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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
1601	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$69K	-$10.9M	1	0%	Reduced
1602	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$69K	+$71.3K	1	0.02%	New
1603	TCI Wealth Advisors Tucson, Arizona	$69K	-$39.3K	3	0.04%	Reduced
1604	MWAN Mariner Wealth Advisors (NYC) Overland Park, Kansas	$68K	+$69K	5	0.03%	New
1605	NSIM North Star Investment Management Chicago, Illinois	$66K	+$11.9K	4	0.01%	Increased
1606	CBT Central Bank & Trust Lexington, Kentucky	$64K	+$60.2K	2	0.02%	Increased
1607	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$62K	+$29.2K	2	0.04%	Increased
1608	BAM Bruderman Asset Management Locust Valley, New York	$61K	+$61.6K	3	0.02%	New
1609	IWC Integrated Wealth Counsel Carmel, California	$61K	$0	1	0.08%	Maintained
1610	CHC City Holding Co Charleston, West Virginia	$60K	+$226	2	0.03%	Increased
1611	CYG Clean Yield Group Norwich, Vermont	$56K	+$55.8K	3	0.02%	New
1612	Pathstone Family Office Englewood, New Jersey	$56K	$0	1	0.09%	Maintained
1613	LFR Lehman Financial Resources Media, Pennsylvania	$54K	+$20.4K	1	0.02%	Increased
1614	GGHC Gilder Gagnon Howe & Co New York	$53K	+$512	1	0%	Increased
1615	SCM Seamans Capital Management Boston, Massachusetts	$51K	-$1.81M	1	0.12%	Reduced
1616	AWS Aris Wealth Services State College, Pennsylvania	$49K	+$50.3K	2	0.05%	New
1617	PSC Prentiss Smith & Co Brattleboro, Vermont	$48K	-$192K	1	0.02%	Reduced
1618	CFA Camarda Financial Advisors Fleming Island, Florida	$47K	+$13.7K	1	0.03%	Increased
1619	RCM Rotella Capital Management Bellevue, Washington	$47K	-$196K	1	0.04%	Reduced
1620	QAM QCI Asset Management Pittsford, New York	$46K	$0	2	0.01%	Maintained
1621	ED Exane Derivatives Paris, France	$45.9K	-$82.2K	2	0.01%	Reduced
1622	FNYS First New York Securities New York	$41.5K	-$237K	1	0.04%	Reduced
1623	FI FCM Investments Dallas, Texas	$41K	$0	1	0.02%	Maintained
1624	MCA Mercer Capital Advisers Little Silver, New Jersey	$41K	$0	1	0.04%	Maintained
1625	BOK Bank of Kentucky Crestview Hills,, Kentucky	$40K	$0	1	0.01%	Maintained