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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
1701	PB Pinnacle Bancorp Beatrice, Nebraska	$128K	+$124K	3	0.09%	New
1702	CB Community Bank Dewitt, New York	$124K	-$9.99K	4	0.03%	Reduced
1703	MCM Matarin Capital Management New York	$121K	+$119K	1	0.01%	New
1704	SBA Seven Bridges Advisors New York	$119K	+$114K	1	0.11%	New
1705	BAM Barrett Asset Management New York	$117K	-$31K	1	0.01%	Reduced
1706	GWS Glassman Wealth Services Vienna, Virginia	$113K	+$211	5	0.08%	Increased
1707	MCM MV Capital Management Bethesda, Maryland	$113K	+$13.4K	4	0.04%	Increased
1708	SNT Security National Trust Wheeling, West Virginia	$108K	$0	1	0.04%	Maintained
1709	AP Advisors Preferred Rockville, Maryland	$106K	-$54.2K	1	0.06%	Reduced
1710	FBT First Bank & Trust Brookings, South Dakota	$106K	+$14.1K	1	0.09%	Increased
1711	VCM Vigilant Capital Management Portland, Maine	$94K	$0	1	0.02%	Maintained
1712	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$92.3K	$0	1	0.11%	Maintained
1713	LWM Lenox Wealth Management Cincinnati, Ohio	$89K	-$27K	2	0.06%	Reduced
1714	Nikko Asset Management Americas New York	$88K	-$2.26M	1	0.01%	Reduced
1715	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$86K	-$10.7K	2	0.06%	Reduced
1716	TCI Wealth Advisors Tucson, Arizona	$85K	-$19.5K	8	0.04%	Reduced
1717	VIM Veritas Investment Management London, United Kingdom	$85K	$0	1	0.01%	Maintained
1718	FFC First Financial Corp Terre Haute, Indiana	$84K	+$8.45K	4	0.05%	Increased
1719	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$80K	$0	1	0.04%	Maintained
1720	BWA Burt Wealth Advisors North Bethesda, Maryland	$79K	$0	2	0.06%	Maintained
1721	HT Heritage Trust Oklahoma City, Oklahoma	$75K	+$72.5K	2	0.03%	New
1722	Steward Partners Investment Advisory New York	$75K	+$28.4K	4	0.01%	Increased
1723	EP Edinburgh Partners Edinburgh, United Kingdom	$74K	$0	1	0.02%	Maintained
1724	FWM Focused Wealth Management Newburgh, New York	$74K	-$39.2K	4	0.03%	Reduced
1725	AC Alexandria Capital Arlington, Virginia	$70K	-$42.5K	3	0.02%	Reduced