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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
1926	FCA FinTrust Capital Advisors Greenville, South Carolina	$267K	-$66.1K	10	0.11%	Reduced
1927	Integrated Wealth Concepts Waltham, Massachusetts	$267K	+$253K	1	0.05%	New
1928	JSL JT Stratford LLC Gainesville, Georgia	$267K	+$266K	1	0.15%	New
1929	TCM Tradition Capital Management Summit, New Jersey	$267K	$0	1	0.07%	Maintained
1930	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$266K	+$245K	1	0.21%	New
1931	RR Robotti Robert	$265K	$0	1	0.09%	Maintained
1932	HR Hayden Royal Charlotte, North Carolina	$263K	+$223K	1	0.34%	New
1933	ACP Arcus Capital Partners Atlanta, Georgia	$262K	-$98.8K	1	0.1%	Reduced
1934	NIM Northeast Investment Management Boston, Massachusetts	$261K	$0	1	0.02%	Maintained
1935	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$260K	$0	1	0.09%	Maintained
1936	Dakota Wealth Management Palm Beach Gardens, Florida	$257K	-$515K	1	0.05%	Reduced
1937	KFS Kurt F. Somerville	$257K	+$237K	1	0.05%	New
1938	MA MONECO Advisors Fairfield, Connecticut	$257K	+$243K	1	0.21%	New
1939	BOS Bingham Osborn & Scarborough San Francisco, California	$256K	+$236K	1	0.02%	New
1940	CI Chartist Inc Seal Beach, California	$255K	+$229K	1	0.21%	New
1941	IDBONY Israel Discount Bank of New York New York	$255K	-$1.46K	4	0.17%	Reduced
1942	Krilogy Financial St. Louis, Missouri	$255K	$0	1	0.05%	Maintained
1943	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$254K	$0	1	0.23%	Maintained
1944	AWA ARS Wealth Advisors St. Petersburg, Florida	$253K	+$240K	1	0.08%	New
1945	Palisade Capital Management Fort Lee, New Jersey	$253K	+$3.37K	1	0.01%	Increased
1946	FHA Flagship Harbor Advisors Boston, Massachusetts	$252K	+$11.1K	10	0.05%	Increased
1947	MMG Monetary Management Group St Louis, Missouri	$252K	$0	2	0.1%	Maintained
1948	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$252K	+$252K	1	0.02%	New
1949	CA Cortland Associates St Louis, Missouri	$251K	$0	1	0.04%	Maintained
1950	OWA One Wealth Advisors San Francisco, California	$250K	+$248K	5	0.2%	New