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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
1676	Gabelli & Co Investment Advisers Rye, New York	$636K	$0	1	0.08%	Maintained
1677	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$634K	-$8.18K	1	0.7%	Reduced
1678	1CM 1492 Capital Management Milwaukee, Wisconsin	$631K	+$617K	1	0.53%	New
1679	Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$630K	$0	2	0.32%	Maintained
1680	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$629K	-$1.16M	3	10.57%	Reduced
1681	Evermay Wealth Management Arlington, Virginia	$628K	-$7.62K	1	0.18%	Reduced
1682	LC LCNB Corp Lebanon, Ohio	$623K	+$19.5K	1	0.45%	Increased
1683	Tokio Marine Asset Management Tokyo, Japan	$622K	+$202K	2	0.12%	Increased
1684	Zhang Financial Portage, Michigan	$622K	+$229	1	0.27%	Increased
1685	HighPoint Advisor Group Downers Grove, Illinois	$616K	+$12.9K	2	0.15%	Increased
1686	BCM BBT Capital Management Fort Worth, Texas	$614K	+$226K	1	0.77%	Increased
1687	FPS Fieldpoint Private Securities Greenwich, Connecticut	$612K	-$173K	3	0.25%	Reduced
1688	TD Ameritrade Investment Management Omaha, Nebraska	$608K	+$149K	2	0.01%	Increased
1689	LI Lafayette Investments Ashton, Maryland	$606K	-$2.42M	1	0.22%	Reduced
1690	Valley Wealth Managers Paramus, New Jersey	$606K	-$238K	1	0.07%	Reduced
1691	DAM Diamant Asset Management Ridgefield, Connecticut	$605K	+$17.7K	1	0.61%	Increased
1692	Private Wealth Partners Mill Valley, California	$605K	+$297K	2	0.1%	Increased
1693	Giverny Capital Montreal, Quebec, Canada	$604K	$0	1	0.07%	Maintained
1694	Kovack Advisors Ft. Lauderdale, Florida	$603K	+$10.7K	1	0.15%	Increased
1695	Smith, Moore & Co Clayton, Missouri	$603K	-$28.6K	1	0.14%	Reduced
1696	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$600K	+$256K	1	0.18%	Increased
1697	HSA Hussman Strategic Advisors Ellicott City, Maryland	$595K	+$224K	1	0.15%	Increased
1698	Point72 Hong Kong Hong Kong	$588K	-$2.77M	9	0.23%	Reduced
1699	AW Alpha Windward Westwood, Massachusetts	$587K	+$446K	3	0.39%	Increased
1700	Cornerstone Advisors (Washington) Bellevue, Washington	$586K	+$123K	14	0.06%	Increased