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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
1301	AF Aldebaran Financial	$586K	-$92.1K	1	0.51%	Reduced
1302	GGPS Gary Goldberg Planning Services Suffern, New York	$585K	+$148K	4	0.29%	Increased
1303	PIM Penobscot Investment Management Boston, Massachusetts	$583K	-$42.3K	2	0.21%	Reduced
1304	South Texas Money Management San Antonio, Texas	$582K	+$3.83K	1	0.04%	Increased
1305	SCM Salem Capital Management Woburn, Massachusetts	$578K	-$65.3K	1	0.25%	Reduced
1306	GIS Guardian Investor Services New York	$575K	-$42.9K	4	0.45%	Reduced
1307	VIM Veritas Investment Management London, United Kingdom	$572K	$0	1	0.22%	Maintained
1308	Heritage Investors Management Corp Bethesda, Maryland	$569K	-$3.46K	1	0.05%	Reduced
1309	SIM SSI Investment Management Los Angeles, California	$569K	-$1.54M	1	0.06%	Reduced
1310	Private Advisor Group Morristown, New Jersey	$562K	-$924K	2	0.06%	Reduced
1311	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$560K	-$33.1K	2	0.25%	Reduced
1312	ANRIA American National Registered Investment Advisor Galveston, Texas	$557K	-$3.9K	1	0.28%	Reduced
1313	BCM Birmingham Capital Management Birmingham, Alabama	$557K	+$8.58K	1	0.21%	Increased
1314	Rafferty Asset Management New York	$557K	-$499K	2	0.12%	Reduced
1315	LCM Levitt Capital Management Boca Raton, Florida	$554K	+$482K	1	0.53%	New
1316	TFA Transamerica Financial Advisors St. Petersburg, Florida	$553K	+$8.32K	4	0.06%	Increased
1317	EGA Emerging Global Advisors New York	$552K	+$528K	1	0.22%	New
1318	AWA ARS Wealth Advisors St. Petersburg, Florida	$550K	+$147	1	0.33%	Increased
1319	FCCM First City Capital Management Savannah, Georgia	$549K	-$105K	2	0.39%	Reduced
1320	WC Woodstock Corp Boston, Massachusetts	$549K	+$190K	2	0.1%	Increased
1321	DLG Daniel L. Goodwin	$537K	$0	1	0.1%	Maintained
1322	FNB First Niagara Bank Lockport, New York	$535K	-$19.4K	1	0.11%	Reduced
1323	RIG Renaissance Investment Group Lenox, Massachusetts	$528K	-$102K	1	0.27%	Reduced
1324	ECM Everence Capital Management Goshen, Indiana	$525K	+$180K	2	0.21%	Increased
1325	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$521K	-$1.72M	1	0.43%	Reduced