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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	IP Isthmus Partners Madison, Wisconsin	$196K	$0	1	0.05%	Maintained
1877	Catalyst Capital Advisors Huntington, New York	$195K	-$20K	1	0.01%	Reduced
1878	CBU CIBC Bank USA Chicago, Illinois	$189K	-$632K	1	0.03%	Reduced
1879	CAC Certified Advisory Corp Altamonte Springs, Florida	$185K	+$50K	5	0.11%	Increased
1880	WDL Well Done LLC Holland, Michigan	$185K	+$189K	4	0.06%	New
1881	CB Community Bank Dewitt, New York	$184K	$0	5	0.03%	Maintained
1882	TCM Tradewinds Capital Management Bellingham, Washington	$184K	+$4.59K	4	0.08%	Increased
1883	NSIM North Star Investment Management Chicago, Illinois	$183K	-$28.4K	5	0.02%	Reduced
1884	WC Whitney & Co Rochester, New York	$183K	-$23.9K	1	0.05%	Reduced
1885	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$182K	+$19.1K	5	0.08%	Increased
1886	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$180K	-$14.4K	1	0.16%	Reduced
1887	ACM Aviance Capital Management Sarasota, Florida	$178K	-$23.4K	1	0.01%	Reduced
1888	OAM Orinda Asset Management Lafayette, California	$178K	-$6.46M	1	0.3%	Reduced
1889	VCM Violich Capital Management San Francisco, California	$176K	+$200K	1	0.05%	New
1890	GFP Gryphon Financial Partners Columbus, Ohio	$175K	-$11.6K	10	0.09%	Reduced
1891	Qube Research & Technologies (QRT) London, United Kingdom	$174K	+$177K	3	0.07%	New
1892	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$166K	+$6.74K	5	0.13%	Increased
1893	ADL Asset Dedication LLC San Francisco, California	$160K	$0	1	0.08%	Maintained
1894	FIB First Interstate Bank Billings, Montana	$160K	$0	6	0.04%	Maintained
1895	SM Sabby Management Miami Beach, Florida	$158K	+$161K	1	0.02%	New
1896	AIM Advantage Investment Management Cedar Rapids, Iowa	$157K	-$39.9K	6	0.06%	Reduced
1897	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$157K	+$1.48K	4	0.16%	Increased
1898	TFS TrustCore Financial Services Brentwood, Tennessee	$154K	$0	3	0.05%	Maintained
1899	AF Arrow Financial Glens Falls, New York	$152K	+$9.6K	2	0.04%	Increased
1900	FBT First Bank & Trust Brookings, South Dakota	$150K	-$16.6K	1	0.12%	Reduced