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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	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$415K	$0	2	0.05%	Maintained
1677	FTC Farmers Trust Company Youngstown, Ohio	$414K	-$1.64K	1	0.13%	Reduced
1678	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$414K	+$269K	7	0.31%	Increased
1679	GCA Gideon Capital Advisors New York	$406K	-$542K	2	0.25%	Reduced
1680	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$405K	-$8.29K	1	0.19%	Reduced
1681	AB AT Bancorp Dubuque, Iowa	$403K	$0	1	0.04%	Maintained
1682	CFA Carroll Financial Associates Charlotte, North Carolina	$403K	+$16.8K	10	0.04%	Increased
1683	FDS First Dallas Securities Dallas, Texas	$403K	+$13.4K	1	0.26%	Increased
1684	HRT Financial New York	$403K	+$108K	1	0.19%	Increased
1685	CT CPF Texas Plano, Texas	$397K	$0	2	0.2%	Maintained
1686	Forvis Mazars Wealth Advisors Springfield, Missouri	$396K	-$21K	1	0.04%	Reduced
1687	Prime Capital Investment Advisors Overland Park, Kansas	$395K	+$16K	4	0.28%	Increased
1688	RVM Robinson Value Management San Antonio, Texas	$395K	$0	1	0.36%	Maintained
1689	UFF USA Financial Formulas Ada, Michigan	$395K	-$5M	2	0.1%	Reduced
1690	WA Wheatland Advisors Lancaster, Pennsylvania	$395K	$0	1	0.33%	Maintained
1691	JIP Jaffetilchin Investment Partners Tampa, Florida	$392K	-$140K	1	0.09%	Reduced
1692	KLWA Kelly Lawrence W & Associates Pasadens, California	$392K	$0	2	0.07%	Maintained
1693	DBT Dubuque Bank & Trust Dubuque, Iowa	$390K	+$28.4K	8	0.06%	Increased
1694	JC JBF Capital Aspen, Colorado	$390K	+$406K	1	0.06%	New
1695	ES Equitec Specialists Chicago, Illinois	$386K	+$812K	1	0.07%	New
1696	MA MANA Advisors New York	$385K	-$45.3K	2	0.56%	Reduced
1697	CAPTRUST Financial Advisors Raleigh, North Carolina	$383K	+$180K	7	0.02%	Increased
1698	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$383K	+$56.9K	14	0.26%	Increased
1699	FAM Flaharty Asset Management Clearwater, Florida	$383K	+$91.6K	1	0.16%	Increased
1700	POIA Pin Oak Investment Advisors Houston, Texas	$377K	$0	3	0.31%	Maintained