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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
2101	CYG Clean Yield Group Norwich, Vermont	$298K	$0	3	0.09%	Maintained
2102	GAM Garrison Asset Management Fayetteville, Arkansas	$296K	-$210K	1	0.15%	Reduced
2103	AW ACG Wealth Atlanta, Georgia	$295K	+$43.2K	1	0.04%	Increased
2104	MA MONECO Advisors Fairfield, Connecticut	$295K	+$444	1	0.21%	Increased
2105	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$292K	-$31.5K	1	0.16%	Reduced
2106	IG Ithaka Group Arlington, Virginia	$292K	$0	1	0.05%	Maintained
2107	MFW Meristem Family Wealth Minnetonka, Minnesota	$292K	-$199K	1	0.07%	Reduced
2108	PIA Pinion Investment Advisors Wichita, Kansas	$292K	+$710	1	0.54%	Increased
2109	CA Capital Advantage Walnut Creek, California	$290K	+$3.02K	1	0.09%	Increased
2110	FFG Frisch Financial Group Melville, New York	$290K	+$34.3K	1	0.14%	Increased
2111	CFW CA Family Wealth Beverly Hills, California	$289K	+$252K	1	0.19%	New
2112	CI Chartist Inc Seal Beach, California	$289K	-$20.8K	1	0.18%	Reduced
2113	PIM Penobscot Investment Management Boston, Massachusetts	$288K	$0	1	0.05%	Maintained
2114	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$287K	$0	1	0.07%	Maintained
2115	BCA Berman Capital Advisors Atlanta, Georgia	$286K	+$9.99K	18	0.08%	Increased
2116	OL Optas LLC Austin, Texas	$286K	+$294K	1	0.11%	New
2117	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$284K	-$12.8K	6	0.03%	Reduced
2118	RVM Robinson Value Management San Antonio, Texas	$284K	+$274K	1	0.27%	New
2119	CAM Concorde Asset Management Ann Arbor, Michigan	$283K	-$45.7K	1	0.2%	Reduced
2120	HIC Hartline Investment Corp Winnetka, Illinois	$283K	+$282K	1	0.06%	New
2121	DCM Delta Capital Management Red Bank, New Jersey	$282K	+$4.92K	1	0.17%	Increased
2122	GDP Great Diamond Partners Portland, Maine	$282K	+$263K	2	0.11%	New
2123	LB Landmark Bank Columbia, Missouri	$279K	-$11.8K	1	0.06%	Reduced
2124	LAM Lapides Asset Management Greenwich, Connecticut	$277K	+$285K	1	0.14%	New
2125	I IberiaBank Lafayette, Louisiana	$276K	-$1.6K	1	0.03%	Reduced