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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
1476	VCM Vigilant Capital Management Portland, Maine	$214K	$0	1	0.05%	Maintained
1477	Benjamin F. Edwards & Company St. Louis, Missouri	$210K	-$686K	3	0.07%	Reduced
1478	NCMG NCM Capital Management Group Durham, North Carolina	$208K	$0	1	0.14%	Maintained
1479	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$208K	-$287K	1	0.12%	Reduced
1480	HCM Harvest Capital Management Concord, New Hampshire	$207K	+$193K	1	0.11%	New
1481	PTA Pear Tree Advisors Lincoln, Massachusetts	$207K	+$24.9K	2	0.26%	Increased
1482	CC Cornerstone Capital Palo Alto, California	$206K	-$14.1K	1	0.06%	Reduced
1483	BO BRR OpCo Columbus, Ohio	$205K	+$205K	1	0.09%	New
1484	ACM Ashford Capital Management Wilmington, Delaware	$203K	-$348K	1	0.04%	Reduced
1485	PAM Princeton Alpha Management Princeton Junction, New Jersey	$203K	+$190K	1	0.15%	New
1486	AWS Aris Wealth Services State College, Pennsylvania	$202K	$0	1	0.34%	Maintained
1487	BCB Brian C. Broderick	$201K	+$187K	1	0.1%	New
1488	TCM Tradewinds Capital Management Bellingham, Washington	$190K	+$193K	4	0.16%	New
1489	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$187K	-$3.56K	6	0.14%	Reduced
1490	MIC MU Investments Company Tokyo, Japan	$183K	+$121K	2	0.08%	Increased
1491	PIA Philadelphia International Advisors Philadelphia, Pennsylvania	$181K	-$26.5K	2	0.04%	Reduced
1492	TFA Toth Financial Advisory Leesburg, Virginia	$177K	-$376K	1	0.08%	Reduced
1493	IFS Ifrah Financial Services Little Rock, Arkansas	$175K	-$2.22K	1	0.07%	Reduced
1494	SPM Symmetry Peak Management Radnor, Pennsylvania	$173K	+$160K	1	0.07%	New
1495	JIC Joel Isaacson & Co New York	$157K	$0	2	0.06%	Maintained
1496	CIM Contravisory Investment Management Norwell, Massachusetts	$148K	$0	1	0.03%	Maintained
1497	FA Friess Associates Greenville, Delaware	$143K	+$5.46K	1	0.01%	Increased
1498	M MOTCO San Antonio, Texas	$142K	$0	2	0.02%	Maintained
1499	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$136K	+$7.12K	2	0.08%	Increased
1500	SSG Summit Securities Group New York	$136K	+$128K	2	0.02%	New