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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
1651	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$17.2K	-$1.13M	1	0.06%	Reduced
1652	CIM Contravisory Investment Management Norwell, Massachusetts	$17K	+$17.8K	1	0%	New
1653	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$17K	-$1.63K	2	0.01%	Reduced
1654	CWM Catamount Wealth Management Westport, Connecticut	$16K	+$16.4K	1	0.01%	New
1655	FA Financial Advantage Columbia, Maryland	$16K	$0	1	0.02%	Maintained
1656	KCM Karp Capital Management Sausalito, California	$16K	$0	1	0.01%	Maintained
1657	Element Capital Management New York	$14.8K	+$16.3K	1	0.01%	New
1658	GWA Genesis Wealth Advisors Braintree, Massachusetts	$14K	$0	2	0.01%	Maintained
1659	TIM Tortoise Investment Management White Plains, New York	$14K	+$670	2	0.01%	Increased
1660	FCT Family Capital Trust Peabody, Massachusetts	$13K	+$13.7K	1	0.01%	New
1661	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$13K	$0	1	0.04%	Maintained
1662	MBT Monroe Bank & Trust Monroe, Michigan	$13K	$0	1	0%	Maintained
1663	SCM Segantii Capital Management Hong Kong	$13K	+$12.9K	1	0.01%	New
1664	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$12K	+$13K	2	0%	New
1665	WA WealthTrust-Arizona Scottsdale, Arizona	$12K	+$179	1	0.01%	Increased
1666	CCS Crosspoint Capital Strategies Orinda, California	$11K	+$10.3K	1	0%	New
1667	PHK Point72 Hong Kong Hong Kong	$11K	-$90.5K	1	0.02%	Reduced
1668	TFO Tarbox Family Office Newport Beach, California	$11K	$0	4	0.01%	Maintained
1669	LAIC Lederer & Associates Investment Counsel Long Beach, California	$10K	$0	1	0.01%	Maintained
1670	WCM Wealthcare Capital Management Richmond, Virginia	$10K	-$70K	4	0%	Reduced
1671	DOA D'Orazio & Associates Falls Church, Virginia	$9K	$0	1	0.01%	Maintained
1672	VIA Vantage Investment Advisors State College, Pennsylvania	$9K	-$9.6K	1	0.01%	Reduced
1673	FMA FNY Managed Accounts New York	$8.16K	-$13K	1	0.01%	Reduced
1674	IWC Integrated Wealth Counsel Carmel, California	$7K	-$54.4K	1	0.01%	Reduced
1675	LWA Lenox Wealth Advisors New York	$7K	$0	2	0%	Maintained