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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
1976	FCG Fielder Capital Group Nashville, Tennessee	$7.96M	+$380K	7	1.72%	Increased
1977	CFM Compass Financial Management Tampa, Florida	$7.96M	+$7.8M	21	0.96%	New
1978	JCM Jacobi Capital Management Pittston, Pennsylvania	$7.95M	+$97.8K	10	0.39%	Increased
1979	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$7.93M	+$127K	3	1.13%	Increased
1980	DAC Dutch Asset Corp Selkirk, New York	$7.93M	+$227K	5	3.94%	Increased
1981	ES Eagle Strategies New York	$7.92M	+$129K	2	0.79%	Increased
1982	SCM Sandler Capital Management New York	$7.9M	-$3.15M	5	3.92%	Reduced
1983	NL NVWM LLC Yardley, Pennsylvania	$7.87M	+$723K	11	1.59%	Increased
1984	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$7.86M	+$1.64M	9	0.49%	Increased
1985	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$7.86M	-$184K	3	1.48%	Reduced
1986	JGUA John G. Ullman & Associates Corning, New York	$7.85M	-$3.32M	1	0.95%	Reduced
1987	Capital Wealth Planning Naples, Florida	$7.83M	-$167K	1	0.04%	Reduced
1988	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$7.78M	+$621K	3	0.66%	Increased
1989	SFGP Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania	$7.77M	-$1.47M	1	0.59%	Reduced
1990	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$7.74M	+$807K	9	0.35%	Increased
1991	ACM Alpha Capital Management Austin, Texas	$7.73M	+$3M	3	1%	Increased
1992	VCM Virtue Capital Management Brentwood, Tennessee	$7.73M	+$5.56M	5	1.03%	Increased
1993	KCM Kathmere Capital Management Wayne, Pennsylvania	$7.73M	+$465K	12	0.41%	Increased
1994	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$7.71M	-$2.92M	2	0.32%	Reduced
1995	LSWM Lorne Steinberg Wealth Management Montreal, Quebec, Canada	$7.7M	+$879K	1	1.58%	Increased
1996	BHA Beech Hill Advisors New York	$7.7M	-$266K	2	3.4%	Reduced
1997	FIC FCG Investment Company Germantown, Tennessee	$7.66M	+$5.04M	4	2.65%	Increased
1998	FIA FNY Investment Advisers New York	$7.66M	+$3.16M	16	2.75%	Increased
1999	Simplicity Wealth Summit, New Jersey	$7.65M	+$1.64M	12	0.26%	Increased
2000	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$7.64M	+$350K	4	3.62%	Increased