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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
2576	GGS Galvin Gaustad & Stein Scottsdale, Arizona	$230K	-$1.13K	1	0.02%	Reduced
2577	LI Lafayette Investments Ashton, Maryland	$230K	+$231K	1	0.06%	New
2578	MCC Malaga Cove Capital Pv Estates, California	$229K	$0	1	0.1%	Maintained
2579	MA MJP Associates Farmington, Connecticut	$229K	+$212K	1	0.08%	New
2580	TFO Tarbox Family Office Newport Beach, California	$229K	+$5.15K	10	0.04%	Increased
2581	JIC Joel Isaacson & Co New York	$228K	+$213K	1	0.02%	New
2582	PPW Parcion Private Wealth Bellevue, Washington	$228K	$0	1	0.02%	Maintained
2583	BDFN Bond & Devick Financial Network St. Louis Park, Minnesota	$227K	$0	1	0.19%	Maintained
2584	CA Centerpoint Advisors Needham, Massachusetts	$227K	-$352	3	0.11%	Reduced
2585	ACP Aviance Capital Partners Naples, Florida	$226K	$0	1	0.04%	Maintained
2586	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$226K	-$2.04M	1	0.01%	Reduced
2587	CWM Cedar Wealth Management Walnut Creek, California	$226K	+$221K	1	0.1%	New
2588	MCM McRae Capital Management Morristown, New Jersey	$226K	+$308	1	0.05%	Increased
2589	SCM Salem Capital Management Woburn, Massachusetts	$226K	$0	1	0.12%	Maintained
2590	NFG Northeast Financial Group Tannersville, Pennsylvania	$226K	$0	1	0.15%	Maintained
2591	Mizuho Securities USA New York	$225K	+$6.13K	1	0.02%	Increased
2592	XS XR Securities Chicago, Illinois	$225K	-$349K	2	0.1%	Reduced
2593	BONH Bank of New Hampshire Laconia, New Hampshire	$224K	+$218K	1	0.06%	New
2594	HA Harfst & Associates Sheridan, Wyoming	$224K	-$408K	1	0.06%	Reduced
2595	PA Perennial Advisors New York	$224K	$0	1	0.07%	Maintained
2596	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$224K	+$217K	1	0.07%	New
2597	GL Graypoint LLC Albany, New York	$223K	+$218K	1	0.03%	New
2598	HCM Hengehold Capital Management Cincinnati, Ohio	$223K	$0	1	0.03%	Maintained
2599	Mariner Independent Advisor Network Overland Park, Kansas	$223K	+$202K	1	0.01%	New
2600	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$221K	-$26.2K	6	0.04%	Reduced