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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
1876	IIM Ipswich Investment Management Beverly, Massachusetts	$206K	+$5.3K	1	0.09%	Increased
1877	MFW Meristem Family Wealth Minnetonka, Minnesota	$206K	-$212K	1	0.07%	Reduced
1878	CCM Cribstone Capital Management Augusta, Maine	$205K	-$718	4	0.1%	Reduced
1879	PCAP Pratt Collard Advisory Partners Buffalo, New York	$205K	+$195K	1	0.17%	New
1880	AWS AJ Wealth Strategies New York	$203K	+$208K	1	0.05%	New
1881	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$203K	+$200K	1	0.17%	New
1882	BFA Beaumont Financial Advisors Needham, Massachusetts	$202K	+$192K	1	0.02%	New
1883	FMA FNY Managed Accounts New York	$202K	+$192K	6	0.19%	Increased
1884	IP Isthmus Partners Madison, Wisconsin	$202K	$0	1	0.06%	Maintained
1885	KFS Kurt F. Somerville	$202K	+$192K	1	0.04%	New
1886	MCM Murphy Capital Management Bedminster, New Jersey	$201K	+$198K	1	0.03%	New
1887	TCM Tradewinds Capital Management Bellingham, Washington	$201K	-$43.2K	4	0.1%	Reduced
1888	ST Spinnaker Trust Portland, Maine	$200K	+$196K	1	0.02%	New
1889	Davidson Kempner Capital Management New York	$197K	$0	1	0%	Maintained
1890	GFP Gryphon Financial Partners Columbus, Ohio	$197K	+$201K	10	0.11%	New
1891	CA CastleArk Alternatives Chicago, Illinois	$196K	+$155K	1	0.1%	New
1892	CB Community Bank Dewitt, New York	$189K	+$40.2K	5	0.02%	Increased
1893	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$176K	+$184K	4	0.17%	New
1894	FBT First Bank & Trust Brookings, South Dakota	$171K	+$26.1K	1	0.13%	Increased
1895	FIB First Interstate Bank Billings, Montana	$169K	-$27K	6	0.04%	Reduced
1896	CCM Coe Capital Management Highland Park, Illinois	$168K	-$3.54K	1	0.18%	Reduced
1897	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$167K	+$162K	7	0.12%	New
1898	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$164K	+$78	2	0.06%	Increased
1899	ADL Asset Dedication LLC San Francisco, California	$158K	-$18K	1	0.06%	Reduced
1900	CAC Certified Advisory Corp Altamonte Springs, Florida	$158K	+$168K	5	0.11%	New