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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	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$210K	$0	1	0.07%	Maintained
1527	DA Dillon & Associates Jackson, Michigan	$209K	-$528K	1	0.1%	Reduced
1528	Penserra Capital Management Orinda, California	$209K	+$208K	9	0.02%	New
1529	BO Bach Option Wanchai, Hong Kong	$206K	+$214K	1	0.2%	New
1530	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$206K	+$208K	1	0.16%	New
1531	SMG Spectrum Management Group Indianapolis, Indiana	$206K	+$54K	1	0.08%	Increased
1532	AMF Tjänstepension Stockholm, Sweden	$205K	-$2.02M	1	0%	Reduced
1533	SWM Segment Wealth Management Houston, Texas	$205K	$0	1	0.08%	Maintained
1534	SignatureFD Atlanta, Georgia	$202K	+$51.5K	9	0.04%	Increased
1535	GAM Gould Asset Management Claremont, California	$200K	-$27.3K	1	0.11%	Reduced
1536	SL Summitry LLC Foster City, California	$200K	+$208K	1	0.02%	New
1537	PIA Phoenix Investment Adviser New York	$194K	$0	1	0.17%	Maintained
1538	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$191K	-$2.74K	4	0.02%	Reduced
1539	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$187K	$0	2	0.03%	Maintained
1540	FFC First Financial Corp Terre Haute, Indiana	$186K	+$22.5K	3	0.1%	Increased
1541	IP Isthmus Partners Madison, Wisconsin	$184K	$0	1	0.06%	Maintained
1542	DCM DAFNA Capital Management Los Angeles, California	$181K	-$17K	1	0.16%	Reduced
1543	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$180K	+$181K	3	0.16%	New
1544	CB Community Bank Dewitt, New York	$180K	+$95.5K	3	0.04%	Increased
1545	CCS Crosspoint Capital Strategies Orinda, California	$178K	+$143K	3	0.05%	New
1546	KT Kanaly Trust Houston, Texas	$178K	-$13.6K	7	0.04%	Reduced
1547	SNT Security National Trust Wheeling, West Virginia	$177K	-$2K	2	0.07%	Reduced
1548	IPC Independent Portfolio Consultants Boca Raton, Florida	$174K	+$11.6K	3	0.05%	Increased
1549	JIC Joel Isaacson & Co New York	$170K	-$17.6K	3	0.04%	Reduced
1550	MFW Mosaic Family Wealth St. Louis, Missouri	$167K	+$174K	5	0.07%	New