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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
1701	MCA Mercer Capital Advisers Little Silver, New Jersey	$53K	+$58	1	0.04%	Increased
1702	CAL Capital Advisors Ltd Shaker Heights, Ohio	$49K	$0	1	0.02%	Maintained
1703	HPBT High Point Bank & Trust High Point, North Carolina	$49K	$0	1	0.02%	Maintained
1704	PSC Prentiss Smith & Co Brattleboro, Vermont	$47K	$0	1	0.03%	Maintained
1705	WA WealthTrust-Arizona Scottsdale, Arizona	$47K	+$13.3K	3	0.03%	Increased
1706	Empirical Finance Havertown, Pennsylvania	$45K	+$40.7K	5	0.03%	New
1707	GWA Guidant Wealth Advisors Palatine, Illinois	$45K	$0	1	0.03%	Maintained
1708	SIG Stanford Investment Group Mountain View, California	$44K	-$21.8K	2	0.02%	Reduced
1709	Steward Partners Investment Advisory New York	$44K	+$42.3K	2	0.02%	New
1710	RFM Royal Fund Management Lady Lake, Florida	$43K	+$44.5K	1	0.02%	New
1711	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$43K	-$1.17K	2	0.07%	Reduced
1712	CHP Cable Hill Partners Portland, Oregon	$40K	-$18K	4	0.02%	Reduced
1713	CIM Contravisory Investment Management Norwell, Massachusetts	$40K	+$9.79K	4	0.01%	Increased
1714	AIP Ahrens Investment Partners Lafayette, Louisiana	$38K	+$70K	1	0.02%	New
1715	CJA C-J Advisory San Jose, California	$38K	+$3.21K	1	0.03%	Increased
1716	Avior Wealth Management Omaha, Nebraska	$36K	+$3.02K	2	0.01%	Increased
1717	FCB First Command Bank Fort Worth, Texas	$34K	+$32.5K	1	0.03%	New
1718	FCFS First Command Financial Services Fort Worth, Texas	$34K	+$32.5K	1	0.03%	New
1719	Hillsdale Investment Management Toronto, Ontario, Canada	$34K	-$1.22M	3	0.01%	Reduced
1720	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$33K	-$93.3K	2	0%	Reduced
1721	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$31K	+$173	2	0.03%	Increased
1722	RBC Roble Belko & Company Sewickley, Pennsylvania	$31K	-$5.31K	2	0.02%	Reduced
1723	LYV Live Your Vision West Conshohocken, Pennsylvania	$30K	$0	1	0.01%	Maintained
1724	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$29K	+$28.3K	2	0.01%	New
1725	LJHT Laurie J. Hall Trustee	$29K	+$27.5K	2	0.02%	New