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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
1751	BFO Boston Family Office Boston, Massachusetts	$309K	$0	1	0.04%	Maintained
1752	EC EMS Capital New York	$309K	-$503K	1	0.03%	Reduced
1753	FM Family Management New York	$309K	-$107K	1	0.23%	Reduced
1754	B Brightworth Atlanta, Georgia	$308K	+$308K	1	0.07%	New
1755	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$307K	$0	1	0.08%	Maintained
1756	Evergreen Capital Management Bellevue, Washington	$305K	+$305K	1	0.03%	New
1757	MAM Mastrapasqua Asset Management Nashville, Tennessee	$305K	+$8.59K	1	0.06%	Increased
1758	TDC Thompson Davis & Co Richmond, Virginia	$304K	+$77.9K	5	0.8%	Increased
1759	TF Tompkins Financial Ithaca, New York	$304K	$0	2	0.07%	Maintained
1760	CA Capital Advantage Walnut Creek, California	$303K	-$20.6K	1	0.07%	Reduced
1761	OneDigital Investment Advisors Overland Park, Kansas	$303K	+$9.47K	9	0.07%	Increased
1762	MFAM Motley Fool Asset Management Alexandria, Virginia	$302K	+$304K	1	0.04%	New
1763	PFA Pathway Financial Advisors South Burlington, Vermont	$300K	+$5.22K	4	0.18%	Increased
1764	LA LVW Advisors Pittsford, New York	$297K	+$38.1K	1	0.09%	Increased
1765	BOS Bingham Osborn & Scarborough San Francisco, California	$296K	$0	1	0.03%	Maintained
1766	CPA Clear Perspective Advisors Aurora, Illinois	$296K	$0	3	0.22%	Maintained
1767	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$296K	$0	2	0.05%	Maintained
1768	Hills Bank & Trust North Liberty, Iowa	$296K	-$75.9K	1	0.09%	Reduced
1769	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$295K	+$246	2	0.22%	Increased
1770	RFA Reilly Financial Advisors La Mesa, California	$290K	+$55.6K	7	0.04%	Increased
1771	GCC Game Creek Capital Boston, Massachusetts	$288K	+$295K	1	0.13%	New
1772	DIM DC Investments Management Mclean, Virginia	$287K	+$42.2K	1	0.19%	Increased
1773	PM Parametrica Management Wanchai, Hong Kong	$287K	-$1.55M	1	0.35%	Reduced
1774	CIS Connors Investor Services Wyomissing, Pennsylvania	$286K	-$172K	1	0.04%	Reduced
1775	TIA Tiemann Investment Advisors Menlo Park, California	$286K	+$286K	1	0.23%	New