	Increased
1488	MBT Montecito Bank & Trust Santa Barbara, California	$210K	+$4.89K	1	0.13%	Increased
1489	DCM Delta Capital Management Red Bank, New Jersey	$209K	+$212K	1	0.14%	New
1490	PIC Portland Investment Counsel Burlington, Ontario, Canada	$208K	+$213K	1	0.14%	New
1491	AAP Ardsley Advisory Partners Stamford, Connecticut	$206K	-$13.7M	1	0.03%	Reduced
1492	FMA FNY Managed Accounts New York	$206K	+$138K	2	0.62%	Increased
1493	TCM Tradewinds Capital Management Bellingham, Washington	$204K	-$973	3	0.15%	Reduced
1494	GLRA Gerald L. Ray & Associates Dallas, Texas	$203K	-$241K	1	0.03%	Reduced
1495	RIA Regal Investment Advisors Kentwood, Michigan	$203K	+$79.4K	3	0.06%	Increased
1496	T TradeWorx Red Bank, New Jersey	$203K	-$64.6K	1	0.27%	Reduced
1497	Heritage Wealth Advisors Richmond, Virginia	$201K	+$205K	1	0.21%	New
1498	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$200K	$0	1	0.07%	Maintained
1499	SGAM Smith Group Asset Management Dallas, Texas	$200K	$0	1	0.01%	Maintained
1500	BRWM B. Riley Wealth Management Memphis, Tennessee	$199K	-$29.8K	4	0.15%	Reduced