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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
1651	EIA Edgemoor Investment Advisors Bethesda, Maryland	$263K	+$266K	1	0.04%	New
1652	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$263K	+$82.9K	15	0.11%	Increased
1653	Welch Group Birmingham, Alabama	$263K	+$258K	1	0.04%	New
1654	BWFM Bridgewater Wealth & Financial Management Bethesda, Maryland	$261K	+$251K	1	0.09%	New
1655	Dodge & Cox San Francisco, California	$259K	-$21.2K	1	0%	Reduced
1656	AIP Almanack Investment Partners Wayne, Pennsylvania	$258K	+$258K	2	0.14%	New
1657	ACM AUA Capital Management Camp Hill, Pennsylvania	$258K	+$206K	2	0.23%	Increased
1658	EGA E&G Advisors Houston, Texas	$258K	-$35K	1	0.12%	Reduced
1659	Grimes & Company Westborough, Massachusetts	$258K	$0	1	0.03%	Maintained
1660	WAS Winch Advisory Services Appleton, Wisconsin	$258K	-$141K	2	0.16%	Reduced
1661	CI Chartist Inc Seal Beach, California	$257K	-$1.7K	1	0.13%	Reduced
1662	SWM Segment Wealth Management Houston, Texas	$255K	$0	1	0.07%	Maintained
1663	NIM Northeast Investment Management Boston, Massachusetts	$253K	$0	1	0.02%	Maintained
1664	BP BBR Partners New York	$252K	$0	1	0.05%	Maintained
1665	BAC Boys Arnold & Co Asheville, North Carolina	$251K	-$6.71K	1	0.03%	Reduced
1666	MCM Murphy Capital Management Bedminster, New Jersey	$249K	$0	1	0.04%	Maintained
1667	AAM Aureus Asset Management Boston, Massachusetts	$247K	-$183K	1	0.04%	Reduced
1668	SPWA SteelBridge Private Wealth Advisors Naples, Florida	$247K	-$1.27K	1	0.35%	Reduced
1669	WIM Wittenberg Investment Management Carlisle, Massachusetts	$247K	-$207K	1	0.11%	Reduced
1670	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$246K	$0	1	0.03%	Maintained
1671	NAP New Amsterdam Partners New York	$245K	+$6.36K	1	0.05%	Increased
1672	CPA Clear Perspective Advisors Aurora, Illinois	$241K	+$11.1K	5	0.2%	Increased
1673	TCM Tradewinds Capital Management Bellingham, Washington	$241K	-$28.6K	5	0.13%	Reduced
1674	BOS Bingham Osborn & Scarborough San Francisco, California	$240K	$0	1	0.02%	Maintained
1675	CFA Carroll Financial Associates Charlotte, North Carolina	$239K	+$21K	10	0.03%	Increased