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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
1576	JIC Joel Isaacson & Co New York	$196K	+$12.7K	3	0.05%	Increased
1577	RegentAtlantic Capital Morristown, New Jersey	$194K	+$194K	6	0.02%	New
1578	EEG E.E. Geduld	$193K	$0	1	0.1%	Maintained
1579	KFS Kurt F. Somerville	$191K	+$185K	1	0.05%	New
1580	MIC MU Investments Company Tokyo, Japan	$188K	$0	2	0.08%	Maintained
1581	SGAM Smith Group Asset Management Dallas, Texas	$188K	$0	1	0.01%	Maintained
1582	Brinker Capital Investments Berwyn, Pennsylvania	$184K	+$165K	2	0.01%	Increased
1583	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$183K	+$172K	1	0.09%	New
1584	FA Friess Associates Greenville, Delaware	$183K	$0	2	0.01%	Maintained
1585	RIA Regal Investment Advisors Kentwood, Michigan	$178K	-$24.4K	3	0.05%	Reduced
1586	NCA NCM Capital Advisers Durham, North Carolina	$177K	$0	1	0.25%	Maintained
1587	MPAM Monarch Partners Asset Management Boston, Massachusetts	$174K	+$153K	1	0.04%	New
1588	PVH Psagot Value Holdings Tel Aviv, Israel	$172K	-$89K	1	0.01%	Reduced
1589	CAL Capital Advisors Ltd Shaker Heights, Ohio	$169K	-$9.69K	2	0.09%	Reduced
1590	EP Edinburgh Partners Edinburgh, United Kingdom	$161K	+$111K	2	0.02%	Increased
1591	AP Advisors Preferred Rockville, Maryland	$159K	+$150K	1	0.07%	New
1592	BAM Brave Asset Management Summit, New Jersey	$158K	$0	2	0.11%	Maintained
1593	F FolioMetrix Omaha, Nebraska	$158K	+$150K	1	0.11%	New
1594	FWM Focused Wealth Management Newburgh, New York	$154K	-$28.8K	5	0.11%	Reduced
1595	CPA Cowen Prime Advisors New York	$151K	$0	1	0.06%	Maintained
1596	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$146K	-$134K	1	0.04%	Reduced
1597	SC SRB Corp Boston, Massachusetts	$146K	+$10K	1	0.02%	Increased
1598	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$145K	+$148K	3	0.03%	Increased
1599	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$143K	-$4.92K	9	0.09%	Reduced
1600	PSC Piper Sandler & Co Minneapolis, Minnesota	$140K	+$131K	1	0.07%	New