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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
2776	OL Optas LLC Austin, Texas	$3M	-$4.03K	7	0.42%	Reduced
2777	BPW Bingham Private Wealth San Francisco, California	$3M	+$556K	4	2.07%	Increased
2778	CCM Cox Capital Management Andover, Massachusetts	$3M	+$5.35K	1	1.67%	Increased
2779	MCA MSH Capital Advisors Scottsdale, Arizona	$3M	+$354K	5	0.52%	Increased
2780	CC Cypress Capital Franklin, Tennessee	$3M	-$91.5K	1	0.81%	Reduced
2781	Waldron Private Wealth Bridgeville, Pennsylvania	$2.99M	-$620K	4	0.1%	Reduced
2782	JMA J.M. Arbour Gardiner, Maine	$2.98M	-$489K	3	2.57%	Reduced
2783	PPW Pasadena Private Wealth Pasadena, California	$2.98M	-$42.9K	2	0.38%	Reduced
2784	MWM M3 Wealth Management Cincinnati, Ohio	$2.97M	+$81.1K	1	1.93%	Increased
2785	SCM Sage Capital Management Stockton, New Jersey	$2.97M	-$3.62M	3	1.16%	Reduced
2786	EFM Eley Financial Management South Burlington, Vermont	$2.96M	-$3.43M	1	0.96%	Reduced
2787	BAM Bullseye Asset Management Denver, Colorado	$2.96M	-$1.28M	1	1.51%	Reduced
2788	DOA D'Orazio & Associates Falls Church, Virginia	$2.96M	-$208K	7	0.34%	Reduced
2789	Context Capital Management Lajolla, California	$2.95M	+$3.79M	1	0.06%	New
2790	KSB Kennebec Savings Bank Augusta, Maine	$2.95M	-$9.91K	4	2.37%	Reduced
2791	IAAG Innovative Asset Advisors Group Shelton, Connecticut	$2.95M	-$147K	3	1.29%	Reduced
2792	CWM Centurion Wealth Management Mclean, Virginia	$2.94M	-$1.04M	3	0.7%	Reduced
2793	MFWP Mosaic Family Wealth Partners St. Louis, Missouri	$2.94M	+$2.52M	6	0.2%	Increased
2794	AFS Anderson Financial Strategies Dayton, Ohio	$2.94M	-$406K	2	1.53%	Reduced
2795	IGGA Iron Gate Global Advisors Nsl, Utah	$2.93M	-$9.52K	2	0.28%	Reduced
2796	KFG Kingdom Financial Group Peoria, Arizona	$2.93M	-$374K	10	0.75%	Reduced
2797	CH Canton Hathaway Providence, Rhode Island	$2.93M	-$488K	3	0.56%	Reduced
2798	BCI Blue Capital Inc Omaha, Nebraska	$2.93M	+$577K	2	1.86%	Increased
2799	BCM BluePath Capital Management Atlanta, Georgia	$2.92M	-$607K	2	1.6%	Reduced
2800	BPAMU BTG Pactual Asset Management US New York	$2.92M	+$1.73M	9	0.18%	Increased