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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
2076	Tidal Investments Milwaukee, Wisconsin	$326K	-$206K	1	0.04%	Reduced
2077	CWM Centric Wealth Management Chicago, Illinois	$325K	+$286K	1	0.17%	New
2078	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$323K	+$12.5K	5	0.11%	Increased
2079	RIM Regent Investment Management Louisville, Kentucky	$323K	-$13.5K	1	0.11%	Reduced
2080	FineMark National Bank & Trust Fort Myers, Florida	$322K	-$127K	1	0.02%	Reduced
2081	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$321K	-$221K	1	0.04%	Reduced
2082	RR Robotti Robert	$320K	$0	1	0.14%	Maintained
2083	PCAP Pratt Collard Advisory Partners Buffalo, New York	$318K	+$316K	1	0.29%	New
2084	EIP Ellis Investment Partners Berwyn, Pennsylvania	$317K	+$41.5K	6	0.12%	Increased
2085	WI Wedgewood Investors Erie, Pennsylvania	$317K	$0	1	0.51%	Maintained
2086	DA Dillon & Associates Jackson, Michigan	$316K	-$906	1	0.09%	Reduced
2087	ET Equitable Trust Nashville, Tennessee	$316K	-$49.6K	1	0.03%	Reduced
2088	NFT Nan Fung Trinity Central, Hong Kong, Hong Kong	$314K	+$268K	1	0.07%	New
2089	SC Steph & Co Marinette, Wisconsin	$312K	+$76.2K	2	0.31%	Increased
2090	AW Alpha Windward Westwood, Massachusetts	$311K	-$636K	6	0.24%	Reduced
2091	WIM Wittenberg Investment Management Carlisle, Massachusetts	$311K	$0	1	0.17%	Maintained
2092	CT Clearstead Trust Portland, Maine	$310K	-$18	1	0.26%	Reduced
2093	GWS Glassman Wealth Services Vienna, Virginia	$310K	+$30.3K	16	0.1%	Increased
2094	Kingsview Wealth Management Grants Pass, Oregon	$310K	-$57.2K	1	0.03%	Reduced
2095	MCM McRae Capital Management Morristown, New Jersey	$310K	-$4.19K	1	0.12%	Reduced
2096	Financial Engines Advisors Santa Clara, California	$309K	+$295K	1	0%	New
2097	Banque Pictet & Cie Geneva 73, Switzerland	$308K	+$296K	1	0.01%	New
2098	ST Somerset Trust Somerset, Pennsylvania	$308K	+$322K	1	0.16%	New
2099	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$305K	$0	1	0.32%	Maintained
2100	MFW Meristem Family Wealth Minnetonka, Minnesota	$305K	$0	1	0.08%	Maintained