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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	POIA Pin Oak Investment Advisors Houston, Texas	$232K	-$490K	3	0.25%	Reduced
2752	WBH Advisory Baltimore, Maryland	$231K	-$205K	1	0.03%	Reduced
2753	DHGWA Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina	$230K	+$204K	9	0.07%	Increased
2754	Perennial Advisors New York	$230K	$0	1	0.06%	Maintained
2755	Evanson Asset Management Carmel, California	$229K	+$36.1K	1	0.02%	Increased
2756	MAM Marotta Asset Management Charlottesville, Virginia	$229K	$0	1	0.05%	Maintained
2757	Aviance Capital Partners Naples, Florida	$228K	$0	1	0.04%	Maintained
2758	Financial Partners Group (Kansas) Overland Park, Kansas	$228K	+$1.73K	1	0.05%	Increased
2759	Fort Point Capital Partners San Francisco, California	$228K	-$18K	1	0.03%	Reduced
2760	InterOcean Capital Group Nashville, Tennessee	$228K	+$1.41K	1	0.01%	Increased
2761	Orrstown Financial Services Harrisburg, Pennsylvania	$227K	-$16.4K	1	0.42%	Reduced
2762	ZCM Zebra Capital Management Stamford, Connecticut	$227K	-$17.2K	1	0.52%	Reduced
2763	GC Gruss & Co West Palm Beach, Florida	$226K	$0	1	1%	Maintained
2764	Howe & Rusling Rochester, New York	$226K	+$37.2K	12	0.03%	Increased
2765	JE JMAC Enterprises Newtown, Pennsylvania	$226K	$0	1	0.05%	Maintained
2766	Palisade Asset Management Minneapolis, Minnesota	$226K	-$5.25K	1	0.03%	Reduced
2767	Accurate Wealth Management Wesley Chapel, Florida	$225K	+$212K	1	0.1%	New
2768	LWM Loveless Wealth Management Billings, Montana	$225K	+$213K	1	0.13%	New
2769	Marquette Asset Management Minneapolis, Minnesota	$225K	+$610	2	0.05%	Increased
2770	BMC Beaton Management Company Haverhill, Massachusetts	$224K	$0	1	0.14%	Maintained
2771	SC Saybrook Capital Winston Salem, North Carolina	$224K	$0	1	0.06%	Maintained
2772	S Surevest Los Angeles, California	$224K	+$3.68K	7	0.05%	Increased
2773	Calton & Associates Tampa, Florida	$223K	+$4.07K	1	0.07%	Increased
2774	Osborne Partners Capital Management San Francisco, California	$223K	-$5.7M	1	0.02%	Reduced
2775	MMHP Murphy Middleton Hinkle & Parker Thomasville, Georgia	$222K	$0	1	0.12%	Maintained