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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
1626	Avantax Planning Partners Dubuque, Iowa	$515K	+$317K	14	0.04%	Increased
1627	WAS Winch Advisory Services Appleton, Wisconsin	$512K	+$194K	2	0.3%	Increased
1628	AIA Allegis Investment Advisors Idaho Falls, Idaho	$511K	+$44.2K	1	0.16%	Increased
1629	Crawford Investment Counsel Atlanta, Georgia	$508K	$0	1	0.02%	Maintained
1630	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$507K	$0	1	0.08%	Maintained
1631	Giverny Capital Montreal, Quebec, Canada	$505K	$0	1	0.07%	Maintained
1632	BFC Blue Fin Capital Warren, Rhode Island	$500K	+$44.6K	1	0.28%	Increased
1633	CWM Chesapeake Wealth Management Williamsburg, Virginia	$499K	+$492K	1	0.23%	New
1634	ICA Infrastructure Capital Advisors New York	$498K	-$57.6K	2	0.05%	Reduced
1635	C Cerebellum San Francisco, California	$496K	+$19.6K	3	0.64%	Increased
1636	Clark Capital Management Group Philadelphia, Pennsylvania	$492K	+$532K	1	0.02%	New
1637	WPP Whalerock Point Partners Providence, Rhode Island	$492K	$0	1	0.16%	Maintained
1638	CC Courier Capital Buffalo, New York	$489K	-$13.9K	2	0.06%	Reduced
1639	WPW Winthrop Partners - WNY Buffalo, New York	$489K	+$226K	3	0.38%	Increased
1640	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$485K	+$150K	7	0.09%	Increased
1641	GC Grace Capital Quincy, Massachusetts	$481K	+$17.6K	1	0.26%	Increased
1642	SCI S&CO Inc Boston, Massachusetts	$479K	$0	1	0.06%	Maintained
1643	VCAM Van Cleef Asset Management Beachwood, Ohio	$479K	+$12.3K	1	0.12%	Increased
1644	Wilmington Savings Fund Society Wilmington, Delaware	$479K	+$285K	1	0.03%	Increased
1645	YWP YorkBridge Wealth Partners New York	$479K	+$65.2K	11	0.22%	Increased
1646	MCM Manchester Capital Management Manchester, Vermont	$477K	+$24.6K	3	0.07%	Increased
1647	OA Oak Associates Akron, Ohio	$477K	-$7.53M	1	0.03%	Reduced
1648	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$475K	+$12.7K	3	0.43%	Increased
1649	AWM Altium Wealth Management Purchase, New York	$472K	-$7.96K	1	0.19%	Reduced
1650	CAN Claraphi Advisory Network Aliso Viejo, United States	$472K	+$484K	2	0.33%	New