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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
1926	CIS Connors Investor Services Wyomissing, Pennsylvania	$205K	+$191K	1	0.03%	New
1927	DBT Dubuque Bank & Trust Dubuque, Iowa	$205K	-$16.4K	7	0.03%	Reduced
1928	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$202K	+$189K	1	0.03%	New
1929	FI FormulaFolio Investments Grand Rapids, Michigan	$201K	+$189K	1	0.01%	New
1930	PWAG Polaris Wealth Advisory Group San Rafael, California	$200K	+$110K	4	0.01%	Increased
1931	WP WealthSource Partners San Luis Obispo, California	$200K	-$41.1K	1	0.05%	Reduced
1932	AC Avestar Capital New York	$198K	+$23.8K	13	0.11%	Increased
1933	VCM Versant Capital Management Phoenix, Arizona	$197K	-$4.85K	12	0.08%	Reduced
1934	BWA BDO Wealth Advisors Jacksonville, Florida	$195K	-$1.24K	4	0.06%	Reduced
1935	WC Whitney & Co Rochester, New York	$194K	+$19.5K	2	0.05%	Increased
1936	TFS TrustCore Financial Services Brentwood, Tennessee	$190K	-$12.4K	6	0.05%	Reduced
1937	CB Community Bank Dewitt, New York	$187K	$0	4	0.04%	Maintained
1938	BAM Barrett Asset Management New York	$186K	-$23K	1	0.01%	Reduced
1939	C Cerebellum San Francisco, California	$183K	-$135K	1	0.29%	Reduced
1940	HCA Horan Capital Advisors Cincinnati, Ohio	$182K	-$27.4K	1	0.12%	Reduced
1941	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$180K	-$147K	4	0.02%	Reduced
1942	TDC Thompson Davis & Co Richmond, Virginia	$178K	-$195K	5	0.39%	Reduced
1943	IP Isthmus Partners Madison, Wisconsin	$177K	$0	1	0.04%	Maintained
1944	Peconic Partners New York	$173K	$0	1	0.04%	Maintained
1945	MCM McKinley Capital Management Anchorage, Alaska	$172K	-$10.7K	1	0.01%	Reduced
1946	TG TLP Group Evanston, Illinois	$170K	+$185K	3	0.27%	New
1947	SFM Signet Financial Management Parsippany, New Jersey	$166K	+$1.61K	4	0.03%	Increased
1948	VIMU Veritas Investment Management (UK) London, United Kingdom	$166K	$0	1	0.05%	Maintained
1949	CM CoreCommodity Management Stamford, Connecticut	$162K	+$138K	1	0.08%	New
1950	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$162K	-$42K	4	0.1%	Reduced