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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
1601	BFO Boston Family Office Boston, Massachusetts	$217K	-$45.9K	1	0.03%	Reduced
1602	CT Clearstead Trust Portland, Maine	$217K	+$230K	2	0.19%	New
1603	Lido Advisors Los Angeles, California	$216K	+$211K	1	0.05%	New
1604	MLM Mount Lucas Management Newtown, Pennsylvania	$216K	+$203K	1	0.04%	New
1605	QAM Quantres Asset Management Cayman, Cayman Islands	$214K	-$318K	1	0.15%	Reduced
1606	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$214K	+$212K	1	0.04%	New
1607	SWM Segment Wealth Management Houston, Texas	$214K	$0	1	0.08%	Maintained
1608	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$211K	$0	1	0.04%	Maintained
1609	BW Biegel & Waller Columbia, Maryland	$209K	+$191K	1	0.15%	New
1610	SBL Sargent Bickham Lagudis Boulder, Colorado	$209K	-$53.8K	4	0.03%	Reduced
1611	BWFM Bridgewater Wealth & Financial Management Bethesda, Maryland	$207K	$0	1	0.08%	Maintained
1612	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$206K	-$20.1K	3	0.1%	Reduced
1613	CPA Clear Perspective Advisors Aurora, Illinois	$205K	+$197K	4	0.14%	New
1614	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$204K	-$4.33K	1	0.14%	Reduced
1615	ACM Americafirst Capital Management Roseville, California	$204K	-$612K	2	0.21%	Reduced
1616	CAM Covenant Asset Management Chester, New Jersey	$203K	+$194K	1	0.14%	New
1617	SIC Shoker Investment Counsel Oxford, Ohio	$202K	+$191K	1	0.17%	New
1618	SWA Sutton Wealth Advisors Tampa, Florida	$202K	-$10.7K	10	0.18%	Reduced
1619	AAM Aureus Asset Management Boston, Massachusetts	$201K	+$206K	1	0.04%	New
1620	CM Capital Management Glen Allen, Virginia	$201K	+$197K	1	0.07%	New
1621	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$200K	+$196K	1	0.02%	New
1622	JIC Joel Isaacson & Co New York	$198K	-$8.94K	2	0.04%	Reduced
1623	ACM AUA Capital Management Camp Hill, Pennsylvania	$193K	+$189K	1	0.18%	New
1624	CFA Carroll Financial Associates Charlotte, North Carolina	$193K	+$207	9	0.03%	Increased
1625	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$193K	+$27.9K	13	0.08%	Increased