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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	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$57K	$0	1	0.03%	Maintained
1552	FWM Focused Wealth Management Newburgh, New York	$56K	-$29.6K	4	0.03%	Reduced
1553	AP Advisors Preferred Rockville, Maryland	$52K	-$130K	3	0.06%	Reduced
1554	EP Edinburgh Partners Edinburgh, United Kingdom	$51K	-$122K	1	0.01%	Reduced
1555	NSIM North Star Investment Management Chicago, Illinois	$50K	+$1.99K	4	0.01%	Increased
1556	QAM QCI Asset Management Pittsford, New York	$49K	+$14.1K	2	0.01%	Increased
1557	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$49K	$0	2	0.03%	Maintained
1558	CFSG Community Financial Services Group Newport, Vermont	$47K	+$20.4K	4	0.02%	Increased
1559	CHP Cable Hill Partners Portland, Oregon	$46K	-$50.8K	5	0.04%	Reduced
1560	TSU TD Securities (USA) New York	$43K	-$32.1M	5	0.4%	Reduced
1561	GGHC Gilder Gagnon Howe & Co New York	$42K	+$561	1	0%	Increased
1562	PSC Prentiss Smith & Co Brattleboro, Vermont	$42K	+$7.38K	1	0.02%	Increased
1563	EIM Essex Investment Management Boston, Massachusetts	$41K	-$270K	1	0.01%	Reduced
1564	LFR Lehman Financial Resources Media, Pennsylvania	$41K	$0	1	0.02%	Maintained
1565	Waverly Advisors Birmingham, Alabama	$41K	+$11.2K	1	0.03%	Increased
1566	MCA Mercer Capital Advisers Little Silver, New Jersey	$40K	+$6.28K	1	0.04%	Increased
1567	CAL Capital Advisors Ltd Shaker Heights, Ohio	$38K	-$91.6K	1	0.02%	Reduced
1568	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$38K	+$11.6K	8	0.03%	Increased
1569	FMA FNY Managed Accounts New York	$37.8K	+$29.5K	2	0.11%	Increased
1570	MMG Monetary Management Group St Louis, Missouri	$34K	-$28.2K	1	0.02%	Reduced
1571	PFG Piershale Financial Group Barrington, Illinois	$33K	+$12.9K	3	0.03%	Increased
1572	Gradient Investments Arden Hills, Minnesota	$32K	-$3.19M	3	0%	Reduced
1573	FI FCM Investments Dallas, Texas	$31K	$0	1	0.02%	Maintained
1574	HMS Hanseatic Management Services Albuquerque, New Mexico	$31K	-$8.87K	3	0.01%	Reduced
1575	NCMG NCM Capital Management Group Durham, North Carolina	$31K	$0	1	0.38%	Maintained