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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
1626	TIM Tortoise Investment Management White Plains, New York	$66K	+$53K	2	0.03%	Increased
1627	IWC Integrated Wealth Counsel Carmel, California	$63K	$0	1	0.08%	Maintained
1628	CHC City Holding Co Charleston, West Virginia	$58K	+$42K	2	0.03%	Increased
1629	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$58K	+$10.5K	3	0.01%	Increased
1630	NSIM North Star Investment Management Chicago, Illinois	$58K	+$30K	3	0.01%	Increased
1631	Pathstone Family Office Englewood, New Jersey	$58K	-$15K	1	0.2%	Reduced
1632	DA Denali Advisors San Diego, California	$57K	$0	1	0.02%	Maintained
1633	GGHC Gilder Gagnon Howe & Co New York	$53K	+$7.47K	1	0%	Increased
1634	IC Intersect Capital San Ramon, California	$49K	+$48.5K	3	0.04%	New
1635	ACM Americafirst Capital Management Roseville, California	$49K	-$134K	1	0.02%	Reduced
1636	QAM QCI Asset Management Pittsford, New York	$47K	+$17.9K	2	0.01%	Increased
1637	MCA Mercer Capital Advisers Little Silver, New Jersey	$43K	+$46.1K	1	0.04%	New
1638	AIM Advantage Investment Management Cedar Rapids, Iowa	$41K	+$41.1K	4	0.03%	New
1639	BOK Bank of Kentucky Crestview Hills,, Kentucky	$41K	$0	1	0.01%	Maintained
1640	FI FCM Investments Dallas, Texas	$41K	$0	1	0.02%	Maintained
1641	CCS Crosspoint Capital Strategies Orinda, California	$40K	$0	3	0.01%	Maintained
1642	NCMG NCM Capital Management Group Durham, North Carolina	$39K	$0	1	0.44%	Maintained
1643	TFA Transamerica Financial Advisors St. Petersburg, Florida	$39K	+$35	3	0%	Increased
1644	WSCM Wellington Shields Capital Management New York	$38K	-$603K	1	0.01%	Reduced
1645	Waverly Advisors Birmingham, Alabama	$37K	+$1.7K	2	0.02%	Increased
1646	LFR Lehman Financial Resources Media, Pennsylvania	$34K	-$19.8K	1	0.02%	Reduced
1647	RA Rational Advisors Huntington, New York	$34K	+$32.7K	3	0.01%	New
1648	VNA Valley National Advisers Bethlehem, Pennsylvania	$34K	+$29.3K	2	0.03%	New
1649	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$32K	+$30.9K	1	0.02%	New
1650	CFA Camarda Financial Advisors Fleming Island, Florida	$31K	+$27.9K	1	0.02%	New