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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	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$226K	-$3.29K	1	0.06%	Reduced
2677	MKC M. Kraus & Co Shelburne, Vermont	$226K	$0	1	0.09%	Maintained
2678	Eagle Global Advisors Houston, Texas	$224K	-$1.18M	1	0.02%	Reduced
2679	MCM McRae Capital Management Morristown, New Jersey	$224K	-$3.41K	1	0.06%	Reduced
2680	HFP Holistic Financial Partners Indianapolis, Indiana	$223K	-$883	1	0.21%	Reduced
2681	AWS AJ Wealth Strategies New York	$222K	$0	1	0.01%	Maintained
2682	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$222K	-$2.18K	8	0.03%	Reduced
2683	HCM Hilton Capital Management Garden City, New York	$221K	-$201K	1	0.03%	Reduced
2684	HFAS Hummer Financial Advisory Services Chicago, Illinois	$221K	$0	1	0.25%	Maintained
2685	JWM Jeppson Wealth Management Manhattan Beach, California	$221K	+$247K	1	0.1%	New
2686	BOM Bank of Marin Novato, California	$220K	-$90.9K	1	0.19%	Reduced
2687	DA DCM Advisors New York	$219K	$0	1	0.09%	Maintained
2688	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$219K	-$8.39K	6	0.04%	Reduced
2689	CWM Curi Wealth Management Raleigh, North Carolina	$218K	+$19.7K	6	0.04%	Increased
2690	RCM Requisite Capital Management Dallas, Texas	$218K	$0	1	0.07%	Maintained
2691	BFAG Blackston Financial Advisory Group The Villages, Florida	$217K	-$26.2K	1	0.14%	Reduced
2692	Peconic Partners New York	$217K	$0	1	0.02%	Maintained
2693	3F 360 Financial Wayzata, Minnesota	$216K	$0	1	0.13%	Maintained
2694	AC Arjuna Capital Durham, North Carolina	$216K	-$7.19K	1	0.1%	Reduced
2695	CCM Crossvault Capital Management San Antonio, Texas	$215K	$0	1	0.08%	Maintained
2696	HFW Horizon Family Wealth Chicago, Illinois	$215K	-$3.46K	1	0.25%	Reduced
2697	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$215K	$0	1	0.68%	Maintained
2698	FNA First National Advisers Omaha, Nebraska	$214K	+$237K	1	0.44%	New
2699	CAM Cypress Asset Management Houston, Texas	$213K	+$224K	1	0.08%	New
2700	TF Trek Financial Scottsdale, Arizona	$213K	+$176K	1	0.02%	Increased