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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
1526	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$118K	+$3.67K	8	0.08%	Increased
1527	SGAM Smith Group Asset Management Dallas, Texas	$117K	+$526	1	0%	Increased
1528	RFA Reilly Financial Advisors La Mesa, California	$114K	+$20.3K	7	0.02%	Increased
1529	TF Tompkins Financial Ithaca, New York	$113K	+$3.6K	2	0.04%	Increased
1530	KPCM Kings Point Capital Management Great Neck, New York	$108K	$0	1	0.03%	Maintained
1531	Pathstone Family Office Englewood, New Jersey	$102K	+$3.54K	3	0.28%	Increased
1532	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$97K	+$115K	1	0.02%	New
1533	GAM Gemmer Asset Management Walnut Creek, California	$95K	$0	5	0.06%	Maintained
1534	CPA Cowen Prime Advisors New York	$93K	-$3.5K	1	0.04%	Reduced
1535	FBC Fairfield, Bush & Co Darien, Connecticut	$91K	-$247K	1	0.04%	Reduced
1536	CB Community Bank Dewitt, New York	$85K	$0	1	0.02%	Maintained
1537	BAM Barrett Asset Management New York	$83K	$0	1	0.01%	Maintained
1538	EVC Eidelman Virant Capital Saint Louis, Missouri	$82K	-$60.3K	1	0.06%	Reduced
1539	EEG E.E. Geduld	$81K	$0	1	0.08%	Maintained
1540	TCI Wealth Advisors Tucson, Arizona	$75K	+$6.58K	3	0.05%	Increased
1541	MCM MV Capital Management Bethesda, Maryland	$72K	-$1K	2	0.03%	Reduced
1542	CHC City Holding Co Charleston, West Virginia	$69K	$0	2	0.04%	Maintained
1543	RA Rational Advisors Huntington, New York	$67K	-$82.7K	3	0.03%	Reduced
1544	AF Arrow Financial Glens Falls, New York	$64K	$0	1	0.02%	Maintained
1545	BWA Burt Wealth Advisors North Bethesda, Maryland	$63K	$0	1	0.08%	Maintained
1546	BAM Bruderman Asset Management Locust Valley, New York	$61K	+$9.45K	2	0.02%	Increased
1547	GWS Glassman Wealth Services Vienna, Virginia	$61K	+$6.52K	3	0.05%	Increased
1548	NYLT New York Life Trust New York	$60K	+$66K	1	0.27%	New
1549	ED Exane Derivatives Paris, France	$59.9K	-$30.1K	2	0.01%	Reduced
1550	Brookstone Capital Management Wheaton, Illinois	$59K	-$2.89M	4	0.01%	Reduced