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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	CA Crewe Advisors Salt Lake City, Utah	$212K	+$202K	9	0.05%	Increased
2702	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$212K	$0	1	0.06%	Maintained
2703	ACP Aveo Capital Partners Englewood, Colorado	$211K	+$1.39K	1	0.03%	Increased
2704	CC Cornerstone Capital Palo Alto, California	$210K	$0	1	0.03%	Maintained
2705	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$210K	+$1.93K	1	0.05%	Increased
2706	Miller Howard Investments Kingston, New York	$210K	+$218K	1	0.01%	New
2707	WIP WealthCare Investment Partners Portsmouth, Rhode Island	$210K	+$224K	1	0.18%	New
2708	MA MJP Associates Farmington, Connecticut	$209K	-$448K	1	0.06%	Reduced
2709	RIM Reliant Investment Management Memphis, Tennessee	$209K	$0	1	0.15%	Maintained
2710	PFP Paragon Financial Partners Woodland Hills, California	$208K	+$43.1K	1	0.21%	Increased
2711	WR WD Rutherford Portland, Oregon	$208K	-$58K	3	0.16%	Reduced
2712	CBOR Community Bank of Raymore Raymore, Missouri	$207K	$0	1	0.06%	Maintained
2713	NMC Nine Masts Capital Central, Hong Kong	$207K	+$191K	1	0.06%	New
2714	AWM Accurate Wealth Management Wesley Chapel, Florida	$206K	+$42.6K	1	0.11%	Increased
2715	EAM Empirical Asset Management Wellesley, Massachusetts	$206K	-$312K	1	0.22%	Reduced
2716	HPCM Hunter Perkins Capital Management Lombard, Illinois	$206K	+$214K	1	0.05%	New
2717	KFS Kurt F. Somerville	$206K	$0	1	0.04%	Maintained
2718	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$206K	+$1.93K	1	0.14%	Increased
2719	Brevan Howard Capital Management St. Helier, Jersey	$205K	+$228K	1	0.01%	New
2720	FNBOSM First National Bank of South Miami South Miami, Florida	$205K	+$55.1K	1	0.14%	Increased
2721	SFG Sovereign Financial Group Stamford, Connecticut	$205K	$0	1	0.08%	Maintained
2722	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$205K	+$218K	1	0.14%	New
2723	WCG Weaver Consulting Group Huntington Beach, California	$205K	$0	1	0.11%	Maintained
2724	AAM Auxier Asset Management Aurora, Oregon	$204K	-$18.6K	1	0.04%	Reduced
2725	PAM Palisade Asset Management Minneapolis, Minnesota	$204K	$0	1	0.03%	Maintained