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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
2876	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$150K	+$22.4K	5	0.13%	Increased
2877	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$147K	+$148K	4	0.04%	New
2878	JFA JNBA Financial Advisors Bloomington, Minnesota	$147K	-$40.9K	5	0.02%	Reduced
2879	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$143K	-$5.18K	2	0.06%	Reduced
2880	HCM HM Capital Management Clayton, Missouri	$143K	+$182K	1	0.05%	New
2881	Loews Corp New York	$142K	$0	1	0%	Maintained
2882	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$141K	-$131K	5	0.02%	Reduced
2883	KA Kercheville Advisors San Antonio, Texas	$141K	-$372K	1	0.07%	Reduced
2884	CCFM Clear Creek Financial Management Silverdale, Washington	$140K	+$178K	1	0.02%	New
2885	SNS Financial Group Minneapolis, Minnesota	$140K	-$126K	1	0.02%	Reduced
2886	EPM Equitec Proprietary Markets Chicago, Illinois	$139K	-$1.31M	1	0.03%	Reduced
2887	SAM S.A. Mason Holland, Michigan	$137K	+$18.4K	2	0.09%	Increased
2888	RWM Raffa Wealth Management Washington, District of Columbia	$134K	-$1.63K	15	0.05%	Reduced
2889	HMS Hanseatic Management Services Albuquerque, New Mexico	$134K	+$116K	1	0.23%	New
2890	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$132K	$0	3	0.03%	Maintained
2891	FFC First Financial Corp Terre Haute, Indiana	$132K	-$11K	3	0.08%	Reduced
2892	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$131K	+$116K	1	0.05%	New
2893	HA Havens Advisors New York	$130K	-$4.84M	1	0.24%	Reduced
2894	SI Sprott Inc Toronto, Ontario, Canada	$129K	-$1.22K	1	0.01%	Reduced
2895	BLC Brown, Lisle/Cummings Providence, Rhode Island	$128K	$0	2	0.06%	Maintained
2896	ANBT American National Bank & Trust Wichita Falls, Texas	$126K	+$69K	4	0.03%	Increased
2897	VNA Valley National Advisers Bethlehem, Pennsylvania	$126K	+$21.1K	10	0.02%	Increased
2898	HCM Highlander Capital Management Short Hills, New Jersey	$125K	-$5.45K	2	0.06%	Reduced
2899	MCM MV Capital Management Bethesda, Maryland	$123K	+$11.6K	7	0.02%	Increased
2900	HFA HC Financial Advisors Lafayette, California	$122K	$0	2	0.07%	Maintained