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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
2826	Phoenix Financial Givatayim, Israel	$204K	-$232K	1	0%	Reduced
2827	QT Quantamental Technologies White Plains, New York	$204K	-$2.92M	2	0.12%	Reduced
2828	BPCA Bank Pictet & Cie (Asia) Singapore	$203K	$0	1	0.06%	Maintained
2829	CRWM Castle Rock Wealth Management Walnut Creek, California	$203K	-$107K	1	0.09%	Reduced
2830	CCM Chickasaw Capital Management Memphis, Tennessee	$203K	$0	1	0.01%	Maintained
2831	Disciplined Growth Investors Minneapolis, Minnesota	$203K	-$82.4K	1	0%	Reduced
2832	LAM L2 Asset Management Wayland, Massachusetts	$203K	+$192K	1	0.12%	New
2833	SPP Single Point Partners Boston, Massachusetts	$203K	+$212K	1	0.05%	New
2834	SAM SignalPoint Asset Management Springfield, Missouri	$202K	+$28.9K	1	0.06%	Increased
2835	MWM Marion Wealth Management Monroeville, Pennsylvania	$201K	+$4.32K	1	0.1%	Increased
2836	WF Warner Financial Bethesda, Maryland	$201K	$0	1	0.16%	Maintained
2837	EHAM Eagle Harbor Asset Management Seattle, Washington	$201K	$0	1	0.26%	Maintained
2838	CHC City Holding Co Charleston, West Virginia	$200K	$0	3	0.03%	Maintained
2839	CJL Cyrus J. Lawrence New York	$200K	+$197K	3	0.05%	New
2840	SNB Security National Bank Omaha, Nebraska	$200K	+$2.97K	1	0.05%	Increased
2841	WBCM Wilson & Boucher Capital Management Moraga, California	$200K	$0	1	0.18%	Maintained
2842	FCMT Founders Capital Management (Texas) Houston, Texas	$199K	$0	3	0.13%	Maintained
2843	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$198K	+$9.02K	6	0.09%	Increased
2844	APW Acima Private Wealth Richmond, Virginia	$196K	$0	1	0.09%	Maintained
2845	PCFFS Pacific Center for Financial Services San Ramon, California	$195K	-$70.8K	2	0.07%	Reduced
2846	SFO Standard Family Office Sioux Falls, South Dakota	$191K	-$8.01K	2	0.05%	Reduced
2847	6CM 683 Capital Management New York	$190K	$0	1	0.01%	Maintained
2848	NFSG Newbridge Financial Services Group Boca Raton, Florida	$190K	-$4.06K	12	0.09%	Reduced
2849	HCA Harbor Capital Advisors Chicago, Illinois	$188K	+$178K	1	0.09%	New
2850	FNBOSM First National Bank of South Miami South Miami, Florida	$187K	+$32.7K	1	0.11%	Increased