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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
1901	VIMU Veritas Investment Management (UK) London, United Kingdom	$158K	$0	1	0.06%	Maintained
1902	CHC City Holding Co Charleston, West Virginia	$154K	+$24.5K	3	0.05%	Increased
1903	KA Kaizen Advisory Wheaton, Illinois	$149K	+$150K	6	0.09%	New
1904	GWS Glassman Wealth Services Vienna, Virginia	$148K	+$8.05K	8	0.09%	Increased
1905	AF Arrow Financial Glens Falls, New York	$145K	$0	2	0.03%	Maintained
1906	PWM Paulson Wealth Management Wheaton, Illinois	$144K	+$145K	10	0.13%	New
1907	MCM MV Capital Management Bethesda, Maryland	$142K	-$4K	4	0.04%	Reduced
1908	TFS TrustCore Financial Services Brentwood, Tennessee	$139K	+$140K	3	0.05%	New
1909	FFC First Financial Corp Terre Haute, Indiana	$138K	-$26.5K	4	0.09%	Reduced
1910	AIP Almanack Investment Partners Wayne, Pennsylvania	$136K	+$4K	1	0.05%	Increased
1911	CP Camelot Portfolios Maumee, Ohio	$134K	-$12.3K	1	0.06%	Reduced
1912	IF IRON Financial Northbrook, Illinois	$124K	-$108K	1	0.09%	Reduced
1913	TFO Tarbox Family Office Newport Beach, California	$124K	+$5.18K	6	0.05%	Increased
1914	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$119K	+$117K	2	0.1%	New
1915	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$116K	+$119K	2	0.1%	New
1916	HFP Holistic Financial Partners Indianapolis, Indiana	$116K	+$28.6K	2	0.02%	New
1917	Simon Quick Advisors Morristown, New Jersey	$116K	-$13.7K	4	0.05%	Reduced
1918	CPA Cowen Prime Advisors New York	$115K	$0	1	0.06%	Maintained
1919	OCG Opus Capital Group Cincinnati, Ohio	$114K	+$123K	1	0.03%	New
1920	SBL Sargent Bickham Lagudis Boulder, Colorado	$107K	$0	5	0.01%	Maintained
1921	KJWM Kiley Juergens Wealth Management Olympia, Washington	$104K	+$109K	5	0.09%	New
1922	QAM QCI Asset Management Pittsford, New York	$103K	+$29.2K	2	0.01%	Increased
1923	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$101K	$0	1	0.04%	Maintained
1924	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$98K	$0	2	0.05%	Maintained
1925	VIM Veritas Investment Management London, United Kingdom	$96K	$0	1	0.01%	Maintained