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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	PVAM Pacific View Asset Management San Francisco, California	$351K	$0	1	0.36%	Maintained
1852	PRC Pearl River Capital Niles, Michigan	$350K	+$76.4K	4	0.87%	Increased
1853	RTC Riverview Trust Company Vancouver, Washington	$348K	+$18.8K	6	0.26%	Increased
1854	Hills Bank & Trust North Liberty, Iowa	$347K	+$87.7K	1	0.09%	Increased
1855	Evergreen Capital Management Bellevue, Washington	$346K	-$5.69K	1	0.03%	Reduced
1856	CCG Cypress Capital Group Palm Beach, Florida	$345K	+$33.6K	1	0.07%	Increased
1857	AIM Advantage Investment Management Cedar Rapids, Iowa	$344K	-$66.7K	7	0.27%	Reduced
1858	BIA Bigelow Investment Advisors Portland, Maine	$341K	-$134K	1	0.24%	Reduced
1859	FSA Fort Sheridan Advisors Highland Park, Illinois	$341K	-$14.4K	2	0.22%	Reduced
1860	NERM New England Research & Management Chicago, Illinois	$339K	+$66.7K	1	0.23%	Increased
1861	AAM Aureus Asset Management Boston, Massachusetts	$337K	$0	1	0.04%	Maintained
1862	SWA Sutton Wealth Advisors Tampa, Florida	$337K	+$10.8K	13	0.2%	Increased
1863	Savant Capital Rockford, Illinois	$336K	-$11.7K	1	0.06%	Reduced
1864	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$334K	-$18.3K	1	0.17%	Reduced
1865	MPM Meritage Portfolio Management Overland Park, Kansas	$334K	-$79.9K	1	0.03%	Reduced
1866	WI Wedgewood Investors Erie, Pennsylvania	$332K	$0	1	0.52%	Maintained
1867	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$331K	-$942	7	0.05%	Reduced
1868	Sequoia Financial Advisors Akron, Ohio	$331K	+$313K	1	0.03%	New
1869	IIM Ironwood Investment Management Boston, Massachusetts	$330K	$0	1	0.27%	Maintained
1870	PP PDT Partners New York	$330K	-$74.4K	1	0.02%	Reduced
1871	RCS Retirement Capital Strategies San Jose, California	$330K	$0	1	0.17%	Maintained
1872	Walleye Capital New York	$329K	+$280K	3	0.05%	New
1873	TCTC Holdings Dallas, Texas	$328K	$0	1	0.02%	Maintained
1874	GCA Greenwood Capital Associates Greenwood, South Carolina	$324K	-$4.39K	1	0.08%	Reduced
1875	CA Cambridge Advisors Omaha, Nebraska	$323K	$0	1	0.11%	Maintained