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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	GC Gilbert & Cook West Des Moines, Iowa	$321K	-$2.94K	1	0.09%	Reduced
1902	9WM 9258 Wealth Management Blue Ash, Ohio	$319K	+$324K	1	0.26%	New
1903	EA Elm Advisors Burlingame, California	$319K	$0	1	0.22%	Maintained
1904	GCA Greenwood Capital Associates Greenwood, South Carolina	$319K	+$3.24K	1	0.08%	Increased
1905	CG Cynosure Group Salt Lake City, Utah	$318K	+$302K	1	0.15%	New
1906	TF Tompkins Financial Ithaca, New York	$318K	-$43.3K	2	0.06%	Reduced
1907	SAA Southeast Asset Advisors Thomasville, Georgia	$317K	$0	1	0.08%	Maintained
1908	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$316K	$0	1	0.09%	Maintained
1909	BFO Boston Family Office Boston, Massachusetts	$315K	$0	1	0.03%	Maintained
1910	RVM Robinson Value Management San Antonio, Texas	$314K	+$323K	1	0.3%	New
1911	SWM Stockman Wealth Management Billings, Montana	$313K	$0	1	0.13%	Maintained
1912	ED Exane Derivatives Paris, France	$307K	-$4.93M	5	0.05%	Reduced
1913	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$305K	-$15K	7	0.12%	Reduced
1914	WA WESPAC Advisors Orinda, California	$305K	$0	1	0.23%	Maintained
1915	WFG Wills Financial Group Richmond, Virginia	$305K	-$14.5K	1	0.2%	Reduced
1916	EC EJF Capital Arlington, Virginia	$303K	-$454K	1	0.04%	Reduced
1917	HT Heritage Trust Oklahoma City, Oklahoma	$303K	$0	1	0.07%	Maintained
1918	PAM Palisade Asset Management Minneapolis, Minnesota	$302K	-$42K	1	0.05%	Reduced
1919	CT Clearstead Trust Portland, Maine	$301K	$0	1	0.24%	Maintained
1920	WIM Wittenberg Investment Management Carlisle, Massachusetts	$301K	$0	1	0.13%	Maintained
1921	Walleye Capital New York	$299K	-$35.7K	1	0.03%	Reduced
1922	DCM Delta Capital Management Red Bank, New Jersey	$297K	$0	1	0.19%	Maintained
1923	WIM Wilen Investment Management Bonita Springs, Florida	$297K	-$24.3K	1	0.23%	Reduced
1924	London & Capital Asset Management London, United Kingdom	$294K	+$272K	1	0.06%	New
1925	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$291K	+$283K	1	0.18%	New