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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	VCM Vigilant Capital Management Portland, Maine	$103K	-$5.23M	2	0.02%	Reduced
1602	IIM Ipswich Investment Management Beverly, Massachusetts	$102K	+$95K	2	0.05%	New
1603	NYLT New York Life Trust New York	$101K	+$32K	3	0.44%	Increased
1604	BAM Barrett Asset Management New York	$93K	$0	1	0.01%	Maintained
1605	Klingman & Associates New York	$92K	-$258K	2	0.03%	Reduced
1606	NSIM North Star Investment Management Chicago, Illinois	$88K	+$44.1K	4	0.02%	Increased
1607	IPC Independent Portfolio Consultants Boca Raton, Florida	$85K	-$88.8K	2	0.02%	Reduced
1608	MCM MV Capital Management Bethesda, Maryland	$83K	$0	2	0.03%	Maintained
1609	GWS Glassman Wealth Services Vienna, Virginia	$82K	+$11.1K	4	0.07%	Increased
1610	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$81K	-$100K	1	0.03%	Reduced
1611	GAM Gemmer Asset Management Walnut Creek, California	$81K	-$22.9K	6	0.05%	Reduced
1612	BWA Burt Wealth Advisors North Bethesda, Maryland	$79K	-$1.31K	6	0.07%	Reduced
1613	CPA Cowen Prime Advisors New York	$74K	$0	1	0.03%	Maintained
1614	CHP Cable Hill Partners Portland, Oregon	$73K	+$27.7K	3	0.05%	Increased
1615	FWM Focused Wealth Management Newburgh, New York	$67K	+$103	4	0.04%	Increased
1616	TCI Wealth Advisors Tucson, Arizona	$67K	-$9.38K	6	0.04%	Reduced
1617	GGHC Gilder Gagnon Howe & Co New York	$65K	+$3.78K	1	0%	Increased
1618	PCP Proficio Capital Partners Newton, Massachusetts	$64K	+$28K	8	0.05%	Increased
1619	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$64K	$0	1	0.03%	Maintained
1620	EP Edinburgh Partners Edinburgh, United Kingdom	$63K	$0	1	0.01%	Maintained
1621	LWM LBA Wealth Management Jacksonville, Florida	$57K	+$10.7K	2	0.03%	Increased
1622	RFA Reilly Financial Advisors La Mesa, California	$57K	+$10.9K	1	0.01%	Increased
1623	DR Davis Rea Toronto, Ontario, Canada	$51K	+$508K	1	0.04%	Increased
1624	AA AlphaMark Advisors Ft. Wright, Kentucky	$49K	+$44.6K	1	0.03%	New
1625	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$47K	-$241K	1	0.01%	Reduced