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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	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$204K	-$39.4K	1	0.07%	Reduced
1477	HCM Harvest Capital Management Concord, New Hampshire	$204K	$0	1	0.1%	Maintained
1478	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$204K	+$197K	1	0.18%	New
1479	RHBC R.H. Bluestein & Co Birmingham, Michigan	$204K	-$125K	1	0.01%	Reduced
1480	MTIP Magee Thomson Investment Partners San Diego, California	$203K	+$221K	2	0.05%	New
1481	GLRA Gerald L. Ray & Associates Dallas, Texas	$200K	+$193K	1	0.04%	New
1482	TCM Tradewinds Capital Management Bellingham, Washington	$199K	-$8K	3	0.16%	Reduced
1483	NCA NCM Capital Advisers Durham, North Carolina	$195K	-$62.6K	1	0.31%	Reduced
1484	DCM DAFNA Capital Management Los Angeles, California	$192K	-$1.33M	1	0.17%	Reduced
1485	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$192K	-$37.1K	1	0.12%	Reduced
1486	FFC First Financial Corp Terre Haute, Indiana	$187K	+$62K	3	0.09%	Increased
1487	PIA Philadelphia International Advisors Philadelphia, Pennsylvania	$187K	$0	2	0.04%	Maintained
1488	EEG E.E. Geduld	$186K	-$381K	1	0.1%	Reduced
1489	TF Tompkins Financial Ithaca, New York	$185K	-$31.3K	3	0.05%	Reduced
1490	MIC MU Investments Company Tokyo, Japan	$183K	$0	2	0.08%	Maintained
1491	CAL Capital Advisors Ltd Shaker Heights, Ohio	$178K	+$144K	2	0.1%	Increased
1492	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$178K	-$12.9K	6	0.13%	Reduced
1493	RIA Regal Investment Advisors Kentwood, Michigan	$173K	+$74.9K	2	0.07%	Increased
1494	Flow Traders U.S. New York	$167K	-$140K	1	0.02%	Reduced
1495	EWP Edmunds White Partners Richmond, Virginia	$166K	-$889K	1	0.23%	Reduced
1496	TFA Toth Financial Advisory Leesburg, Virginia	$166K	-$41K	1	0.07%	Reduced
1497	NIM NuWave Investment Management Parsippany, New Jersey	$162K	-$239K	3	0.48%	Reduced
1498	VCM Vigilant Capital Management Portland, Maine	$162K	-$47.9K	1	0.04%	Reduced
1499	Ninety One (UK) London, United Kingdom	$161K	+$148K	1	0%	New
1500	Wealthfront Palo Alto, California	$158K	+$151K	4	0.02%	New