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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	Lido Advisors Los Angeles, California	$395K	+$28.9K	1	0.08%	Increased
1552	RIG Renaissance Investment Group Lenox, Massachusetts	$394K	-$35.5K	1	0.17%	Reduced
1553	NSIM North Star Investment Management Chicago, Illinois	$392K	+$164K	7	0.05%	Increased
1554	RHBC R.H. Bluestein & Co Birmingham, Michigan	$392K	$0	1	0.02%	Maintained
1555	CCB Cutter & Co Brokerage Ballwin, Missouri	$390K	$0	1	0.15%	Maintained
1556	Prospera Financial Services Dallas, Texas	$389K	-$1.97M	1	0.06%	Reduced
1557	AB AT Bancorp Dubuque, Iowa	$388K	+$59.9K	2	0.05%	Increased
1558	GWA Guidant Wealth Advisors Palatine, Illinois	$388K	+$146K	1	0.2%	Increased
1559	MRCM M&R Capital Management Summit, New Jersey	$386K	-$7.62K	3	0.1%	Reduced
1560	WA Wheatland Advisors Lancaster, Pennsylvania	$385K	$0	1	0.35%	Maintained
1561	NB Nicolet Bankshares Green Bay, Wisconsin	$383K	-$18.7K	1	0.18%	Reduced
1562	Dynamic Advisor Solutions Phoenix, Arizona	$381K	-$3.28K	1	0.15%	Reduced
1563	MCC Malaga Cove Capital Pv Estates, California	$380K	-$2.25M	1	0.23%	Reduced
1564	Hills Bank & Trust North Liberty, Iowa	$377K	-$24.8K	1	0.12%	Reduced
1565	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$372K	+$364K	1	0.03%	New
1566	ZB Zions Bancorporation Salt Lake City, Utah	$371K	-$18.5K	7	0.06%	Reduced
1567	KSA Ken Stern & Associates San Diego, California	$370K	$0	1	0.17%	Maintained
1568	MLM Mount Lucas Management Newtown, Pennsylvania	$369K	+$162K	1	0.07%	Increased
1569	RCA Rowland Carmichael Advisors Scottsdale, Arizona	$368K	$0	1	0.21%	Maintained
1570	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$361K	+$53.7K	1	0.07%	Increased
1571	Soros Fund Management New York	$361K	-$646K	1	0.01%	Reduced
1572	WIM Westside Investment Management Santa Monica, California	$361K	+$217	6	0.24%	Increased
1573	Forvis Mazars Wealth Advisors Springfield, Missouri	$357K	+$4.29K	1	0.04%	Increased
1574	AB Atlas Brown Louisville, Kentucky	$356K	$0	1	0.31%	Maintained
1575	WI Wedgewood Investors Erie, Pennsylvania	$356K	-$5.71K	1	0.31%	Reduced