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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
2801	SCM Salem Capital Management Woburn, Massachusetts	$272K	$0	1	0.14%	Maintained
2802	JIC Joel Isaacson & Co New York	$270K	-$63	1	0.02%	Reduced
2803	MCM Mendel Capital Management Little Rock, Arkansas	$270K	+$259K	1	0.25%	New
2804	FLC Fifth Lane Capital Austin, Texas	$269K	+$255K	1	0.16%	New
2805	RCG Resource Consulting Group Orlando, Florida	$268K	+$242K	1	0.09%	New
2806	NFG Northeast Financial Group Tannersville, Pennsylvania	$265K	$0	1	0.16%	Maintained
2807	BWM Baystate Wealth Management Boston, Massachusetts	$265K	+$8.02K	10	0.02%	Increased
2808	SRC Sage Rhino Capital Menlo Park, California	$265K	-$253K	1	0.07%	Reduced
2809	EIA Edgemoor Investment Advisors Bethesda, Maryland	$264K	+$10.3K	1	0.03%	Increased
2810	SW SkyOak Wealth Southfield, Michigan	$264K	+$246K	1	0.07%	New
2811	LWP Lumature Wealth Partners Alpharetta, Georgia	$263K	+$3.27K	3	0.1%	Increased
2812	6M 6 Meridian Wichita, Kansas	$262K	+$850	1	0.02%	Increased
2813	BONH Bank of New Hampshire Laconia, New Hampshire	$262K	+$166	1	0.06%	Increased
2814	HA Harfst & Associates Sheridan, Wyoming	$262K	$0	1	0.07%	Maintained
2815	MAM Morse Asset Management Darien, Connecticut	$262K	+$18.3K	1	0.06%	Increased
2816	PA Perennial Advisors New York	$262K	$0	1	0.07%	Maintained
2817	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$261K	$0	1	0.08%	Maintained
2818	WWG West Wealth Group Irvine, California	$261K	+$236K	1	0.1%	New
2819	PFA Paradigm Financial Advisors Des Peres, Missouri	$260K	$0	1	0.06%	Maintained
2820	ACP Aviance Capital Partners Naples, Florida	$259K	$0	1	0.04%	Maintained
2821	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$259K	-$1.47K	8	0.03%	Reduced
2822	LCAM Long Corridor Asset Management Hong Kong	$259K	+$303K	1	0.51%	New
2823	SPWM Schrum Private Wealth Management St. Augustine, Florida	$259K	+$233K	1	0.24%	New
2824	InterOcean Capital Group Nashville, Tennessee	$258K	-$26.7K	1	0.01%	Reduced
2825	KIG Kessler Investment Group Columbus, Indiana	$258K	-$176K	1	0.15%	Reduced