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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
2676	FA Fortis Advisors Wayne, Pennsylvania	$369K	+$113K	2	0.21%	Increased
2677	HVP Hudson Value Partners Palm Beach, Florida	$369K	-$43.5K	1	0.18%	Reduced
2678	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$369K	-$48.2K	7	0.19%	Reduced
2679	MFS Madrona Financial Services Everett, Washington	$369K	+$16K	1	0.16%	Increased
2680	Belvedere Trading Chicago, Illinois	$368K	-$1.42M	3	0.02%	Reduced
2681	Gould Asset Management Claremont, California	$368K	-$22.9K	1	0.1%	Reduced
2682	ALAM Asahi Life Asset Management Tokyo, Japan	$367K	-$864K	1	0.05%	Reduced
2683	EA Echo45 Advisors Walnut Creek, California	$366K	+$324K	1	0.29%	New
2684	CAM Campion Asset Management Falls Church, Virginia	$364K	-$8.02K	1	0.3%	Reduced
2685	Zeke Capital Advisors Berwyn, Pennsylvania	$364K	-$24K	2	0.02%	Reduced
2686	Jacobs & Co San Francisco, California	$360K	$0	1	0.04%	Maintained
2687	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$360K	$0	1	0.22%	Maintained
2688	ET Equitable Trust Nashville, Tennessee	$357K	+$15K	1	0.02%	Increased
2689	VeraBank Henderson, Texas	$357K	+$27K	1	0.18%	Increased
2690	6CM 683 Capital Management New York	$354K	+$463K	1	0.01%	New
2691	SNS Financial Group Minneapolis, Minnesota	$354K	$0	1	0.04%	Maintained
2692	PCM Passive Capital Management Baltimore, Maryland	$354K	+$313K	1	0.2%	New
2693	CWM Cedar Wealth Management Walnut Creek, California	$353K	+$32.2K	2	0.14%	Increased
2694	Nicholas Hoffman & Company Atlanta, Georgia	$350K	-$1.99K	1	0.01%	Reduced
2695	Dubuque Bank & Trust Dubuque, Iowa	$349K	-$237K	1	0.04%	Reduced
2696	Ullmann Wealth Partners Group Jacksonville Beach, Florida	$349K	+$315K	1	0.09%	New
2697	Peak Asset Management Louisville, Colorado	$348K	-$5.61K	1	0.08%	Reduced
2698	Amplius Wealth Advisors Blue Bell, Pennsylvania	$346K	+$336K	11	0.05%	New
2699	MFC Mechanics Financial Corp Mansfield, Ohio	$346K	+$331K	1	0.16%	New
2700	Pure Financial Advisors San Diego, California	$346K	-$5.88K	1	0.02%	Reduced