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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	WAM WFA Asset Management Whitefish Bay, Wisconsin	$127K	+$7.51K	2	0.09%	Increased
2727	PCFFS Pacific Center for Financial Services San Ramon, California	$126K	$0	2	0.05%	Maintained
2728	QC QCM Cayman Houston, Texas	$125K	+$74.1K	3	1.83%	Increased
2729	QVR San Francisco, California	$125K	-$42.7K	1	0.01%	Reduced
2730	FAM Flaharty Asset Management Clearwater, Florida	$122K	+$47.9K	1	0.03%	Increased
2731	XSC X-Square Capital Guaynabo, Puerto Rico	$120K	$0	1	0.08%	Maintained
2732	KC Kenfarb & Co Ashland, Kentucky	$117K	-$621K	1	0.11%	Reduced
2733	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$114K	-$14K	1	0.08%	Reduced
2734	ME McIlrath & Eck Arlington, Washington	$113K	+$42.6K	9	0.03%	Increased
2735	SAM S.A. Mason Holland, Michigan	$113K	+$6.25K	2	0.09%	Increased
2736	BAM Byrne Asset Management Kingston, New Jersey	$112K	+$38.6K	4	0.09%	Increased
2737	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$111K	+$252	2	0.05%	Increased
2738	GA GoalVest Advisory New York	$111K	-$1.02K	4	0.08%	Reduced
2739	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$109K	-$123K	0	–	Closed
2740	KC Kepos Capital New York	$109K	+$151K	1	0.01%	New
2741	BFA Beaumont Financial Advisors Needham, Massachusetts	$108K	-$215K	1	0.01%	Reduced
2742	HAS HBW Advisory Services Simi Valley, California	$108K	+$1.37K	3	0.03%	Increased
2743	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$107K	$0	6	0.05%	Maintained
2744	SOS Silver Oak Securities Jackson, Tennessee	$106K	+$81.5K	2	0.02%	New
2745	BHCM Boulder Hill Capital Management New York	$106K	-$2.32M	1	0.08%	Reduced
2746	HVP Hudson Value Partners Palm Beach, Florida	$106K	-$449K	1	0.07%	Reduced
2747	JC JBF Capital Aspen, Colorado	$106K	-$13.7K	1	0.03%	Reduced
2748	BLC Brown, Lisle/Cummings Providence, Rhode Island	$105K	$0	2	0.06%	Maintained
2749	ANBT American National Bank & Trust Wichita Falls, Texas	$105K	-$2.4K	5	0.03%	Reduced
2750	KA Kozak & Associates Highlands Ranch, Colorado	$105K	+$326	4	0.07%	Increased