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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
1426	AMG National Trust Bank Greenwood Village, Colorado	$436K	-$32.3K	1	0.04%	Reduced
1427	Wealthfront Palo Alto, California	$433K	+$182K	8	0.03%	Increased
1428	BMC Benin Management Corp Wilton, Connecticut	$432K	-$65.9K	1	0.23%	Reduced
1429	KA Kovack Advisors Ft. Lauderdale, Florida	$430K	+$1.52K	1	0.44%	Increased
1430	WCM Wallace Capital Management Dallas, Texas	$430K	+$27K	1	0.08%	Increased
1431	JEW Jamison Eaton & Wood Bedminster, New Jersey	$423K	$0	1	0.12%	Maintained
1432	ALA Atherton Lane Advisers Menlo Park, California	$420K	-$5.78K	1	0.02%	Reduced
1433	BC Banced Corp Edwardsville, Illinois	$419K	+$34.2K	1	0.46%	Increased
1434	TH Timber Hill Greenwich, Connecticut	$417K	-$801K	1	0%	Reduced
1435	TC TradeLink Capital Chicago, Illinois	$416K	+$445K	1	0.55%	New
1436	FBC Fairfield, Bush & Co Darien, Connecticut	$411K	$0	1	0.12%	Maintained
1437	RCM Reynolds Capital Management Las Vegas, Nevada	$408K	+$271K	1	0.34%	Increased
1438	CCP Clarkston Capital Partners Rochester, Michigan	$406K	+$381K	1	0.06%	New
1439	LS Lupo Securities Chicago, Illinois	$402K	+$404K	3	0.2%	New
1440	MIM Midwest Investment Management Cleveland, Ohio	$398K	-$1.26M	1	0.29%	Reduced
1441	Atlantic Union Bankshares Glen Allen, Virginia	$397K	-$15.4K	1	0.18%	Reduced
1442	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$396K	+$242K	1	0.11%	Increased
1443	KFA Kays Financial Advisory Atlanta, Georgia	$396K	+$160K	1	0.27%	Increased
1444	MVP Miller Value Partners Sarasota, Florida	$395K	-$40.4M	1	0.01%	Reduced
1445	Banque Pictet & Cie Geneva 73, Switzerland	$393K	-$52K	1	0.01%	Reduced
1446	AL Agran Libbie Santa Monica, California	$389K	-$13.4K	1	0.09%	Reduced
1447	HL HeadInvest LLC Portland, Maine	$387K	-$39.6K	1	0.15%	Reduced
1448	PCM Piermont Capital Management St. Louis, Missouri	$386K	$0	1	0.14%	Maintained
1449	SS Sunbelt Securities Houston, Texas	$386K	+$370K	1	0.51%	New
1450	MHS M Holdings Securities Portland, Oregon	$382K	-$74.4K	1	0.25%	Reduced