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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	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$133K	-$42.9K	2	0.01%	Reduced
1652	AW Alpha Windward Westwood, Massachusetts	$129K	-$512K	4	0.08%	Reduced
1653	CHC City Holding Co Charleston, West Virginia	$127K	+$252	3	0.05%	Increased
1654	FA Friess Associates Greenville, Delaware	$127K	-$7.7M	1	0.01%	Reduced
1655	GAM Gemmer Asset Management Walnut Creek, California	$126K	+$12.7K	8	0.06%	Increased
1656	CB Community Bank Dewitt, New York	$123K	-$78.7K	4	0.03%	Reduced
1657	WIM Westside Investment Management Santa Monica, California	$121K	+$116K	3	0.08%	New
1658	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$118K	+$117K	1	0.03%	New
1659	BCM Basso Capital Management Stamford, Connecticut	$115K	+$135K	1	0.02%	New
1660	RFA Reilly Financial Advisors La Mesa, California	$114K	-$2.99K	5	0.02%	Reduced
1661	KPCM Kings Point Capital Management Great Neck, New York	$113K	$0	1	0.03%	Maintained
1662	FWM Focused Wealth Management Newburgh, New York	$109K	+$39K	4	0.05%	Increased
1663	ECM Elgethun Capital Management Sioux Falls, South Dakota	$108K	+$105K	1	0.08%	New
1664	AC Alexandria Capital Arlington, Virginia	$107K	-$80.3K	4	0.03%	Reduced
1665	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$107K	+$22.2K	1	0.06%	Increased
1666	LWM Lenox Wealth Management Cincinnati, Ohio	$106K	-$13.9K	2	0.08%	Reduced
1667	Arax Advisory Partners Denver, Colorado	$103K	+$103K	5	0.05%	New
1668	BTIS BB&T Investment Services Charlotte, North Carolina	$103K	+$101K	7	0.08%	New
1669	GWS Glassman Wealth Services Vienna, Virginia	$102K	+$29.5K	4	0.07%	Increased
1670	MCM MV Capital Management Bethesda, Maryland	$102K	+$922	3	0.04%	Increased
1671	TF Tompkins Financial Ithaca, New York	$100K	+$94.4K	1	0.03%	New
1672	CPA Cowen Prime Advisors New York	$97K	$0	1	0.05%	Maintained
1673	SNT Security National Trust Wheeling, West Virginia	$97K	-$9.56K	1	0.03%	Reduced
1674	TCI Wealth Advisors Tucson, Arizona	$96K	+$2.93K	8	0.05%	Increased
1675	ICM Ionic Capital Management New York	$94K	+$110K	1	0.01%	New