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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
1401	FA Friess Associates Greenville, Delaware	$110K	-$30.9M	1	0.01%	Reduced
1402	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$109K	-$11	3	0.03%	Reduced
1403	RegentAtlantic Capital Morristown, New Jersey	$106K	-$56.9K	1	0.01%	Reduced
1404	CFS Community Financial System Syracuse, New York	$99K	$0	1	0.02%	Maintained
1405	NYLT New York Life Trust New York	$99K	+$94.3K	1	0.5%	New
1406	KPCM Kings Point Capital Management Great Neck, New York	$96K	$0	2	0.04%	Maintained
1407	CFA Carroll Financial Associates Charlotte, North Carolina	$93K	$0	4	0.04%	Maintained
1408	DCM Decade Capital Management New York	$91K	+$84.9K	1	0.01%	New
1409	WF WealthTrust Fairport Cleveland, Ohio	$85K	+$22.2K	2	0.01%	Increased
1410	IWC Integrated Wealth Counsel Carmel, California	$80.5K	+$1.61K	2	0.06%	Increased
1411	MAS Madden Advisory Services Jacksonville, Florida	$69K	-$26K	1	0.06%	Reduced
1412	Capital Analysts LLC Fort Washington, Pennsylvania	$67.6K	-$42.8K	2	0.02%	Reduced
1413	AW Alpha Windward Westwood, Massachusetts	$67K	$0	3	0.05%	Maintained
1414	MWAM Mariner Wealth Advisors (Madison) Overland Park, Kansas	$66K	-$22.7K	1	0.03%	Reduced
1415	DCM Dean Capital Management Overland Park, Kansas	$65K	$0	1	0.97%	Maintained
1416	TFMS Trust & Fiduciary Management Services Boston, Massachusetts	$63K	-$46.3K	1	0.05%	Reduced
1417	RFA Reilly Financial Advisors La Mesa, California	$62K	-$16.8K	4	0.02%	Reduced
1418	QAM QCI Asset Management Pittsford, New York	$52K	$0	1	0.01%	Maintained
1419	SNT Security National Trust Wheeling, West Virginia	$52K	$0	2	0.02%	Maintained
1420	MIC MU Investments Company Tokyo, Japan	$51K	-$388K	1	0.02%	Reduced
1421	NES New England Securities New York	$47K	+$18.4K	3	0.02%	Increased
1422	Flow Traders U.S. New York	$45K	-$380K	2	0.01%	Reduced
1423	FI FCM Investments Dallas, Texas	$41K	$0	1	0.02%	Maintained
1424	RCM Rotella Capital Management Bellevue, Washington	$41K	-$33.4K	2	0.08%	Reduced
1425	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$34K	$0	1	0.09%	Maintained