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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
2701	KC Knuff & Co Foster City, California	$74K	$0	1	0.03%	Maintained
2702	MWM Mascoma Wealth Management Hanover, New Hampshire	$74K	+$68K	4	0.03%	New
2703	ME McIlrath & Eck Arlington, Washington	$74K	-$14.2K	7	0.03%	Reduced
2704	SWM Sugarloaf Wealth Management Duluth, Georgia	$72K	-$12.6K	3	0.02%	Reduced
2705	RBC Roble Belko & Company Sewickley, Pennsylvania	$70K	$0	3	0.02%	Maintained
2706	BCM Blume Capital Management Berkeley, California	$69K	+$64.5K	1	0.03%	New
2707	Close Asset Management London, United Kingdom	$69K	+$63.1K	2	0%	New
2708	EWA Evolution Wealth Advisors Aventura, Florida	$69K	+$18.3K	6	0.02%	Increased
2709	BG Bollard Group Boston, Massachusetts	$68K	$0	2	0%	Maintained
2710	ECM Engine Capital Management New York	$67K	+$60.1K	1	0.02%	New
2711	NFSG Newbridge Financial Services Group Boca Raton, Florida	$67K	-$106K	7	0.05%	Reduced
2712	SN Sittner & Nelson Eugene, Oregon	$65K	$0	3	0.05%	Maintained
2713	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$64K	+$1.61K	3	0.01%	Increased
2714	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$64K	+$49.4K	3	0.03%	Increased
2715	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$63K	+$19.7K	3	0.02%	Increased
2716	GRIM Greenhaven Road Investment Management Greenwich, Connecticut	$61K	-$28.6K	1	0.01%	Reduced
2717	HFA Hoover Financial Advisors Malvern, Pennsylvania	$60K	-$8.38K	3	0.01%	Reduced
2718	IPW IronBridge Private Wealth Austin, Texas	$59K	$0	2	0.04%	Maintained
2719	MCF Advisors Covington, Kentucky	$58K	-$30.5K	3	0.01%	Reduced
2720	Larson Financial Group St Louis, Missouri	$56K	+$9.95K	3	0.02%	Increased
2721	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$56K	$0	1	0.04%	Maintained
2722	RA Resolute Advisors San Francisco, California	$54K	+$67.1K	5	0.01%	New
2723	HI Hoey Investments Coatesville, Pennsylvania	$53K	-$19.9K	2	0.02%	Reduced
2724	IRAG Investment Research & Advisory Group Atlanta, Georgia	$52K	$0	1	0.04%	Maintained
2725	WAS Winch Advisory Services Appleton, Wisconsin	$52K	+$4.5K	5	0.02%	Increased