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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
1551	LWM Lenox Wealth Management Cincinnati, Ohio	$192K	-$3.81K	2	0.14%	Reduced
1552	KFS Kurt F. Somerville	$190K	$0	1	0.04%	Maintained
1553	EP Edinburgh Partners Edinburgh, United Kingdom	$189K	$0	2	0.02%	Maintained
1554	TCM Tradewinds Capital Management Bellingham, Washington	$189K	+$221	5	0.13%	Increased
1555	MIC MU Investments Company Tokyo, Japan	$187K	$0	2	0.09%	Maintained
1556	IPC Independent Portfolio Consultants Boca Raton, Florida	$186K	-$93K	4	0.04%	Reduced
1557	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$185K	+$58.9K	4	0.04%	Increased
1558	BA Bard Associates Chicago, Illinois	$183K	-$18K	1	0.09%	Reduced
1559	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$180K	-$161K	4	0.06%	Reduced
1560	AP Advisors Preferred Rockville, Maryland	$177K	+$61.2K	3	0.1%	Increased
1561	NCA NCM Capital Advisers Durham, North Carolina	$175K	$0	1	0.23%	Maintained
1562	FA Friess Associates Greenville, Delaware	$163K	-$2.79M	2	0.01%	Reduced
1563	IRS Invictus RG (Singapore) Singapore	$161K	-$417K	3	0.15%	Reduced
1564	RA Rational Advisors Huntington, New York	$161K	+$145K	3	0.05%	Increased
1565	BAM Brave Asset Management Summit, New Jersey	$159K	$0	2	0.11%	Maintained
1566	BRWM B. Riley Wealth Management Memphis, Tennessee	$157K	-$19.2K	3	0.12%	Reduced
1567	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$153K	+$161K	1	0.05%	New
1568	WIC Woodmont Investment Counsel Nashville, Tennessee	$152K	+$159K	3	0.04%	New
1569	AP Atwood & Palmer Kansas City, Missouri	$150K	+$29.4K	3	0.03%	Increased
1570	PVH Psagot Value Holdings Tel Aviv, Israel	$148K	$0	1	0%	Maintained
1571	TSS Two Sigma Securities New York	$145K	+$161K	2	0.24%	New
1572	CAL Capital Advisors Ltd Shaker Heights, Ohio	$143K	$0	2	0.07%	Maintained
1573	SGAM Smith Group Asset Management Dallas, Texas	$142K	-$38.4K	1	0%	Reduced
1574	TF Tompkins Financial Ithaca, New York	$142K	-$101K	2	0.04%	Reduced
1575	CFA Carroll Financial Associates Charlotte, North Carolina	$138K	+$54.2K	7	0.03%	Increased