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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
1501	TC Telemus Capital Southfield, Michigan	$250K	$0	1	0.06%	Maintained
1502	ACP Aviance Capital Partners Naples, Florida	$249K	-$75.8K	1	0.09%	Reduced
1503	SPC Stewart & Patten Company Lafayette, California	$249K	-$21.4K	1	0.05%	Reduced
1504	EA Elm Advisors Burlingame, California	$248K	$0	1	0.23%	Maintained
1505	TF Tompkins Financial Ithaca, New York	$246K	+$31.4K	3	0.06%	Increased
1506	Seizert Capital Partners Birmingham, Michigan	$245K	-$9.65K	1	0.01%	Reduced
1507	SCP Syntal Capital Partners Midland, Texas	$245K	+$29.3K	2	0.3%	Increased
1508	North Star Asset Management Neenah, Wisconsin	$244K	$0	1	0.03%	Maintained
1509	SFSIG San Francisco Sentry Investment Group San Francisco, California	$241K	$0	1	0.14%	Maintained
1510	FFC First Financial Corp Terre Haute, Indiana	$240K	-$342	3	0.12%	Reduced
1511	NL NWAM LLC Mercer Island, Washington	$240K	+$18.6K	1	0.1%	Increased
1512	Heritage Wealth Advisors Richmond, Virginia	$239K	$0	1	0.2%	Maintained
1513	Magnetar Financial Evanston, Illinois	$239K	+$248K	1	0%	New
1514	Grimes & Company Westborough, Massachusetts	$238K	-$429K	1	0.06%	Reduced
1515	Quadrature Capital London, United Kingdom	$238K	+$231K	1	0.35%	New
1516	PCM Price Capital Management Lafayette, Louisiana	$237K	+$247K	1	0.15%	New
1517	CCA Cobblestone Capital Advisors Rochester, New York	$232K	-$36.4K	1	0.04%	Reduced
1518	SWM Segment Wealth Management Houston, Texas	$232K	$0	1	0.08%	Maintained
1519	GLRA Gerald L. Ray & Associates Dallas, Texas	$231K	+$13.1K	1	0.03%	Increased
1520	PCM Perkins Capital Management Wayzata, Minnesota	$231K	-$380K	1	0.19%	Reduced
1521	CI Capital Innovations Pewaukee, Wisconsin	$230K	+$232K	1	0.2%	New
1522	SI Sprott Inc Toronto, Ontario, Canada	$230K	+$232K	1	0.02%	New
1523	PM Parametrica Management Wanchai, Hong Kong	$228K	+$213K	1	7.35%	New
1524	PTA Pear Tree Advisors Lincoln, Massachusetts	$227K	$0	2	0.18%	Maintained
1525	MBT Montecito Bank & Trust Santa Barbara, California	$223K	+$10.3K	1	0.11%	Increased