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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
2026	AIA Group Hong Kong	$185K	+$160K	1	0.31%	New
2027	MUS Mitsubishi UFJ Securities Tokyo, Japan	$183K	+$167K	2	1.05%	New
2028	NL NVWM LLC Yardley, Pennsylvania	$182K	+$40K	4	0.12%	Increased
2029	WPC Waters Parkerson & Co New Orleans, Louisiana	$182K	-$952	1	0.02%	Reduced
2030	Peconic Partners New York	$181K	$0	1	0.04%	Maintained
2031	VIMU Veritas Investment Management (UK) London, United Kingdom	$180K	$0	1	0.06%	Maintained
2032	DBT Dubuque Bank & Trust Dubuque, Iowa	$179K	-$35.1K	7	0.03%	Reduced
2033	BCA Berman Capital Advisors Atlanta, Georgia	$175K	+$59.3K	15	0.06%	Increased
2034	QCIG Quad-Cities Investment Group Davenport, Iowa	$175K	+$10.5K	6	0.16%	Increased
2035	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$173K	$0	1	0.06%	Maintained
2036	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$172K	+$21.2K	7	0.09%	Increased
2037	GEA Glen Eagle Advisors Kingston, New Jersey	$171K	+$14.7K	6	0.12%	Increased
2038	PB Pinnacle Bancorp Beatrice, Nebraska	$166K	-$11K	4	0.1%	Reduced
2039	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$163K	-$4K	2	0.1%	Reduced
2040	FWM Foresight Wealth Management Draper, Utah	$161K	-$5.85K	1	0.14%	Reduced
2041	BAM Brave Asset Management Summit, New Jersey	$160K	+$8.97K	2	0.09%	Increased
2042	JIP JBJ Investment Partners Charleston, South Carolina	$158K	+$149K	2	0.06%	New
2043	PWM PRW Wealth Management Quincy, Massachusetts	$157K	+$30.4K	10	0.15%	Increased
2044	MCM McKinley Capital Management Anchorage, Alaska	$154K	$0	1	0.01%	Maintained
2045	NSIM North Star Investment Management Chicago, Illinois	$154K	+$2.52K	6	0.02%	Increased
2046	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$153K	+$1.8K	2	0.14%	Increased
2047	CHC City Holding Co Charleston, West Virginia	$150K	$0	3	0.04%	Maintained
2048	AF Arrow Financial Glens Falls, New York	$146K	$0	2	0.03%	Maintained
2049	SIC Starr International Company Zug, Switzerland	$146K	+$135K	1	0.06%	New
2050	CPA Cowen Prime Advisors New York	$143K	+$121K	1	0.07%	New