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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	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$145K	+$147K	1	0.11%	New
2827	CHC City Holding Co Charleston, West Virginia	$144K	-$5.74K	3	0.03%	Reduced
2828	SC Schubert & Co Mckinney, Texas	$143K	-$18.8K	16	0.13%	Reduced
2829	DWM Defined Wealth Management Beaverton, Oregon	$142K	$0	1	0.13%	Maintained
2830	HCP Hexagon Capital Partners Rogers, Arkansas	$139K	-$35.8K	13	0.04%	Reduced
2831	NFSG Newbridge Financial Services Group Boca Raton, Florida	$139K	-$290K	10	0.08%	Reduced
2832	BB Bell Bank Fargo, North Dakota	$137K	$0	1	0.02%	Maintained
2833	TF Trek Financial Scottsdale, Arizona	$136K	-$113K	1	0.01%	Reduced
2834	TC Titleist Capital San Antonio, Texas	$136K	-$17.6K	1	0.03%	Reduced
2835	KC Kenfarb & Co Ashland, Kentucky	$135K	$0	1	0.12%	Maintained
2836	ONST Old North State Trust Greensboro, North Carolina	$129K	+$26.6K	3	0.08%	Increased
2837	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$127K	-$316	2	0.06%	Reduced
2838	AF Affiance Financial St. Louis Park, Minnesota	$124K	+$121K	2	0.05%	New
2839	SFM Spartan Fund Management Toronto, Ontario, Canada	$124K	$0	1	0.04%	Maintained
2840	SAM S.A. Mason Holland, Michigan	$124K	$0	2	0.09%	Maintained
2841	DI Disciplined Investments Tulsa, Oklahoma	$123K	+$59.6K	11	0.06%	Increased
2842	POIA Pin Oak Investment Advisors Houston, Texas	$123K	-$28.3K	2	0.15%	Reduced
2843	TFM TFC Financial Management Boston, Massachusetts	$122K	+$2.07K	5	0.04%	Increased
2844	RA Rise Advisors Rochester, New York	$122K	+$12.5K	6	0.1%	Increased
2845	BC Burleson & Co Petaluma, California	$121K	$0	1	0.03%	Maintained
2846	GA GoalVest Advisory New York	$121K	+$1.55K	4	0.08%	Increased
2847	FFC First Financial Corp Terre Haute, Indiana	$118K	+$11.6K	3	0.07%	Increased
2848	KA Kozak & Associates Highlands Ranch, Colorado	$117K	$0	4	0.06%	Maintained
2849	OMC Overbrook Management Corp New York	$116K	-$42.9K	1	0.03%	Reduced
2850	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$116K	-$39.1K	2	0.09%	Reduced