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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	SC SRB Corp Boston, Massachusetts	$186K	-$8.6K	1	0.03%	Reduced
1677	CCM Cribstone Capital Management Augusta, Maine	$180K	+$4.97K	3	0.1%	Increased
1678	BTIS BB&T Investment Services Charlotte, North Carolina	$179K	+$56.4K	9	0.07%	Increased
1679	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$175K	+$54.7K	3	0.1%	Increased
1680	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$172K	-$36.2K	14	0.07%	Reduced
1681	ADL Asset Dedication LLC San Francisco, California	$165K	$0	1	0.09%	Maintained
1682	Arax Advisory Partners Denver, Colorado	$164K	+$50.8K	5	0.08%	Increased
1683	PCM Perkins Capital Management Wayzata, Minnesota	$163K	-$23.2K	1	0.17%	Reduced
1684	IP Isthmus Partners Madison, Wisconsin	$161K	$0	1	0.05%	Maintained
1685	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$160K	-$46.2K	2	0.08%	Reduced
1686	VCM Versant Capital Management Phoenix, Arizona	$159K	-$9.33K	8	0.09%	Reduced
1687	CP Camelot Portfolios Maumee, Ohio	$155K	+$168K	1	0.08%	New
1688	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$155K	+$70.8K	5	0.02%	Increased
1689	KM Kalos Management Alpharetta, Georgia	$151K	+$164K	1	0.11%	New
1690	AF Arrow Financial Glens Falls, New York	$146K	$0	2	0.04%	Maintained
1691	CHC City Holding Co Charleston, West Virginia	$140K	-$1.56K	3	0.05%	Reduced
1692	HA Heartland Advisors Milwaukee, Wisconsin	$138K	$0	1	0.01%	Maintained
1693	FPS Fieldpoint Private Securities Greenwich, Connecticut	$137K	+$132K	3	0.11%	New
1694	RFA Reilly Financial Advisors La Mesa, California	$137K	+$18.2K	6	0.02%	Increased
1695	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$136K	$0	1	0.04%	Maintained
1696	Homestead Advisers Arlington, Virginia	$135K	+$131K	1	0%	New
1697	AW Alpha Windward Westwood, Massachusetts	$132K	$0	4	0.09%	Maintained
1698	AIL AGF Investments LLC Toronto, Ontario, Canada	$130K	-$20.8K	6	0.03%	Reduced
1699	CPA Cowen Prime Advisors New York	$130K	+$50.2K	1	0.07%	Increased
1700	AFA Abacus FCF Advisors Orlando, Florida	$128K	+$123K	1	1.06%	New