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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
2001	PL PWMCO LLC Chicago, Illinois	$209K	+$198K	1	0.05%	New
2002	JIC Joel Isaacson & Co New York	$208K	-$40K	1	0.03%	Reduced
2003	NIM NuWave Investment Management Parsippany, New Jersey	$208K	-$641K	3	0.24%	Reduced
2004	GJIC Gamble Jones Investment Counsel Pasadena, California	$207K	+$196K	1	0.02%	New
2005	RCM RB Capital Management Reno, Nevada	$207K	+$196K	1	0.17%	New
2006	SW SlateStone Wealth Jupiter, Florida	$207K	+$196K	1	0.06%	New
2007	VCM Violich Capital Management San Francisco, California	$207K	-$9.97K	1	0.05%	Reduced
2008	AIA Alera Investment Advisors Deerfield, Illinois	$206K	+$15.7K	13	0.1%	Increased
2009	FFG Frisch Financial Group Melville, New York	$205K	+$192K	1	0.13%	New
2010	MCM Murphy Capital Management Bedminster, New Jersey	$205K	+$194K	1	0.03%	New
2011	WSC Wellington Shields & Co New York	$205K	+$204K	1	0.1%	New
2012	Kingsview Wealth Management Grants Pass, Oregon	$204K	+$193K	1	0.03%	New
2013	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$203K	+$153	2	0.16%	Increased
2014	TIA Tiemann Investment Advisors Menlo Park, California	$203K	-$112K	1	0.15%	Reduced
2015	SIM SSI Investment Management Los Angeles, California	$201K	+$190K	1	0.02%	New
2016	CC Cornerstone Capital Palo Alto, California	$200K	+$184K	1	0.03%	New
2017	CCM Cribstone Capital Management Augusta, Maine	$199K	+$991	7	0.11%	Increased
2018	VCM Versant Capital Management Phoenix, Arizona	$198K	-$108	12	0.08%	Reduced
2019	BAM Barrett Asset Management New York	$197K	$0	1	0.01%	Maintained
2020	KPW Kore Private Wealth New York	$196K	-$257	5	0.04%	Reduced
2021	SL Signition LP New York	$196K	-$1.56M	1	0.13%	Reduced
2022	WF WealthTrust Fairport Cleveland, Ohio	$196K	+$20.1K	2	0.02%	Increased
2023	Koshinski Asset Management Decatur, Illinois	$190K	+$1.24K	1	0.05%	Increased
2024	RGI River Global Investors London, United Kingdom	$187K	+$182K	1	0.01%	New
2025	TFS TrustCore Financial Services Brentwood, Tennessee	$187K	+$27.3K	6	0.05%	Increased