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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	Cidel Asset Management Toronto, Ontario, Ontario, Canada	$373K	$0	1	0.02%	Maintained
1702	MAG Millrace Asset Group Berwyn, Pennsylvania	$373K	-$1.07M	1	0.36%	Reduced
1703	CCB Cutter & Co Brokerage Ballwin, Missouri	$372K	+$121K	1	0.15%	Increased
1704	Polen Capital Management Boca Raton, Florida	$370K	+$112K	1	0%	Increased
1705	BW Gestao de Investimentos Sao Paulo, Brazil	$368K	-$2.25K	1	0.05%	Reduced
1706	KSA Ken Stern & Associates San Diego, California	$368K	-$5.33K	1	0.16%	Reduced
1707	Port Capital Chicago, Illinois	$365K	$0	1	0.05%	Maintained
1708	FAIM Financial Advocates Investment Management Olympia, Washington	$362K	+$105K	1	0.05%	Increased
1709	NB Northwest Bancshares Warren, Pennsylvania	$360K	-$3.94K	1	0.15%	Reduced
1710	PDS Planning Dublin, Ohio	$359K	$0	1	0.36%	Maintained
1711	Proficio Capital Partners Newton, Massachusetts	$358K	+$9.9K	12	0.11%	Increased
1712	Capital Investment Advisory Services Raleigh, North Carolina	$357K	+$33.4K	1	0.2%	Increased
1713	Savant Capital Rockford, Illinois	$357K	+$13.5K	1	0.08%	Increased
1714	CRWM Castle Rock Wealth Management Walnut Creek, California	$356K	+$103K	1	0.59%	Increased
1715	Bienville Capital Management New York	$351K	-$489K	1	0.05%	Reduced
1716	PK Pflug Koory Omaha, Nebraska	$350K	-$5K	2	0.29%	Reduced
1717	BTNA Bremer Trust National Association St. Cloud, Minnesota	$349K	-$29.7K	1	0.1%	Reduced
1718	North Star Asset Management Neenah, Wisconsin	$347K	$0	1	0.03%	Maintained
1719	Gemmer Asset Management Walnut Creek, California	$345K	+$15.6K	9	0.12%	Increased
1720	WI Wedgewood Investors Erie, Pennsylvania	$345K	-$10.3K	1	0.3%	Reduced
1721	TCTC Holdings Dallas, Texas	$344K	$0	1	0.02%	Maintained
1722	Robotti Robert	$340K	$0	1	0.09%	Maintained
1723	Waters Parkerson & Co New Orleans, Louisiana	$340K	+$901	1	0.03%	Increased
1724	GLI Guardian Life Insurance New York	$339K	-$139K	6	0.06%	Reduced
1725	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$338K	+$136K	1	0.18%	Increased