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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	AWA Artemis Wealth Advisors New York	$187K	-$56.8K	1	0.06%	Reduced
2802	MMG Monetary Management Group St Louis, Missouri	$182K	-$156K	3	0.06%	Reduced
2803	MSCM McElhenny Sheffield Capital Management Dallas, Texas	$181K	+$136K	4	0.08%	New
2804	MCM MV Capital Management Bethesda, Maryland	$180K	+$18.1K	7	0.03%	Increased
2805	QL Quarry LP New York	$177K	+$175K	10	0.04%	New
2806	WAM Worth Asset Management Dallas, Texas	$176K	$0	2	0.12%	Maintained
2807	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$175K	-$3.84K	6	0.08%	Reduced
2808	FCMT Founders Capital Management (Texas) Houston, Texas	$173K	+$332	3	0.13%	Increased
2809	KCM Kathmere Capital Management Wayne, Pennsylvania	$173K	+$23.1K	1	0.03%	Increased
2810	DCM Difesa Capital Management New York	$169K	+$208K	1	0.13%	New
2811	APW Acima Private Wealth Richmond, Virginia	$169K	$0	1	0.09%	Maintained
2812	CB Centennial Bank Conway, Arkansas	$166K	+$162K	3	0.1%	New
2813	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$166K	-$6.77M	1	0.01%	Reduced
2814	RCG Rock Creek Group Washington, District of Columbia	$166K	-$118K	1	0.02%	Reduced
2815	VC Voss Capital Houston, Texas	$166K	-$118K	1	0.03%	Reduced
2816	RCM Requisite Capital Management Dallas, Texas	$164K	+$45.2K	2	0.05%	Increased
2817	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$163K	-$242K	1	0%	Reduced
2818	BWM Baystate Wealth Management Boston, Massachusetts	$160K	-$3.9K	10	0.01%	Reduced
2819	MFG Mendota Financial Group Madison, Wisconsin	$157K	+$151K	2	0.2%	New
2820	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$154K	+$150K	1	0.06%	New
2821	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$152K	-$4.62K	6	0.08%	Reduced
2822	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$152K	-$30.6K	1	0.02%	Reduced
2823	WAM WFA Asset Management Whitefish Bay, Wisconsin	$148K	+$531	2	0.1%	Increased
2824	AWM Accel Wealth Management Waverly, Iowa	$148K	-$11K	7	0.07%	Reduced
2825	EL EMFO LLC Weston, Florida	$146K	-$2.4K	5	0.15%	Reduced