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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	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$161K	+$34	7	0.08%	Increased
2702	POIA Pin Oak Investment Advisors Houston, Texas	$158K	$0	2	0.2%	Maintained
2703	BWM Baystate Wealth Management Boston, Massachusetts	$156K	-$11.6K	9	0.02%	Reduced
2704	BB Bell Bank Fargo, North Dakota	$156K	$0	1	0.02%	Maintained
2705	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$156K	+$163K	1	0.08%	New
2706	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$154K	+$10.3K	5	0.16%	Increased
2707	FCMT Founders Capital Management (Texas) Houston, Texas	$153K	+$372	3	0.12%	Increased
2708	ABLA Alan B. Lancz & Associates Toledo, Ohio	$150K	$0	1	0.18%	Maintained
2709	CWS Cypress Wealth Services Palm Desert, California	$150K	-$3.58K	2	0.05%	Reduced
2710	WAM Worth Asset Management Dallas, Texas	$149K	-$1K	2	0.11%	Reduced
2711	HCP Hexagon Capital Partners Rogers, Arkansas	$148K	-$113K	13	0.04%	Reduced
2712	AWM Accel Wealth Management Waverly, Iowa	$147K	-$613	8	0.08%	Reduced
2713	APW Acima Private Wealth Richmond, Virginia	$146K	$0	1	0.07%	Maintained
2714	ATC Adirondack Trust Company Saratoga Springs, New York	$145K	+$63.8K	2	0.08%	Increased
2715	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$144K	+$126K	2	0.12%	Increased
2716	MCM MV Capital Management Bethesda, Maryland	$144K	+$47.6K	7	0.02%	Increased
2717	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$143K	$0	3	0.07%	Maintained
2718	SFM Spartan Fund Management Toronto, Ontario, Canada	$142K	-$723K	1	0.04%	Reduced
2719	OPW Oxler Private Wealth Rye Brook, New York	$142K	+$6.08K	3	0.08%	Increased
2720	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$141K	$0	6	0.08%	Maintained
2721	WB West Bancorporation West Des Moines, Iowa	$138K	$0	4	0.1%	Maintained
2722	NICM Neo Ivy Capital Management New York	$137K	+$151K	3	0.36%	Increased
2723	AIP Almanack Investment Partners Wayne, Pennsylvania	$136K	+$123K	10	0.03%	Increased
2724	EL EMFO LLC Weston, Florida	$134K	-$7.97K	5	0.13%	Reduced
2725	CHC City Holding Co Charleston, West Virginia	$130K	-$31.2K	3	0.03%	Reduced