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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	CPA Capital Planning Advisors Roseville, California	$525K	+$529K	1	0.23%	New
1502	Global Retirement Partners San Rafael, California	$522K	+$60.8K	8	0.25%	Increased
1503	MIM Manitou Investment Management Toronto, Ontario, Canada	$516K	+$63.7K	1	0.15%	Increased
1504	CAM Concorde Asset Management Ann Arbor, Michigan	$514K	-$244K	1	0.69%	Reduced
1505	RIL Rothschild Investment LLC Chicago, Illinois	$513K	+$214K	2	0.06%	Increased
1506	Giverny Capital Montreal, Quebec, Canada	$507K	-$5.96K	1	0.08%	Reduced
1507	AIM Acrospire Investment Management Chicago, Illinois	$500K	+$245K	10	0.47%	Increased
1508	CC Courier Capital Buffalo, New York	$498K	-$5.83K	2	0.09%	Reduced
1509	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$498K	+$3.43K	1	0.32%	Increased
1510	Citizens Financial Group Providence, Rhode Island	$496K	-$65.2K	4	0.04%	Reduced
1511	Old Mission Capital Chicago, Illinois	$493K	+$279K	2	0.06%	Increased
1512	HCM Hall Capital Management Barrington, Rhode Island	$489K	+$496K	1	0.46%	New
1513	PP PagnatoKarp Partners Reston, Virginia	$485K	-$1.83K	1	0.15%	Reduced
1514	RB Rodgers Brothers Harmony, Pennsylvania	$481K	+$102K	1	0.18%	Increased
1515	WA Winfield Associates Cleveland, Ohio	$477K	-$23.8K	7	0.26%	Reduced
1516	FM Family Management New York	$475K	+$207K	1	0.33%	Increased
1517	YWP YorkBridge Wealth Partners New York	$470K	+$41.5K	11	0.25%	Increased
1518	SCI S&CO Inc Boston, Massachusetts	$467K	$0	1	0.06%	Maintained
1519	SFSIG San Francisco Sentry Investment Group San Francisco, California	$458K	+$192K	5	0.16%	Increased
1520	VCAM Van Cleef Asset Management Beachwood, Ohio	$455K	$0	1	0.13%	Maintained
1521	TF Tompkins Financial Ithaca, New York	$453K	+$15.2K	2	0.11%	Increased
1522	Annex Advisory Services Brookfield, Wisconsin	$452K	+$29K	1	0.1%	Increased
1523	MAM Mark Asset Management New York	$452K	+$458K	1	0.1%	New
1524	TDC Thompson Davis & Co Richmond, Virginia	$451K	+$147K	11	0.72%	Increased
1525	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$450K	+$214K	2	0.42%	Increased