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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
1876	JFA JNBA Financial Advisors Bloomington, Minnesota	$172K	+$25.1K	6	0.04%	Increased
1877	Peconic Partners New York	$172K	+$162K	1	0.03%	New
1878	AC Avestar Capital New York	$166K	+$33.2K	15	0.1%	Increased
1879	CB Community Bank Dewitt, New York	$165K	-$13.8K	4	0.03%	Reduced
1880	GFP Gryphon Financial Partners Columbus, Ohio	$164K	-$7.13K	10	0.07%	Reduced
1881	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$161K	-$18.2K	6	0.07%	Reduced
1882	VIMU Veritas Investment Management (UK) London, United Kingdom	$154K	$0	1	0.05%	Maintained
1883	Prime Capital Investment Advisors Overland Park, Kansas	$153K	-$239K	2	0.06%	Reduced
1884	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$151K	-$16.1K	4	0.15%	Reduced
1885	ADL Asset Dedication LLC San Francisco, California	$149K	+$131	3	0.05%	Increased
1886	MCM McKinley Capital Management Anchorage, Alaska	$149K	-$1.33M	1	0.01%	Reduced
1887	RA Rational Advisors Huntington, New York	$149K	-$45.3K	2	0.07%	Reduced
1888	FIB First Interstate Bank Billings, Montana	$146K	-$14.7K	5	0.03%	Reduced
1889	IP Isthmus Partners Madison, Wisconsin	$146K	-$36.4K	1	0.04%	Reduced
1890	Nuveen Fund Advisors Chicago, Illinois	$146K	-$430K	1	0.18%	Reduced
1891	FC Ferris Capital Marlborough, Massachusetts	$145K	-$767K	7	0.06%	Reduced
1892	SFM Signet Financial Management Parsippany, New Jersey	$142K	+$3.89K	5	0.03%	Increased
1893	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$141K	+$134K	1	0.01%	New
1894	SCP Syntal Capital Partners Midland, Texas	$141K	$0	1	0.05%	Maintained
1895	CHC City Holding Co Charleston, West Virginia	$140K	-$4.08K	3	0.04%	Reduced
1896	BCA Bay Colony Advisors Concord, Massachusetts	$139K	+$143K	5	0.1%	New
1897	TCM Tradewinds Capital Management Bellingham, Washington	$139K	-$41.2K	4	0.06%	Reduced
1898	AF Arrow Financial Glens Falls, New York	$138K	-$9.05K	2	0.03%	Reduced
1899	MCM MV Capital Management Bethesda, Maryland	$137K	$0	4	0.04%	Maintained
1900	TFA Toth Financial Advisory Leesburg, Virginia	$135K	-$119K	2	0.03%	Reduced