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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
1376	AAP Ardsley Advisory Partners Stamford, Connecticut	$198K	+$166K	1	0.04%	New
1377	PTA Pear Tree Advisors Lincoln, Massachusetts	$196K	+$15.3K	2	0.21%	Increased
1378	IFS Ifrah Financial Services Little Rock, Arkansas	$195K	-$3.54K	1	0.09%	Reduced
1379	NCMG NCM Capital Management Group Durham, North Carolina	$193K	-$4.32K	1	0.14%	Reduced
1380	VCM Vigilant Capital Management Portland, Maine	$193K	$0	1	0.05%	Maintained
1381	AWS Aris Wealth Services State College, Pennsylvania	$183K	+$178K	1	0.33%	New
1382	TF Tompkins Financial Ithaca, New York	$182K	+$8.73K	2	0.05%	Increased
1383	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$177K	+$101K	6	0.14%	Increased
1384	AIM Allen Investment Management New York	$169K	+$163K	1	0.05%	New
1385	CIM Contravisory Investment Management Norwell, Massachusetts	$168K	$0	1	0.03%	Maintained
1386	Fuller & Thaler Asset Management San Mateo, California	$162K	+$22.8K	1	0.01%	Increased
1387	NIMI Natixis Investment Managers International Paris, France	$159K	$0	1	0.04%	Maintained
1388	JIC Joel Isaacson & Co New York	$149K	$0	2	0.06%	Maintained
1389	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$138K	-$8.15K	1	0.02%	Reduced
1390	M MOTCO San Antonio, Texas	$129K	$0	2	0.02%	Maintained
1391	RIA Regal Investment Advisors Kentwood, Michigan	$129K	+$3.9K	1	0.08%	Increased
1392	TCM TD Capital Management Memphis, Tennessee	$127K	$0	1	0.03%	Maintained
1393	EWM Elite Wealth Management Kirkland, Washington	$124K	-$656K	2	0.11%	Reduced
1394	FWM Focused Wealth Management Newburgh, New York	$123K	+$119K	4	0.12%	New
1395	HPBT High Point Bank & Trust High Point, North Carolina	$122K	+$12.9K	2	0.04%	Increased
1396	FFC First Financial Corp Terre Haute, Indiana	$118K	+$29.7K	2	0.06%	Increased
1397	BCM Breithorn Capital Management New York	$117K	+$122K	1	0.07%	New
1398	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$117K	+$112K	1	0.04%	New
1399	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$116K	+$12.7K	2	0.07%	Increased
1400	BMM Buffington Mohr McNeal Boise, Idaho	$113K	+$110K	1	0.07%	New