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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	C Certuity North Palm Beach, Florida	$376K	+$350K	1	0.18%	New
2027	CCM Crabel Capital Management Los Angeles, California	$376K	+$387K	1	0.15%	New
2028	WAM Weatherly Asset Management Del Mar, California	$376K	-$12K	1	0.07%	Reduced
2029	AC Athos Capital Hong Kong	$374K	-$179K	1	0.37%	Reduced
2030	CDH Charles D. Hyman	$372K	+$16.1K	1	0.04%	Increased
2031	TCB Texas Capital Bancshares Dallas, Texas	$372K	$0	1	0.53%	Maintained
2032	WA Wheatland Advisors Lancaster, Pennsylvania	$369K	-$26.6K	1	0.47%	Reduced
2033	BIA Bigelow Investment Advisors Portland, Maine	$367K	+$1.95K	1	0.22%	Increased
2034	EA Elm Advisors Burlingame, California	$367K	$0	1	0.23%	Maintained
2035	9WM 9258 Wealth Management Blue Ash, Ohio	$365K	+$2.81K	1	0.13%	Increased
2036	MWM Mattern Wealth Management Lawrence, Kansas	$365K	+$353K	1	0.22%	New
2037	RIM Regent Investment Management Louisville, Kentucky	$365K	$0	1	0.11%	Maintained
2038	CT Clearstead Trust Portland, Maine	$364K	$0	1	0.27%	Maintained
2039	WIM Wittenberg Investment Management Carlisle, Massachusetts	$364K	$0	1	0.14%	Maintained
2040	HC Hourglass Capital Houston, Texas	$363K	+$340K	1	0.1%	New
2041	BFO Boston Family Office Boston, Massachusetts	$362K	$0	1	0.03%	Maintained
2042	CPO Cerity Partners OCIO New York	$362K	+$89	1	0.02%	Increased
2043	VCAM Van Cleef Asset Management Beachwood, Ohio	$362K	$0	1	0.07%	Maintained
2044	MCM Maryland Capital Management Towson, Maryland	$361K	-$58.6K	1	0.04%	Reduced
2045	EIP Ellis Investment Partners Berwyn, Pennsylvania	$360K	+$38.9K	6	0.12%	Increased
2046	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$360K	$0	1	0.09%	Maintained
2047	OC Oakworth Capital Birmingham, Alabama	$357K	-$21.2K	5	0.06%	Reduced
2048	OFW Omnia Family Wealth Aventura, Florida	$355K	$0	1	0.16%	Maintained
2049	JIP Jaffetilchin Investment Partners Tampa, Florida	$354K	+$332K	1	0.08%	New
2050	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$352K	+$13.3K	7	0.12%	Increased