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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	JIC Joel Isaacson & Co New York	$149K	-$12.6K	2	0.05%	Reduced
1502	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$145K	-$399K	8	0.09%	Reduced
1503	M MOTCO San Antonio, Texas	$140K	$0	2	0.02%	Maintained
1504	PWP Private Wealth Partners Mill Valley, California	$138K	+$127K	1	0.03%	New
1505	FBC Fairfield, Bush & Co Darien, Connecticut	$133K	$0	1	0.06%	Maintained
1506	FWM Focused Wealth Management Newburgh, New York	$133K	-$2.25K	4	0.11%	Reduced
1507	CFA Carroll Financial Associates Charlotte, North Carolina	$132K	+$6.53K	4	0.04%	Increased
1508	RCM Reynolds Capital Management Las Vegas, Nevada	$130K	-$379K	1	0.08%	Reduced
1509	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$127K	+$125K	1	0.04%	New
1510	CFS Community Financial System Syracuse, New York	$127K	+$19.2K	1	0.03%	Increased
1511	HPBT High Point Bank & Trust High Point, North Carolina	$116K	-$16.6K	2	0.04%	Reduced
1512	NES New England Securities New York	$105K	+$51.9K	7	0.04%	Increased
1513	WF WealthTrust Fairport Cleveland, Ohio	$104K	-$12.7K	3	0.02%	Reduced
1514	KPCM Kings Point Capital Management Great Neck, New York	$103K	$0	2	0.03%	Maintained
1515	Buckingham Strategic Wealth Clayton, Missouri	$102K	+$8.34K	1	0.05%	Increased
1516	Sequoia Financial Advisors Akron, Ohio	$102K	+$1.9K	1	0.08%	Increased
1517	FA Friess Associates Greenville, Delaware	$98K	-$31.2K	1	0.01%	Reduced
1518	DCM Dean Capital Management Overland Park, Kansas	$92K	$0	1	1.11%	Maintained
1519	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$89K	-$45.3K	2	0.06%	Reduced
1520	RFA Reilly Financial Advisors La Mesa, California	$87K	+$9.68K	4	0.02%	Increased
1521	AW Alpha Windward Westwood, Massachusetts	$84K	-$1.24K	3	0.06%	Reduced
1522	GAM Gemmer Asset Management Walnut Creek, California	$81K	+$78.9K	7	0.06%	New
1523	TFMS Trust & Fiduciary Management Services Boston, Massachusetts	$76K	+$11.8K	1	0.04%	Increased
1524	EP Edinburgh Partners Edinburgh, United Kingdom	$75K	$0	1	0.01%	Maintained
1525	RCM Rotella Capital Management Bellevue, Washington	$75K	+$68.3K	2	0.09%	New