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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
2301	GBA Garrison Bradford & Associates New York	$202K	-$77.3K	1	0.28%	Reduced
2302	HCM Howland Capital Management Boston, Massachusetts	$201K	+$200K	1	0.01%	New
2303	MKC M. Kraus & Co Shelburne, Vermont	$201K	+$199K	1	0.09%	New
2304	NFGCM Norman Fields Gottscho Capital Management New York	$201K	+$203K	1	0.1%	New
2305	Eagle Global Advisors Houston, Texas	$200K	+$198K	1	0.02%	New
2306	HMS Hanseatic Management Services Albuquerque, New Mexico	$199K	-$1.61M	4	0.45%	Reduced
2307	OMC Overbrook Management Corp New York	$199K	$0	1	0.05%	Maintained
2308	WCG Weaver Consulting Group Huntington Beach, California	$195K	-$9.58K	8	0.11%	Reduced
2309	Koshinski Asset Management Decatur, Illinois	$193K	$0	1	0.03%	Maintained
2310	BCM Birmingham Capital Management Birmingham, Alabama	$192K	-$11.9K	1	0.09%	Reduced
2311	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$192K	+$40	2	0.02%	Increased
2312	TFO Tarbox Family Office Newport Beach, California	$191K	-$17.6K	12	0.05%	Reduced
2313	VIMU Veritas Investment Management (UK) London, United Kingdom	$191K	$0	1	0.04%	Maintained
2314	CA Centerpoint Advisors Needham, Massachusetts	$188K	$0	2	0.14%	Maintained
2315	TF Tompkins Financial Ithaca, New York	$188K	+$16.4K	3	0.04%	Increased
2316	HCM Highlander Capital Management Short Hills, New Jersey	$185K	-$2.42K	1	0.11%	Reduced
2317	CCA Column Capital Advisors Indianapolis, Indiana	$183K	-$28.8K	6	0.06%	Reduced
2318	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$179K	+$2.16K	1	0.05%	Increased
2319	ACM Argyle Capital Management Center Valley, Pennsylvania	$177K	$0	1	0.07%	Maintained
2320	ASW Astoria Strategic Wealth Conroe, Texas	$177K	$0	1	0.1%	Maintained
2321	FMP Financial Management Professionals Austin, Texas	$177K	+$6.4K	7	0.06%	Increased
2322	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$176K	+$107	2	0.11%	Increased
2323	WC Wexford Capital West Palm Beach, Florida	$176K	-$8.06M	1	0.05%	Reduced
2324	LWA Lenox Wealth Advisors New York	$174K	+$29.3K	5	0.03%	Increased
2325	WB Webster Bank Waterbury, Connecticut	$171K	$0	4	0.02%	Maintained