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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
2551	AC Arjuna Capital Durham, North Carolina	$267K	+$97.5K	1	0.13%	Increased
2552	MFC Mechanics Financial Corp Mansfield, Ohio	$267K	$0	1	0.17%	Maintained
2553	GAG GM Advisory Group Melville, New York	$266K	-$2.73K	1	0.03%	Reduced
2554	MA Modus Advisors Excelsior, Minnesota	$266K	-$221K	1	0.14%	Reduced
2555	ALAM Asahi Life Asset Management Tokyo, Japan	$265K	+$324K	1	0.08%	New
2556	PFM Premier Fund Managers Guildford, United Kingdom	$265K	-$2.29M	1	0.02%	Reduced
2557	RCM Requisite Capital Management Dallas, Texas	$265K	+$41.6K	2	0.09%	Increased
2558	CA Cornerstone Advisory Hunt Valley, Maryland	$264K	$0	1	0.06%	Maintained
2559	CC Courier Capital Buffalo, New York	$264K	$0	1	0.03%	Maintained
2560	ER Enlightenment Research Miami, Florida	$264K	+$322K	1	0.58%	New
2561	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$264K	+$1.4K	1	0.15%	Increased
2562	FFMBT First Farmers & Merchants Bank Trust Columbia, Tennessee	$263K	$0	1	0.35%	Maintained
2563	AMBIA Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$263K	+$505	1	0.07%	Increased
2564	Pure Financial Advisors San Diego, California	$262K	$0	1	0.02%	Maintained
2565	SCM Spreng Capital Management Bucyrus, Ohio	$261K	$0	1	0.23%	Maintained
2566	TL Tradewinds LLC Raleigh, North Carolina	$261K	-$205K	1	0.19%	Reduced
2567	WDA Wendell David Associates Portsmouth, New Hampshire	$261K	$0	1	0.04%	Maintained
2568	APG Abacus Planning Group Columbia, South Carolina	$260K	+$588	1	0.08%	Increased
2569	KWM Keebeck Wealth Management Chicago, Illinois	$260K	-$363K	1	0.05%	Reduced
2570	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$258K	+$24.9K	1	0.11%	Increased
2571	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$257K	+$304K	3	1.78%	New
2572	LHC Little House Capital Braintree, Massachusetts	$257K	+$7K	1	0.14%	Increased
2573	FWM Focused Wealth Management Newburgh, New York	$255K	+$804	6	0.05%	Increased
2574	KP Keel Point Huntsville, Alabama	$255K	-$202K	1	0.04%	Reduced
2575	RCG Rock Creek Group Washington, District of Columbia	$255K	-$18.8K	1	0.03%	Reduced