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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	FCT First Community Trust Dubuque, Iowa	$91K	$0	4	0.11%	Maintained
2877	TAM Tucker Asset Management Littleton, Colorado	$90.8K	+$8.44K	9	0.03%	Increased
2878	HC Hoese & Co Glencoe, Minnesota	$89K	$0	4	0.09%	Maintained
2879	RFG RFP Financial Group Atlanta, Georgia	$88.4K	+$86K	10	0.04%	New
2880	GMA Glassy Mountain Advisors Bethesda, Maryland	$88.2K	+$84.7K	2	0.05%	New
2881	KC Knuff & Co Foster City, California	$87.4K	$0	1	0.04%	Maintained
2882	LF Lee Financial Dallas, Texas	$87.1K	-$8.56K	9	0.02%	Reduced
2883	NC NinePointTwo Capital Los Angeles, California	$87K	-$74.3K	1	0.04%	Reduced
2884	BAM Byrne Asset Management Kingston, New Jersey	$86.9K	-$36.5K	4	0.06%	Reduced
2885	VCM Versant Capital Management Phoenix, Arizona	$86.5K	-$268K	15	0.03%	Reduced
2886	FIM FWL Investment Management Dallas, Texas	$85.1K	+$83.6K	1	0.06%	New
2887	CPG Cornerstone Planning Group Fairfield, New Jersey	$84.9K	+$80K	8	0.04%	New
2888	VNA Valley National Advisers Bethlehem, Pennsylvania	$84K	$0	7	0.02%	Maintained
2889	WR WD Rutherford Portland, Oregon	$83.9K	-$96.5K	2	0.07%	Reduced
2890	HCA Harbor Capital Advisors Chicago, Illinois	$80.4K	+$4.1K	1	0.08%	Increased
2891	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$80.2K	+$40.2K	7	0.02%	Increased
2892	FCM FourWorld Capital Management New York	$79.7K	+$70K	1	0.11%	New
2893	SL Sonnipe Ltd Douglas, Isle Of Man	$78.6K	+$74.1K	1	0.01%	New
2894	BLC Brown, Lisle/Cummings Providence, Rhode Island	$78.5K	-$38.4K	1	0.04%	Reduced
2895	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$75.4K	+$58.6K	3	0.06%	Increased
2896	RWM Raffa Wealth Management Washington, District of Columbia	$75.1K	+$6.58K	15	0.03%	Increased
2897	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$75K	$0	3	0.03%	Maintained
2898	HP Hartree Partners New York	$74.6K	+$113K	1	0.06%	New
2899	CP Castleview Partners Dallas, Texas	$74.3K	+$17.6K	4	0.07%	Increased
2900	Close Asset Management London, United Kingdom	$74K	+$9.25K	1	0%	Increased