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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	CAAS Capital Asset Advisory Services Williamston, Michigan	$414K	$0	1	0.35%	Maintained
1477	VCAM Van Cleef Asset Management Beachwood, Ohio	$413K	-$19.7K	1	0.13%	Reduced
1478	NB Nicolet Bankshares Green Bay, Wisconsin	$409K	-$41.3K	1	0.22%	Reduced
1479	SFM Signature Financial Management Norfolk, Virginia	$407K	+$377K	1	0.15%	New
1480	FM Foster & Motley Cincinnati, Ohio	$403K	+$417K	1	0.08%	New
1481	SCI S&CO Inc Boston, Massachusetts	$403K	$0	1	0.06%	Maintained
1482	RIG Renaissance Investment Group Lenox, Massachusetts	$400K	$0	1	0.19%	Maintained
1483	FTC Farmers Trust Company Youngstown, Ohio	$394K	$0	1	0.14%	Maintained
1484	Hills Bank & Trust North Liberty, Iowa	$394K	-$102K	1	0.14%	Reduced
1485	WBG Wharton Business Group Malvern, Pennsylvania	$393K	-$32.1K	1	0.05%	Reduced
1486	CIS Connors Investor Services Wyomissing, Pennsylvania	$392K	-$7.17K	1	0.07%	Reduced
1487	Global Retirement Partners San Rafael, California	$391K	+$384K	6	0.26%	New
1488	RSS Rosenblum Silverman Sutton San Francisco, California	$386K	+$4.67K	1	0.18%	Increased
1489	MIM Midwest Investment Management Cleveland, Ohio	$385K	-$8.55K	1	0.33%	Reduced
1490	Koshinski Asset Management Decatur, Illinois	$383K	+$374K	1	0.19%	New
1491	CM Crestline Management Fort Worth, Texas	$380K	-$677K	1	0.09%	Reduced
1492	PP PagnatoKarp Partners Reston, Virginia	$380K	+$372K	1	0.11%	New
1493	PHK Point72 Hong Kong Hong Kong	$379K	-$967K	5	0.38%	Reduced
1494	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$376K	$0	1	0.02%	Maintained
1495	WCF West Coast Financial Santa Barbara, California	$373K	-$9.57K	1	0.12%	Reduced
1496	MRCM M&R Capital Management Summit, New Jersey	$372K	$0	3	0.1%	Maintained
1497	Avalon Investment & Advisory Houston, Texas	$369K	$0	1	0.01%	Maintained
1498	BCM BTR Capital Management Oakland, California	$368K	$0	1	0.08%	Maintained
1499	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$366K	-$10K	5	0.08%	Reduced
1500	IAM Integre Asset Management New York	$357K	-$87.3K	1	0.12%	Reduced