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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
1801	Clearline Capital New York	$752K	+$712K	1	0.25%	New
1802	Evermay Wealth Management Arlington, Virginia	$748K	-$91.8K	1	0.2%	Reduced
1803	CC Courier Capital Buffalo, New York	$747K	-$16.8K	2	0.1%	Reduced
1804	SWA Sutton Wealth Advisors Tampa, Florida	$745K	-$7.96K	12	0.39%	Reduced
1805	CPC Congress Park Capital Saratoga Springs, New York	$745K	-$16.5K	2	0.57%	Reduced
1806	GSA Capital Partners London, United Kingdom	$745K	-$2.1M	4	0.42%	Reduced
1807	CFA CWS Financial Advisors Kalamazoo, Michigan	$744K	+$170K	1	0.54%	Increased
1808	FI FormulaFolio Investments Grand Rapids, Michigan	$739K	+$116K	2	0.03%	Increased
1809	Peconic Partners New York	$737K	$0	4	0.21%	Maintained
1810	WCM Windsor Capital Management Phoenix, Arizona	$735K	-$15.3K	1	0.32%	Reduced
1811	EP Eudaimonia Partners Winchester, Tennessee	$734K	+$77.7K	4	0.28%	Increased
1812	LIM Loudon Investment Management West Lebanon, New Hampshire	$734K	-$28.3K	1	0.63%	Reduced
1813	IHL Investment House LLC Redondo Beach, California	$730K	$0	1	0.06%	Maintained
1814	Oliver Luxxe Assets Gladstone, New Jersey	$728K	-$1.92M	1	0.38%	Reduced
1815	Gofen & Glossberg Chicago, Illinois	$727K	-$41.3K	2	0.02%	Reduced
1816	LC LCNB Corp Lebanon, Ohio	$721K	+$6.42K	1	0.49%	Increased
1817	Maple Capital Management Montpelier, Vermont	$720K	-$603K	1	0.14%	Reduced
1818	9258 Wealth Management Blue Ash, Ohio	$719K	+$676	2	0.29%	Increased
1819	Park National Corp Newark, Ohio	$715K	-$165	1	0.04%	Reduced
1820	Center for Financial Planning Southfied, Michigan	$714K	+$166K	3	0.25%	Increased
1821	Vanguard Personalized Indexing Management Oakland, California	$714K	+$382K	3	0.32%	Increased
1822	Bay Colony Advisors Concord, Massachusetts	$708K	+$747	2	0.51%	Increased
1823	Cowen and Company New York	$708K	+$397K	1	0.12%	Increased
1824	NB Northwest Bancshares Warren, Pennsylvania	$705K	+$313K	1	0.19%	Increased
1825	FBC Fairfield, Bush & Co Darien, Connecticut	$700K	$0	1	0.25%	Maintained