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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	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$356K	-$3.47K	3	0.17%	Reduced
1502	Banque Pictet & Cie Geneva 73, Switzerland	$352K	$0	1	0.01%	Maintained
1503	GIM Greylin Investment Management Orange, Virginia	$351K	-$3.58K	1	0.08%	Reduced
1504	IH IFC Holdings Tampa, Florida	$349K	+$349	1	0.03%	Increased
1505	NERM New England Research & Management Chicago, Illinois	$348K	+$360K	1	0.27%	New
1506	CAM CGOV Asset Management Toronto, Ontario, Canada	$347K	+$78.3K	1	0.01%	Increased
1507	M MOTCO San Antonio, Texas	$345K	-$44.3K	2	0.04%	Reduced
1508	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$339K	+$321K	1	0.14%	New
1509	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$339K	$0	1	0.23%	Maintained
1510	Diversified Trust Memphis, Tennessee	$338K	-$1.15M	1	0.03%	Reduced
1511	Tiedemann Advisors New York	$332K	+$325K	1	0.03%	New
1512	WA Wheatland Advisors Lancaster, Pennsylvania	$331K	-$6.56K	1	0.29%	Reduced
1513	BI Bulldog Investors Saddle Brook, New Jersey	$330K	+$385K	1	0.08%	New
1514	HBK Sorce Advisory Erie, Pennsylvania	$330K	-$48.7K	1	0.06%	Reduced
1515	RHBC R.H. Bluestein & Co Birmingham, Michigan	$330K	$0	1	0.02%	Maintained
1516	HCM Highlander Capital Management Short Hills, New Jersey	$328K	+$21.4K	1	0.28%	Increased
1517	SignatureFD Atlanta, Georgia	$328K	-$407K	1	0.06%	Reduced
1518	AB Atlas Brown Louisville, Kentucky	$327K	$0	1	0.13%	Maintained
1519	CIA Cascade Investment Advisors Oregon City, Oregon	$326K	+$310K	2	0.28%	New
1520	CAM Cubic Asset Management Boston, Massachusetts	$322K	$0	1	0.1%	Maintained
1521	KSA Ken Stern & Associates San Diego, California	$321K	+$314K	1	0.17%	New
1522	WPC Waters Parkerson & Co New Orleans, Louisiana	$320K	-$122K	1	0.03%	Reduced
1523	WPA West Paces Advisors Atlanta, Georgia	$316K	+$311K	7	0.29%	New
1524	DBT Dubuque Bank & Trust Dubuque, Iowa	$314K	+$14.3K	3	0.06%	Increased
1525	WI Wedgewood Investors Erie, Pennsylvania	$312K	+$6.56K	1	0.29%	Increased