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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	HFG Heron Financial Group New York	$324K	+$26.5K	1	0.17%	Increased
2727	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$324K	$0	1	0.12%	Maintained
2728	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$323K	+$310K	1	0.08%	New
2729	CFO Collective Family Office York, Pennsylvania	$322K	+$7.29K	1	0.13%	Increased
2730	AAM Auxier Asset Management Aurora, Oregon	$321K	-$2.4K	1	0.05%	Reduced
2731	DA Detalus Advisors St. Louis, Missouri	$321K	-$44.1K	1	0.15%	Reduced
2732	AFM Abbot Financial Management Andover, Massachusetts	$319K	$0	1	0.14%	Maintained
2733	Brevan Howard Capital Management St. Helier, Jersey	$319K	+$347K	1	0.23%	New
2734	VCM Versant Capital Management Phoenix, Arizona	$319K	-$6.62K	15	0.1%	Reduced
2735	MAP Milestone Advisory Partners Southern Pines, North Carolina	$318K	$0	1	0.16%	Maintained
2736	MM MQS Management New York	$317K	+$311K	1	0.51%	New
2737	ANB Amarillo National Bank Amarillo, Texas	$316K	$0	1	0.06%	Maintained
2738	GCM Gladius Capital Management Chicago, Illinois	$315K	+$323K	1	0.03%	New
2739	CC Cornerstone Capital Palo Alto, California	$314K	$0	1	0.03%	Maintained
2740	LFA Landmark Financial Advisors Bowling Green, Kentucky	$311K	$0	1	0.14%	Maintained
2741	OMC Oasis Management Company Grand Cayman, Cayman Islands	$311K	+$168K	2	0.05%	Increased
2742	EOCM Energy Opportunities Capital Management Austin, Texas	$309K	-$586K	1	0.92%	Reduced
2743	KFS Kurt F. Somerville	$309K	$0	1	0.04%	Maintained
2744	TL Tradewinds LLC Raleigh, North Carolina	$309K	+$209K	1	0.36%	New
2745	BHB Bank Hapoalim BM Tel Aviv, Israel	$307K	+$245K	1	0.03%	Increased
2746	CAL Capital Advisors Ltd Shaker Heights, Ohio	$307K	+$75.3K	8	0.05%	Increased
2747	HCM Howland Capital Management Boston, Massachusetts	$307K	+$1.36K	1	0.02%	Increased
2748	CCM Crossvault Capital Management San Antonio, Texas	$306K	+$10.8K	1	0.09%	Increased
2749	ORC O'Rourke & Company Boston, Massachusetts	$306K	+$271K	1	0.2%	New
2750	CFAM Coury Firm Asset Management Pittsburgh, Pennsylvania	$305K	+$296K	1	0.23%	New