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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
1851	EAM Exane Asset Management Paris, France	$214K	+$183K	1	0.06%	Increased
1852	BWM Biltmore Wealth Management Tempe, Arizona	$213K	-$4.41K	1	0.2%	Reduced
1853	BL BFSG LLC Irvine, California	$212K	-$1.27K	1	0.09%	Reduced
1854	BWM BigSur Wealth Management Miami, Florida	$211K	$0	1	0.15%	Maintained
1855	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$211K	+$218K	1	0.22%	New
1856	PTC Petrus Trust Company Dallas, Texas	$211K	+$228K	1	0.05%	New
1857	GF Goodman Financial Houston, Texas	$210K	$0	1	0.1%	Maintained
1858	CDH Charles D. Hyman	$209K	$0	1	0.02%	Maintained
1859	IG Ithaka Group Arlington, Virginia	$209K	$0	1	0.04%	Maintained
1860	AG Appleton Group Appleton, Wisconsin	$207K	+$212K	1	0.24%	New
1861	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$206K	-$1.04M	1	0.17%	Reduced
1862	RA Rational Advisors Huntington, New York	$206K	-$61.1K	2	0.1%	Reduced
1863	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$205K	+$210K	1	0.09%	New
1864	WF WealthTrust Fairport Cleveland, Ohio	$204K	+$209K	2	0.02%	New
1865	MCM Murphy Capital Management Bedminster, New Jersey	$203K	$0	1	0.03%	Maintained
1866	UA Unison Advisors Washington, District of Columbia	$203K	-$1.86M	1	0.15%	Reduced
1867	MFW Meristem Family Wealth Minnetonka, Minnesota	$202K	$0	1	0.07%	Maintained
1868	Ballentine Partners Waltham, Massachusetts	$201K	+$206K	1	0.01%	New
1869	BW Bison Wealth Atlanta, Georgia	$201K	-$15.9K	1	0.15%	Reduced
1870	Cetera Investment Advisers Schaumburg, Illinois	$201K	+$197K	1	0.04%	New
1871	IIM Ipswich Investment Management Beverly, Massachusetts	$201K	+$10.6K	1	0.08%	Increased
1872	CCM Cribstone Capital Management Augusta, Maine	$200K	+$9K	6	0.1%	Increased
1873	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$200K	-$205K	1	0.19%	Reduced
1874	PCAP Pratt Collard Advisory Partners Buffalo, New York	$200K	$0	1	0.17%	Maintained
1875	ED Exane Derivatives Paris, France	$199K	-$1.17M	5	0.04%	Reduced