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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
2476	ASFA All Season Financial Advisors Denver, Colorado	$317K	+$14.6K	1	0.34%	Increased
2477	LIM Loudon Investment Management West Lebanon, New Hampshire	$317K	+$33.7K	1	0.25%	Increased
2478	DA DCM Advisors New York	$316K	+$100K	1	0.16%	Increased
2479	ACM Argyle Capital Management Center Valley, Pennsylvania	$316K	$0	1	0.12%	Maintained
2480	Simon Quick Advisors Morristown, New Jersey	$315K	+$364K	1	0.04%	New
2481	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$314K	+$75.4K	1	0.12%	Increased
2482	AGP Autumn Glory Partners Dallas, Texas	$313K	+$126K	1	0.21%	Increased
2483	QF QVT Financial New York	$313K	$0	1	0.02%	Maintained
2484	FB First Bancorp Damariscotta, Maine	$312K	$0	1	0.28%	Maintained
2485	GCM Gibraltar Capital Management Tulsa, Oklahoma	$312K	$0	1	0.16%	Maintained
2486	WW Westshore Wealth Newport Beach, California	$312K	-$14K	1	0.21%	Reduced
2487	PB Pinnacle Bancorp Beatrice, Nebraska	$311K	-$8.33K	8	0.13%	Reduced
2488	AC Abbrea Capital Greenbrae, California	$310K	-$389K	1	0.06%	Reduced
2489	AWM Aries Wealth Management Portland, Maine	$310K	+$58.3K	1	0.14%	Increased
2490	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$308K	+$40.4K	1	0.06%	Increased
2491	BFG Barber Financial Group Lenexa, Kansas	$307K	$0	1	0.09%	Maintained
2492	PSF Pacific Sun Financial Los Angeles, California	$307K	+$151K	1	0.22%	Increased
2493	BCAM Boston Common Asset Management Boston, Massachusetts	$306K	-$11.5M	1	0.02%	Reduced
2494	IWA Intercontinental Wealth Advisors San Antonio, Texas	$305K	+$1.06K	1	0.1%	Increased
2495	KWMG King Wealth Management Group Naples, Florida	$305K	$0	1	0.08%	Maintained
2496	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$304K	-$64.4K	1	0.4%	Reduced
2497	CCM Canal Capital Management Richmond, Virginia	$303K	+$139K	1	0.09%	Increased
2498	MIG Mariner Investment Group Harrison, New York	$302K	-$13.9K	1	0.34%	Reduced
2499	FFG Frisch Financial Group Melville, New York	$301K	+$1.06K	1	0.13%	Increased
2500	BMCM Burns Matteson Capital Management Corning, New York	$300K	+$3.64K	1	0.22%	Increased