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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
1526	SNT Security National Trust Wheeling, West Virginia	$223K	+$128K	2	0.08%	Increased
1527	AWW Alan W. Weber	$221K	-$6.72M	1	0.19%	Reduced
1528	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$221K	$0	2	0.06%	Maintained
1529	Buckingham Strategic Wealth Clayton, Missouri	$221K	+$228K	1	0.08%	New
1530	CCT Chemung Canal Trust Elmira, New York	$221K	-$7.89K	1	0.05%	Reduced
1531	LPT Legacy Private Trust Neenah, Wisconsin	$221K	-$1.97K	1	0.03%	Reduced
1532	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$218K	$0	1	0.17%	Maintained
1533	MassMutual Private Wealth & Trust Windsor, Connecticut	$218K	+$143K	4	0.04%	Increased
1534	IT Independence Trust Franklin, Tennessee	$217K	$0	1	0.14%	Maintained
1535	DCM Delta Capital Management Red Bank, New Jersey	$215K	-$2.06K	1	0.14%	Reduced
1536	CCB Cutter & Co Brokerage Ballwin, Missouri	$212K	-$8.84K	1	0.09%	Reduced
1537	CS Credential Securities Vancouver,	$212K	-$4.55K	2	0.14%	Reduced
1538	KAM Kazazian Asset Management Fort Lauderdale, Florida	$211K	-$3.26K	1	0.28%	Reduced
1539	CI CAZ Investments Houston, Texas	$210K	$0	1	0.15%	Maintained
1540	Wilmington Savings Fund Society Wilmington, Delaware	$208K	+$9.27K	1	0.01%	Increased
1541	IP Isthmus Partners Madison, Wisconsin	$207K	$0	1	0.07%	Maintained
1542	Covington Capital Management Los Angeles, California	$206K	+$203K	1	0.02%	New
1543	JIC Joel Isaacson & Co New York	$206K	+$5.1K	4	0.05%	Increased
1544	BA Bard Associates Chicago, Illinois	$205K	-$26.1K	1	0.1%	Reduced
1545	CM Capital Management Glen Allen, Virginia	$204K	$0	1	0.07%	Maintained
1546	Fayez Sarofim & Co Houston, Texas	$204K	$0	1	0%	Maintained
1547	KP Keel Point Huntsville, Alabama	$204K	+$204K	1	0.1%	New
1548	TFCP Twin Focus Capital Partners Boston, Massachusetts	$203K	+$2.04K	1	0.16%	Increased
1549	CCA Checchi Capital Advisers Beverly Hills, California	$202K	+$200K	1	0.06%	New
1550	KL KWMG LLC Overland Park, Kansas	$202K	-$5.17K	1	0.16%	Reduced