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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	DA DCM Advisors New York	$243K	-$179K	1	0.09%	Reduced
2727	WAL W Advisors LLC Germantown, Tennessee	$243K	+$36.8K	1	0.18%	Increased
2728	SAM Silphium Asset Management London, United Kingdom	$243K	$0	1	0.29%	Maintained
2729	Auxier Asset Management Aurora, Oregon	$242K	-$15.9K	1	0.04%	Reduced
2730	Baystate Wealth Management Boston, Massachusetts	$241K	-$2.2K	10	0.02%	Reduced
2731	Cahaba Wealth Management Atlanta, Georgia	$241K	-$7.51K	1	0.03%	Reduced
2732	HFAS Hummer Financial Advisory Services Chicago, Illinois	$241K	+$14.4K	1	0.22%	Increased
2733	BPFA Barnes Pettey Financial Advisors Clarksdale, Mississippi	$240K	$0	1	0.29%	Maintained
2734	Joel Isaacson & Co New York	$240K	$0	1	0.02%	Maintained
2735	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$240K	-$474K	1	0.04%	Reduced
2736	Bridgewater Advisors New York	$238K	$0	1	0.06%	Maintained
2737	CP Castleview Partners Dallas, Texas	$238K	+$207K	3	0.15%	New
2738	Leo Brokerage Hurst, Texas	$238K	+$245K	1	0.04%	New
2739	PW Peninsula Wealth San Francisco, California	$238K	+$225K	1	0.07%	New
2740	Aveo Capital Partners Englewood, Colorado	$237K	+$43.2K	1	0.04%	Increased
2741	Bryn Mawr Capital Management Philadelphia, Pennsylvania	$237K	$0	1	0.07%	Maintained
2742	MCM Mendel Capital Management Little Rock, Arkansas	$237K	$0	1	0.22%	Maintained
2743	BRC Bell Rock Capital Rehoboth Beach, Delaware	$236K	+$24K	1	0.22%	Increased
2744	CBOR Community Bank of Raymore Raymore, Missouri	$235K	-$10K	1	0.07%	Reduced
2745	GIM Guild Investment Management Los Angeles, California	$235K	$0	1	0.24%	Maintained
2746	KPW Kore Private Wealth New York	$235K	+$13.8K	1	0.03%	Increased
2747	SCM Salem Capital Management Woburn, Massachusetts	$235K	$0	1	0.13%	Maintained
2748	ST Somerset Trust Somerset, Pennsylvania	$234K	-$12.9K	1	0.09%	Reduced
2749	Curi Wealth Management Raleigh, North Carolina	$233K	+$115K	6	0.04%	Increased
2750	Lenox Wealth Advisors New York	$233K	+$4.25K	8	0.03%	Increased