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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
2851	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$242K	-$13.8K	3	0.15%	Reduced
2852	ECG Edge Capital Group Atlanta, Georgia	$241K	-$663	1	0.02%	Reduced
2853	HHGA Halbert Hargrove Global Advisors Long Beach, California	$241K	-$331	1	0.02%	Reduced
2854	CFAM Center For Asset Management Palm Beach Gardens, Florida	$240K	+$224K	1	0.18%	New
2855	SC Saybrook Capital Winston Salem, North Carolina	$239K	+$233K	1	0.06%	New
2856	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$238K	+$24.3K	1	0.05%	Increased
2857	FOA Five Oceans Advisors Santa Monica, California	$238K	+$228K	1	0.21%	New
2858	SWM Selective Wealth Management Forest, Virginia	$238K	+$25.5K	2	0.1%	Increased
2859	4WM 44 Wealth Management Eugene, Oregon	$237K	+$214K	1	0.08%	New
2860	GC Gruss & Co West Palm Beach, Florida	$236K	+$209K	1	0.63%	New
2861	LWA Lenox Wealth Advisors New York	$236K	+$19.4K	7	0.03%	Increased
2862	MIC Meridian Investment Counsel Lafayette, California	$236K	$0	1	0.08%	Maintained
2863	TWM TriaGen Wealth Management Calabasas, California	$236K	+$215K	1	0.12%	New
2864	BMC Beaton Management Company Haverhill, Massachusetts	$234K	+$207K	1	0.14%	New
2865	WPP Whalerock Point Partners Providence, Rhode Island	$233K	$0	1	0.08%	Maintained
2866	CBOR Community Bank of Raymore Raymore, Missouri	$233K	+$211K	1	0.1%	New
2867	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$233K	-$8.29K	1	0.11%	Reduced
2868	TCPWM Traverso Chambers Private Wealth Management Santa Rosa, California	$233K	+$211K	1	0.07%	New
2869	EHAM Eagle Harbor Asset Management Seattle, Washington	$232K	+$217K	1	0.31%	New
2870	BPCA Bank Pictet & Cie (Asia) Singapore	$232K	$0	1	0.05%	Maintained
2871	CC Cannell Capital Alta, Wyoming	$231K	$0	1	0.04%	Maintained
2872	PFP Paragon Financial Partners Woodland Hills, California	$231K	+$222K	1	0.19%	New
2873	WF WoodTrust Financial Wisconsin Rapids, Wisconsin	$231K	+$237K	1	0.05%	New
2874	GAM Grandview Asset Management Harrisburg, Pennsylvania	$230K	+$207K	1	0.09%	New
2875	HWM Hohimer Wealth Management Seattle, Washington	$230K	+$204K	1	0.05%	New