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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	BAM Bruderman Asset Management Locust Valley, New York	$48K	-$13.4K	2	0.02%	Reduced
1602	MCA Mercer Capital Advisers Little Silver, New Jersey	$43K	$0	1	0.04%	Maintained
1603	PSC Prentiss Smith & Co Brattleboro, Vermont	$43K	$0	1	0.02%	Maintained
1604	ACP Arcus Capital Partners Atlanta, Georgia	$41K	+$43.6K	1	0.03%	New
1605	AIA Allegis Investment Advisors Idaho Falls, Idaho	$40K	+$39.8K	6	0.02%	New
1606	HA Harfst & Associates Sheridan, Wyoming	$39K	+$37.1K	2	0.02%	Increased
1607	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$39K	+$29.8K	1	0.04%	New
1608	CAL Capital Advisors Ltd Shaker Heights, Ohio	$38K	$0	1	0.02%	Maintained
1609	NSIM North Star Investment Management Chicago, Illinois	$38K	-$8K	2	0.01%	Reduced
1610	PFG Piershale Financial Group Barrington, Illinois	$38K	+$292	3	0.02%	Increased
1611	LWM LBA Wealth Management Jacksonville, Florida	$37K	+$9.91K	1	0.02%	Increased
1612	RFA Reilly Financial Advisors La Mesa, California	$37K	-$85K	2	0.01%	Reduced
1613	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$36K	-$100K	1	0.01%	Reduced
1614	CHP Cable Hill Partners Portland, Oregon	$35K	-$8.83K	4	0.02%	Reduced
1615	NCMG NCM Capital Management Group Durham, North Carolina	$34K	$0	1	0.4%	Maintained
1616	MassMutual Private Wealth & Trust Windsor, Connecticut	$30.2K	-$713K	3	0%	Reduced
1617	DSI Daiwa SB Investments Tokyo, Japan	$30K	-$149K	1	0.01%	Reduced
1618	PCP Proficio Capital Partners Newton, Massachusetts	$30K	+$31K	6	0.03%	New
1619	SAM Solaris Asset Management New York	$30K	+$29.2K	1	0.02%	New
1620	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$26K	+$27.1K	1	0.03%	New
1621	Avior Wealth Management Omaha, Nebraska	$23K	+$876	2	0.01%	Increased
1622	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$22.1K	$0	2	0.01%	Maintained
1623	Country Trust Bank Bloomington, Illinois	$21K	$0	1	0%	Maintained
1624	AIM Advantage Investment Management Cedar Rapids, Iowa	$19K	$0	2	0.01%	Maintained
1625	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$19K	+$19.5K	1	0.01%	New