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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
2751	BCM Bluefin Capital Management New York	$3.06M	-$87.6K	3	0.77%	Reduced
2752	TC TTRF Capital Nicosia,	$3.06M	+$3.47M	1	2.02%	New
2753	AP Appleton Partners Boston, Massachusetts	$3.05M	-$184K	3	0.19%	Reduced
2754	CAAS Capital Asset Advisory Services Williamston, Michigan	$3.05M	+$201K	1	0.11%	Increased
2755	HI Harper Investing Santa Clara, California	$3.05M	+$1.69M	1	1.03%	Increased
2756	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$3.05M	+$3.16M	3	1.31%	Increased
2757	CFO Cambient Family Office Ada, Michigan	$3.05M	+$220K	5	0.38%	Increased
2758	UCB United Community Bank Greenville, South Carolina	$3.05M	-$258K	8	0.94%	Reduced
2759	MW MBL Wealth Charlotte, North Carolina	$3.05M	+$778K	6	0.21%	Increased
2760	CCC Chesapeake Capital Corp Tampa, Florida	$3.04M	+$342K	4	1.6%	Increased
2761	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$3.04M	+$76.9K	6	0.6%	Increased
2762	VIPI Vista Investment Partners II Richmond, Indiana	$3.04M	+$1.34M	3	1.19%	Increased
2763	QFA Quantum Financial Advisors El Segundo, California	$3.04M	-$121K	7	0.3%	Reduced
2764	Conning Inc Hartford, Connecticut	$3.04M	+$612K	7	0.09%	Increased
2765	HHCP Hilton Head Capital Partners Hilton Head Island, South Carolina	$3.03M	+$414K	8	1.53%	Increased
2766	WCM WealthBridge Capital Management Westerville, Ohio	$3.03M	+$298K	4	0.6%	Increased
2767	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$3.03M	+$637K	3	1.24%	Increased
2768	FWA FSM Wealth Advisors Cleveland, Ohio	$3.03M	+$204K	9	0.32%	Increased
2769	SM Sweeney & Michel Chico, California	$3.03M	-$496K	2	0.79%	Reduced
2770	TF Tudor Financial Dayton, Ohio	$3.02M	+$2.6M	2	1.36%	Increased
2771	OA Oak Associates Akron, Ohio	$3.02M	$0	1	0.17%	Maintained
2772	SH SLT Holdings Scottsdale, Arizona	$3.02M	+$1.47M	5	1.88%	Increased
2773	HG Herbst Group Westport, Connecticut	$3.01M	+$63.4K	1	1.64%	Increased
2774	SWM Shelton Wealth Management Fort Worth, Texas	$3.01M	-$2.32M	4	1.18%	Reduced
2775	CA CV Advisors Aventura, Florida	$3.01M	+$2.99M	3	0.56%	New