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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	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$165K	-$456K	4	0.06%	Reduced
1502	PCM Perkins Capital Management Wayzata, Minnesota	$162K	-$1.11K	1	0.18%	Reduced
1503	Baker Avenue Asset Management San Francisco, California	$159K	-$135K	1	0.03%	Reduced
1504	PVH Psagot Value Holdings Tel Aviv, Israel	$156K	$0	1	0.01%	Maintained
1505	TFA Toth Financial Advisory Leesburg, Virginia	$154K	-$44.8K	1	0.06%	Reduced
1506	IPC Independent Portfolio Consultants Boca Raton, Florida	$153K	-$26.2K	3	0.03%	Reduced
1507	FFC First Financial Corp Terre Haute, Indiana	$150K	-$45.7K	3	0.08%	Reduced
1508	MIC MU Investments Company Tokyo, Japan	$149K	$0	2	0.08%	Maintained
1509	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$147K	+$709	4	0.03%	Increased
1510	BAM Brave Asset Management Summit, New Jersey	$146K	$0	2	0.11%	Maintained
1511	EC EJF Capital Arlington, Virginia	$144K	-$120K	1	0.01%	Reduced
1512	SMG Spectrum Management Group Indianapolis, Indiana	$143K	+$157K	1	0.07%	New
1513	ECM Empire Capital Management Westport, Connecticut	$142K	-$648K	1	0.1%	Reduced
1514	SC SRB Corp Boston, Massachusetts	$142K	+$45.6K	1	0.02%	Increased
1515	SignatureFD Atlanta, Georgia	$141K	+$26K	9	0.03%	Increased
1516	Moneta Group Investment Advisors St Louis, Missouri	$135K	-$207K	2	0.04%	Reduced
1517	Eventide Asset Management Boston, Massachusetts	$133K	+$144K	2	0.01%	New
1518	Krilogy Financial St. Louis, Missouri	$133K	+$154K	2	0.06%	New
1519	CFA Carroll Financial Associates Charlotte, North Carolina	$132K	+$19.9K	8	0.03%	Increased
1520	BCA Bray Capital Advisors Naples, Florida	$128K	-$58.8K	3	0.08%	Reduced
1521	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$126K	$0	1	0.02%	Maintained
1522	HPBT High Point Bank & Trust High Point, North Carolina	$124K	+$17.7K	2	0.04%	Increased
1523	AP Atwood & Palmer Kansas City, Missouri	$121K	$0	3	0.02%	Maintained
1524	WIC Woodmont Investment Counsel Nashville, Tennessee	$121K	$0	3	0.04%	Maintained
1525	AIM Aurora Investment Management Chicago, Illinois	$118K	$0	1	1.27%	Maintained