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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	PR Payden & Rygel Los Angeles, California	$193K	-$1.59M	2	0.04%	Reduced
1502	CP Camelot Portfolios Maumee, Ohio	$192K	+$196K	1	0.11%	New
1503	TFA Toth Financial Advisory Leesburg, Virginia	$188K	+$5.15K	1	0.07%	Increased
1504	CIM Contravisory Investment Management Norwell, Massachusetts	$187K	$0	1	0.04%	Maintained
1505	HCM Hollencrest Capital Management Newport Beach, California	$185K	+$189K	1	0.03%	New
1506	GSC Ground Swell Capital Folly Beach, South Carolina	$184K	+$99.6K	14	0.35%	Increased
1507	ACM Americafirst Capital Management Roseville, California	$184K	+$197K	1	0.09%	New
1508	JIC Joel Isaacson & Co New York	$178K	+$8.44K	3	0.05%	Increased
1509	Ninety One (UK) London, United Kingdom	$176K	-$18K	1	0%	Reduced
1510	PSC Prentiss Smith & Co Brattleboro, Vermont	$175K	$0	2	0.09%	Maintained
1511	MIC MU Investments Company Tokyo, Japan	$173K	$0	2	0.09%	Maintained
1512	MassMutual Private Wealth & Trust Windsor, Connecticut	$166K	+$127K	4	0.03%	Increased
1513	FWM Focused Wealth Management Newburgh, New York	$166K	+$51.4K	5	0.13%	Increased
1514	NCA NCM Capital Advisers Durham, North Carolina	$165K	$0	1	0.25%	Maintained
1515	FA Friess Associates Greenville, Delaware	$162K	+$69.6K	2	0.01%	Increased
1516	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$161K	-$97	6	0.11%	Reduced
1517	CAL Capital Advisors Ltd Shaker Heights, Ohio	$160K	$0	2	0.09%	Maintained
1518	MMG Monetary Management Group St Louis, Missouri	$157K	$0	1	0.07%	Maintained
1519	TDC Thompson Davis & Co Richmond, Virginia	$156K	-$33.5K	7	0.2%	Reduced
1520	IC IKOS CIF Limassol, Cyprus	$148K	+$155K	1	0.21%	New
1521	BAM Brave Asset Management Summit, New Jersey	$146K	-$22K	2	0.11%	Reduced
1522	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$137K	-$13.6K	9	0.09%	Reduced
1523	QI Quotient Investors New York	$137K	$0	1	0.03%	Maintained
1524	QC QCM Cayman Houston, Texas	$134K	+$141K	1	0.03%	New
1525	PWP Private Wealth Partners Mill Valley, California	$131K	$0	1	0.03%	Maintained