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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
1501	FBC Fairfield, Bush & Co Darien, Connecticut	$135K	-$305K	1	0.06%	Reduced
1502	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$135K	+$1.5K	1	0.02%	Increased
1503	FWM Focused Wealth Management Newburgh, New York	$134K	+$213	4	0.11%	Increased
1504	DTL Dynamic Technology Lab Singapore	$133K	-$1.25M	1	0.09%	Reduced
1505	HPBT High Point Bank & Trust High Point, North Carolina	$132K	$0	2	0.04%	Maintained
1506	CFA Carroll Financial Associates Charlotte, North Carolina	$123K	+$20.6K	5	0.04%	Increased
1507	NYLT New York Life Trust New York	$123K	+$15.7K	1	0.56%	Increased
1508	IC IKOS CIF Limassol, Cyprus	$120K	-$170K	1	0.31%	Reduced
1509	FFC First Financial Corp Terre Haute, Indiana	$118K	$0	2	0.06%	Maintained
1510	WF WealthTrust Fairport Cleveland, Ohio	$117K	+$23.4K	2	0.02%	Increased
1511	CFS Community Financial System Syracuse, New York	$109K	$0	1	0.02%	Maintained
1512	PVWM Point View Wealth Management Summit, New Jersey	$103K	+$107K	1	0.1%	New
1513	SEC Seven Eight Capital New York	$100K	+$100K	2	0.11%	New
1514	KPCM Kings Point Capital Management Great Neck, New York	$99K	$0	2	0.03%	Maintained
1515	AP Advisors Preferred Rockville, Maryland	$98K	+$93.1K	2	0.05%	New
1516	RIA Regal Investment Advisors Kentwood, Michigan	$97K	-$42.4K	1	0.06%	Reduced
1517	CCM Credo Capital Management Baltimore, Maryland	$93K	-$634K	3	0.4%	Reduced
1518	IWC Integrated Wealth Counsel Carmel, California	$87K	$0	2	0.06%	Maintained
1519	AW Alpha Windward Westwood, Massachusetts	$84K	+$11.1K	3	0.06%	Increased
1520	Sequoia Financial Advisors Akron, Ohio	$84K	+$87.5K	1	0.07%	New
1521	DCM Dean Capital Management Overland Park, Kansas	$83K	+$12.5K	1	0.98%	Increased
1522	RegentAtlantic Capital Morristown, New Jersey	$83K	-$8.3K	1	0.01%	Reduced
1523	MMG Monetary Management Group St Louis, Missouri	$82K	+$77.6K	1	0.04%	New
1524	Buckingham Strategic Wealth Clayton, Missouri	$78K	+$80.8K	1	0.04%	New
1525	EP Edinburgh Partners Edinburgh, United Kingdom	$76K	+$71.1K	1	0.01%	New