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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
2726	BCM Blume Capital Management Berkeley, California	$74K	$0	1	0.03%	Maintained
2727	ECM Engine Capital Management New York	$74K	$0	1	0.02%	Maintained
2728	TI tru Independence Portland, Oregon	$74K	+$74.5K	1	0.02%	New
2729	HC Hoese & Co Glencoe, Minnesota	$72K	+$71.1K	3	0.08%	New
2730	SN Sittner & Nelson Eugene, Oregon	$72K	$0	3	0.05%	Maintained
2731	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$71K	+$69.3K	1	0.53%	New
2732	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$71K	-$3.9K	3	0.03%	Reduced
2733	RA Resolute Advisors San Francisco, California	$70K	-$5K	4	0.01%	Reduced
2734	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$69K	$0	3	0.01%	Maintained
2735	CWA Clearview Wealth Advisors Salem, Oregon	$69K	+$32.3K	3	0.04%	Increased
2736	RBC Roble Belko & Company Sewickley, Pennsylvania	$69K	$0	3	0.02%	Maintained
2737	Close Asset Management London, United Kingdom	$67K	-$7.74K	2	0%	Reduced
2738	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$66K	-$3K	2	0.03%	Reduced
2739	FCMT Founders Capital Management (Texas) Houston, Texas	$64K	+$14.9K	2	0.04%	Increased
2740	IPW IronBridge Private Wealth Austin, Texas	$63K	$0	2	0.04%	Maintained
2741	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$63K	$0	1	0.04%	Maintained
2742	HFA Hoover Financial Advisors Malvern, Pennsylvania	$62K	+$1K	4	0.01%	Increased
2743	PO Private Ocean San Rafael, California	$60K	+$12.7K	3	0.01%	Increased
2744	HI Hoey Investments Coatesville, Pennsylvania	$59K	$0	2	0.02%	Maintained
2745	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$59K	+$56.9K	1	0.02%	New
2746	VC Vestor Capital Chicago, Illinois	$59K	+$53K	1	0.01%	New
2747	AWA Artemis Wealth Advisors New York	$57.4K	-$384	1	0.01%	Reduced
2748	Belvedere Trading Chicago, Illinois	$56K	+$55.5K	1	0%	New
2749	MCM MV Capital Management Bethesda, Maryland	$56K	+$43.4K	7	0.01%	Increased
2750	WAS Winch Advisory Services Appleton, Wisconsin	$55K	+$1.82K	5	0.02%	Increased