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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
1551	MBT Monroe Bank & Trust Monroe, Michigan	$23K	$0	2	0.01%	Maintained
1552	PFG Piershale Financial Group Barrington, Illinois	$23K	$0	2	0.02%	Maintained
1553	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$21K	+$1.6K	4	0.02%	Increased
1554	TIM Tortoise Investment Management White Plains, New York	$21K	$0	1	0.01%	Maintained
1555	WA WealthTrust-Arizona Scottsdale, Arizona	$18K	-$9.38K	2	0.02%	Reduced
1556	Avior Wealth Management Omaha, Nebraska	$17K	$0	2	0.01%	Maintained
1557	SignatureFD Atlanta, Georgia	$15K	-$22.1K	3	0.01%	Reduced
1558	FAM Formidable Asset Management Cincinnati, Ohio	$14K	+$7.27K	2	0.01%	Increased
1559	GGHC Gilder Gagnon Howe & Co New York	$14K	-$3.1M	1	0%	Reduced
1560	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$14K	+$3.42K	2	0.01%	Increased
1561	FA Financial Advantage Columbia, Maryland	$13K	$0	1	0.01%	Maintained
1562	CHC City Holding Co Charleston, West Virginia	$12K	+$3.59K	1	0.01%	Increased
1563	SJIM St. Johns Investment Management Jacksonville, Florida	$12K	+$11.1K	1	0.01%	New
1564	CFSG Community Financial Services Group Newport, Vermont	$11K	+$3.83K	1	0.01%	Increased
1565	DOA D'Orazio & Associates Falls Church, Virginia	$10K	$0	1	0.01%	Maintained
1566	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$10K	+$978	3	0%	Increased
1567	VIA Vantage Investment Advisors State College, Pennsylvania	$10K	+$74	1	0.01%	Increased
1568	MTIP Magee Thomson Investment Partners San Diego, California	$9K	-$193K	1	0%	Reduced
1569	TFO Tarbox Family Office Newport Beach, California	$9K	$0	4	0.01%	Maintained
1570	PIA Philadelphia International Advisors Philadelphia, Pennsylvania	$8K	-$179K	1	0%	Reduced
1571	WC Whitnell & Co Oak Brook, Illinois	$8K	+$1.85K	2	0%	Increased
1572	RWM Raffa Wealth Management Washington, District of Columbia	$7.54K	$0	2	0.01%	Maintained
1573	ATC Adirondack Trust Company Saratoga Springs, New York	$7K	+$2.52K	2	0.01%	Increased
1574	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$6K	-$83K	1	0%	Reduced
1575	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$4K	$0	1	0%	Maintained