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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
1676	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$88K	$0	2	0.06%	Maintained
1677	WRBC W.R. Berkley Corp Greenwich, Connecticut	$88K	+$82.1K	1	0.01%	New
1678	ANBT American National Bank & Trust Wichita Falls, Texas	$86K	-$39.6K	1	0.03%	Reduced
1679	FBT First Bank & Trust Brookings, South Dakota	$86K	+$82.1K	1	0.08%	New
1680	VCM Vigilant Capital Management Portland, Maine	$85K	$0	1	0.02%	Maintained
1681	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$84.6K	+$81.7K	1	0.09%	New
1682	MBT Montecito Bank & Trust Santa Barbara, California	$84K	+$82.1K	1	0.03%	New
1683	PCP Proficio Capital Partners Newton, Massachusetts	$84K	+$5.6K	8	0.04%	Increased
1684	KI Koch Industries Wichita, Kansas	$82K	+$87.1K	1	0.19%	New
1685	WB Webster Bank Waterbury, Connecticut	$77K	+$75.4K	2	0.01%	New
1686	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$76K	-$139K	4	0.01%	Reduced
1687	VIM Veritas Investment Management London, United Kingdom	$76K	+$74.1K	1	0.01%	New
1688	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$75K	$0	1	0.03%	Maintained
1689	BWA Burt Wealth Advisors North Bethesda, Maryland	$71K	$0	2	0.06%	Maintained
1690	NSIM North Star Investment Management Chicago, Illinois	$69K	-$37.5K	3	0.01%	Reduced
1691	FFC First Financial Corp Terre Haute, Indiana	$68K	-$53.9K	3	0.04%	Reduced
1692	EP Edinburgh Partners Edinburgh, United Kingdom	$67K	$0	1	0.01%	Maintained
1693	Krilogy Financial St. Louis, Missouri	$66K	+$14.2K	3	0.02%	Increased
1694	QAM QCI Asset Management Pittsford, New York	$64K	$0	2	0.01%	Maintained
1695	PVH Psagot Value Holdings Tel Aviv, Israel	$63K	-$61K	1	0%	Reduced
1696	LWM LBA Wealth Management Jacksonville, Florida	$62K	+$5.56K	2	0.03%	Increased
1697	MFW Mosaic Family Wealth St. Louis, Missouri	$62K	-$10.6K	6	0.03%	Reduced
1698	AA AlphaMark Advisors Ft. Wright, Kentucky	$61K	$0	1	0.03%	Maintained
1699	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$60.4K	+$59K	1	0.06%	New
1700	MMG Monetary Management Group St Louis, Missouri	$60K	+$13.9K	2	0.03%	Increased