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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
1951	MCM McKinley Capital Management Anchorage, Alaska	$128K	-$6.14K	1	0.01%	Reduced
1952	NL NVWM LLC Yardley, Pennsylvania	$128K	+$101K	3	0.1%	Increased
1953	AF Arrow Financial Glens Falls, New York	$126K	-$2.87K	2	0.03%	Reduced
1954	TCM Tradewinds Capital Management Bellingham, Washington	$126K	$0	4	0.06%	Maintained
1955	NSIM North Star Investment Management Chicago, Illinois	$124K	-$4.46K	5	0.02%	Reduced
1956	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$122K	$0	1	0.02%	Maintained
1957	PVH Psagot Value Holdings Tel Aviv, Israel	$122K	+$129K	2	0.01%	Increased
1958	CHC City Holding Co Charleston, West Virginia	$121K	$0	3	0.04%	Maintained
1959	CYG Clean Yield Group Norwich, Vermont	$121K	+$137K	4	0.05%	New
1960	PWMG Prestige Wealth Management Group Flemington, New Jersey	$120K	+$132K	14	0.09%	New
1961	AC Avestar Capital New York	$119K	-$44.4K	11	0.08%	Reduced
1962	DC Diametric Capital Boston, Massachusetts	$119K	+$146K	1	0.09%	New
1963	EWM Edge Wealth Management New York	$119K	-$190K	4	0.03%	Reduced
1964	KM Kalos Management Alpharetta, Georgia	$118K	+$108K	1	0.06%	New
1965	FIB First Interstate Bank Billings, Montana	$114K	-$2.21K	5	0.03%	Reduced
1966	LWM Liberty Wealth Management Oakland, California	$113K	+$126K	8	0.08%	New
1967	CB CNB Bank Clearfield, Pennsylvania	$112K	+$60.9K	3	0.07%	Increased
1968	AIP Almanack Investment Partners Wayne, Pennsylvania	$111K	-$5.41K	1	0.03%	Reduced
1969	FC Ferris Capital Marlborough, Massachusetts	$109K	-$7.95K	8	0.05%	Reduced
1970	SIAG Signet Investment Advisory Group Providence, Rhode Island	$109K	+$120K	2	0.12%	New
1971	APG Abacus Planning Group Columbia, South Carolina	$108K	+$131K	1	0.08%	New
1972	WB Webster Bank Waterbury, Connecticut	$107K	+$3.28K	3	0.02%	Increased
1973	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$106K	-$45.2K	2	0.01%	Reduced
1974	WPA West Paces Advisors Atlanta, Georgia	$104K	$0	6	0.08%	Maintained
1975	APW Acima Private Wealth Richmond, Virginia	$103K	+$118K	7	0.1%	New