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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	HM Payson & Co Portland, Maine	$237K	-$52.2K	1	0.01%	Reduced
1527	SFSIG San Francisco Sentry Investment Group San Francisco, California	$237K	$0	1	0.14%	Maintained
1528	CT Cambridge Trust Cambridge, Massachusetts	$233K	-$318K	1	0.02%	Reduced
1529	MIP Marietta Investment Partners Milwaukee, Wisconsin	$232K	+$238K	1	0.08%	New
1530	PIM Penobscot Investment Management Boston, Massachusetts	$232K	$0	1	0.08%	Maintained
1531	BP BBR Partners New York	$230K	$0	1	0.04%	Maintained
1532	KT Kanaly Trust Houston, Texas	$230K	+$28.8K	6	0.05%	Increased
1533	CI Chartist Inc Seal Beach, California	$230K	-$1.85K	1	0.12%	Reduced
1534	SWM Segment Wealth Management Houston, Texas	$229K	$0	1	0.09%	Maintained
1535	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$226K	-$498K	1	0.3%	Reduced
1536	AWA ARS Wealth Advisors St. Petersburg, Florida	$222K	-$22.5K	1	0.09%	Reduced
1537	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$219K	-$43.3K	2	0.04%	Reduced
1538	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$217K	+$129	2	0.2%	Increased
1539	BAC Boys Arnold & Co Asheville, North Carolina	$217K	+$214K	1	0.04%	New
1540	Grimes & Company Westborough, Massachusetts	$217K	-$19.4K	1	0.03%	Reduced
1541	1CM 1492 Capital Management Milwaukee, Wisconsin	$215K	-$5.48K	1	0.18%	Reduced
1542	BO Bach Option Wanchai, Hong Kong	$215K	+$23.4K	1	0.1%	Increased
1543	CIC Cutler Investment Counsel Jacksonville, Oregon	$215K	$0	1	0.06%	Maintained
1544	KA Kovack Advisors Ft. Lauderdale, Florida	$215K	-$28.5K	1	0.1%	Reduced
1545	WCM Wallace Capital Management Dallas, Texas	$215K	-$3.47K	1	0.04%	Reduced
1546	JIC Joel Isaacson & Co New York	$213K	$0	3	0.04%	Maintained
1547	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$213K	-$24.7K	3	0.11%	Reduced
1548	TFA Toth Financial Advisory Leesburg, Virginia	$213K	+$2K	1	0.06%	Increased
1549	GAM Gould Asset Management Claremont, California	$212K	+$207K	1	0.11%	New
1550	FAM Fortaleza Asset Management Chicago, Illinois	$212K	+$86.8K	3	0.3%	Increased