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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	WA Wheatland Advisors Lancaster, Pennsylvania	$301K	$0	1	0.29%	Maintained
1477	SWA Sutton Wealth Advisors Tampa, Florida	$295K	+$38.5K	12	0.28%	Increased
1478	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$294K	+$256K	1	0.06%	New
1479	SC SRB Corp Boston, Massachusetts	$294K	-$4.85K	2	0.05%	Reduced
1480	NIM Northeast Investment Management Boston, Massachusetts	$293K	$0	1	0.03%	Maintained
1481	PTA Pear Tree Advisors Lincoln, Massachusetts	$292K	$0	2	0.12%	Maintained
1482	FSCM Front Street Capital Management Missoula, Montana	$290K	+$298K	1	0.14%	New
1483	DA Dillon & Associates Jackson, Michigan	$285K	-$36.9K	1	0.13%	Reduced
1484	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$283K	-$167K	1	0.21%	Reduced
1485	ZWJ Investment Counsel Atlanta, Georgia	$283K	-$13.9M	1	0.03%	Reduced
1486	DBT Dubuque Bank & Trust Dubuque, Iowa	$282K	-$37.2K	2	0.05%	Reduced
1487	HCM Highlander Capital Management Short Hills, New Jersey	$282K	$0	1	0.26%	Maintained
1488	VFA Voya Financial Advisors Windsor, Connecticut	$282K	+$72.8K	1	0.03%	Increased
1489	TCM Tradewinds Capital Management Bellingham, Washington	$281K	+$2.95K	5	0.2%	Increased
1490	CIM CIM Investment Management Pittsburgh, Pennsylvania	$280K	-$963K	1	0.12%	Reduced
1491	FWM FFT Wealth Management Philadelphia, Pennsylvania	$280K	$0	1	0.11%	Maintained
1492	AB AT Bancorp Dubuque, Iowa	$278K	$0	1	0.04%	Maintained
1493	CL Croft-Leominster Baltimore, Maryland	$274K	$0	1	0.06%	Maintained
1494	HFS Haverford Financial Services Radnor, Pennsylvania	$273K	-$1.78K	1	0.12%	Reduced
1495	WI Wedgewood Investors Erie, Pennsylvania	$272K	$0	1	0.26%	Maintained
1496	Heritage Wealth Advisors Richmond, Virginia	$271K	+$13.3K	1	0.18%	Increased
1497	OAM Origin Asset Management London, United Kingdom	$269K	$0	1	0.02%	Maintained
1498	WB Webster Bank Waterbury, Connecticut	$269K	+$9.03K	1	0.04%	Increased
1499	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$266K	-$32.9K	7	0.16%	Reduced
1500	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$266K	-$9.5M	1	0.04%	Reduced