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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	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$219K	$0	1	0.12%	Maintained
1702	NA Nottingham Advisors Amherst, New York	$219K	$0	1	0.03%	Maintained
1703	BOTW Bank of the West Monterey Park, California	$218K	$0	1	0.03%	Maintained
1704	Fayez Sarofim & Co Houston, Texas	$218K	$0	1	0%	Maintained
1705	SIM SSI Investment Management Los Angeles, California	$216K	-$2.74K	1	0.02%	Reduced
1706	FFA First Foundation Advisors Irvine, California	$215K	-$811K	1	0.01%	Reduced
1707	BAM Barrett Asset Management New York	$213K	+$97.7K	1	0.02%	Increased
1708	CAM CGOV Asset Management Toronto, Ontario, Canada	$211K	$0	1	0.01%	Maintained
1709	CCM Coe Capital Management Highland Park, Illinois	$211K	+$204K	1	0.24%	New
1710	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$211K	$0	2	0.03%	Maintained
1711	NCM Novare Capital Management Charlotte, North Carolina	$211K	-$154K	1	0.05%	Reduced
1712	BAM Brave Asset Management Summit, New Jersey	$210K	$0	1	0.11%	Maintained
1713	AIA Affinity Investment Advisors Newport Beach, California	$209K	-$513K	1	0.02%	Reduced
1714	BWM Biltmore Wealth Management Tempe, Arizona	$209K	+$200K	1	0.24%	New
1715	Banque Pictet & Cie Geneva 73, Switzerland	$208K	-$178K	1	0%	Reduced
1716	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$207K	-$36K	1	0.16%	Reduced
1717	RFA Reilly Financial Advisors La Mesa, California	$204K	+$54.5K	7	0.03%	Increased
1718	CDH Charles D. Hyman	$203K	+$199K	1	0.03%	New
1719	AIP ARS Investment Partners New York	$201K	+$194K	1	0.03%	New
1720	CCM Cribstone Capital Management Augusta, Maine	$187K	$0	3	0.1%	Maintained
1721	CFD Creative Financial Designs Kokomo, Indiana	$186K	-$152K	5	0.12%	Reduced
1722	SC SRB Corp Boston, Massachusetts	$182K	-$12.7K	1	0.03%	Reduced
1723	CP Camelot Portfolios Maumee, Ohio	$178K	+$8.58K	1	0.09%	Increased
1724	ADL Asset Dedication LLC San Francisco, California	$174K	$0	1	0.09%	Maintained
1725	BFPW BOK Financial Private Wealth Denver, Colorado	$163K	+$158K	1	0.02%	New