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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	FFC First Financial Corp Terre Haute, Indiana	$212K	$0	3	0.11%	Maintained
1552	CC Caxton Corporation Princeton, New Jersey	$211K	+$197K	1	0.29%	New
1553	EA Elm Advisors Burlingame, California	$211K	-$9.02K	1	0.2%	Reduced
1554	KT Kanaly Trust Houston, Texas	$209K	+$3.47K	7	0.04%	Increased
1555	SBL Sargent Bickham Lagudis Boulder, Colorado	$208K	+$188K	4	0.03%	New
1556	WCM Wesley Capital Management New York	$205K	+$172K	1	0.22%	New
1557	GAM Gould Asset Management Claremont, California	$203K	-$16.3K	1	0.11%	Reduced
1558	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$203K	-$52.4K	4	0.04%	Reduced
1559	PIM Penobscot Investment Management Boston, Massachusetts	$203K	+$189K	1	0.08%	New
1560	DCM DAFNA Capital Management Los Angeles, California	$201K	$0	1	0.17%	Maintained
1561	SNT Security National Trust Wheeling, West Virginia	$195K	-$4.59K	2	0.07%	Reduced
1562	VCM Versant Capital Management Phoenix, Arizona	$195K	-$33.6K	6	0.12%	Reduced
1563	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$194K	+$123K	8	0.2%	Increased
1564	IP Isthmus Partners Madison, Wisconsin	$193K	$0	1	0.06%	Maintained
1565	FAM Fortaleza Asset Management Chicago, Illinois	$187K	-$1.6M	2	0.12%	Reduced
1566	MFW Mosaic Family Wealth St. Louis, Missouri	$187K	-$11.7K	5	0.09%	Reduced
1567	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$185K	+$165K	6	0.07%	New
1568	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$183K	+$141K	1	0.08%	New
1569	CFA Carroll Financial Associates Charlotte, North Carolina	$182K	+$17K	11	0.03%	Increased
1570	EMG ETF Managers Group Summit, New Jersey	$182K	+$160K	6	0.13%	New
1571	PIA Phoenix Investment Adviser New York	$180K	$0	1	0.02%	Maintained
1572	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$176K	+$88.8K	4	0.02%	Increased
1573	PCM Palouse Capital Management Spokane, Washington	$175K	-$7.96M	1	0.07%	Reduced
1574	FIB First Interstate Bank Billings, Montana	$173K	-$91.9K	6	0.04%	Reduced
1575	BAM Brave Asset Management Summit, New Jersey	$169K	$0	2	0.12%	Maintained